Screen Fields
Use the fields on the Resource Information screen to enter basic employee information.
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. |
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. |
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. |