Contents of the Resource Information Screen

Use the fields and options to configure the Resource Information screen.

When you add a new Employee, subtasks are not available until you click Create User Account.

Identification

Field	Description
Employee ID	Enter up to a 20-character, uppercase alphanumeric employee ID. Each ID must be unique. This ID will be displayed in the record description if the employee ID has been configured to be displayed in the Configure General Settings screen.
Active	Select this check box if the employee is active in the system. The default value is checked.
Last Name	Enter up to 30 characters for the last name.
First Name	Enter up to 30 characters for the first name.
Middle Initial	Enter the employee's middle initial.
Preferred Name	This non-editable field displays the resource’s preferred name if Use Preferred First Name when Available is selected in General Settings, and if the name was imported from Costpoint. If the setting in General settings is selected, the name that displays in this field populates other screens and related Lookups in Time & Expense. Note: In Costpoint, the Preferred Name field displays on the Employee Info tab of the Manage Employee Information screen, located under People » Employee » Basic Employee Information.
Government ID	Enter up to a 20-character, uppercase alphanumeric government ID. This is the employee's initial password. The employee must enter the initial password exactly as you enter it here. For example, if you use dashes in the Government ID, the employee must enter them as well.
Vendor ID	Enter a 12-character, alphanumeric vendor ID.
Login ID	Enter up to a 20-character, alphanumeric ID that will be used as the employee's login ID for Deltek Time. Unless specified otherwise, the Import Console process (in the Interfaces menu) will default this value to the employee ID value being imported.
Hire Date	Use the Calendar Lookup to the right of the field to select the hire date of the employee.
Termination Date	Use the Calendar Lookup to the right of the field to select the termination date of the employee.
Email	Use this field to enter resource's email address. If your Time & Expense system is co-deployed with Costpoint, and if a record exists for the resource in Manage Users, this field is non-editable and displays the email address that exists for the resource in that screen. This address is used when email is sent from applications within Time & Expense.
Resource Type	Designate whether the resource is an employee or subcontractor. Choose the appropriate option from the drop-down list.
Security Role	This column, which is visible only in Table view, displays the security role to which the resource is assigned.

Payroll

Field	Description
Payroll ID	Enter up to a 20-character, alphanumeric ID that will be used for the Payroll interface.
Payroll Employee ID	Enter up to a 20-character, alphanumeric employee ID that will be used for the Payroll interface

Costpoint Vendor

Field	Description
Costpoint Vendor Employee ID	Enter up to a 20-character, alphanumeric ID that will be used for the Subcontractor Employee interface.
Costpoint Vendor Email	Enter the subcontractor's Email address.

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Contents of the Resource Information Screen

Use the fields and options to configure the Resource Information screen.

When you add a new Employee, subtasks are not available until you click Create User Account.

Identification

Field	Description
Employee ID	Enter up to a 20-character, uppercase alphanumeric employee ID. Each ID must be unique. This ID will be displayed in the record description if the employee ID has been configured to be displayed in the Configure General Settings screen.
Active	Select this check box if the employee is active in the system. The default value is checked.
Last Name	Enter up to 30 characters for the last name.
First Name	Enter up to 30 characters for the first name.
Middle Initial	Enter the employee's middle initial.
Preferred Name	This non-editable field displays the resource’s preferred name if Use Preferred First Name when Available is selected in General Settings, and if the name was imported from Costpoint. If the setting in General settings is selected, the name that displays in this field populates other screens and related Lookups in Time & Expense. Note: In Costpoint, the Preferred Name field displays on the Employee Info tab of the Manage Employee Information screen, located under People » Employee » Basic Employee Information.
Government ID	Enter up to a 20-character, uppercase alphanumeric government ID. This is the employee's initial password. The employee must enter the initial password exactly as you enter it here. For example, if you use dashes in the Government ID, the employee must enter them as well.
Vendor ID	Enter a 12-character, alphanumeric vendor ID.
Login ID	Enter up to a 20-character, alphanumeric ID that will be used as the employee's login ID for Deltek Time. Unless specified otherwise, the Import Console process (in the Interfaces menu) will default this value to the employee ID value being imported.
Hire Date	Use the Calendar Lookup to the right of the field to select the hire date of the employee.
Termination Date	Use the Calendar Lookup to the right of the field to select the termination date of the employee.
Email	Use this field to enter resource's email address. If your Time & Expense system is co-deployed with Costpoint, and if a record exists for the resource in Manage Users, this field is non-editable and displays the email address that exists for the resource in that screen. This address is used when email is sent from applications within Time & Expense.
Resource Type	Designate whether the resource is an employee or subcontractor. Choose the appropriate option from the drop-down list.
Security Role	This column, which is visible only in Table view, displays the security role to which the resource is assigned.

Payroll

Field	Description
Payroll ID	Enter up to a 20-character, alphanumeric ID that will be used for the Payroll interface.
Payroll Employee ID	Enter up to a 20-character, alphanumeric employee ID that will be used for the Payroll interface

Costpoint Vendor

Field	Description
Costpoint Vendor Employee ID	Enter up to a 20-character, alphanumeric ID that will be used for the Subcontractor Employee interface.
Costpoint Vendor Email	Enter the subcontractor's Email address.