Talent Management - Vantagepoint

The Talent to Vantagepoint integration connects supported data points in both systems for the following processes: New Hire, Rehire, Employee updates, New Organizations, and Organization Modifications. This integration is accessible through the Unionpoint customer portal.

Productized Integration Overview

Deltek Vantagepoint is a single cloud-based or on-premises solution that puts projects and people at the center of your business so that you can improve productivity, efficiency, and profitability. Deltek Talent Management (Talent) helps you improve the quality of new hires, increase employee engagement, and maintain compliance, all while giving you comprehensive visibility into the state of your workforce.

The Talent to Vantagepoint integration connects supported data points in both systems for the following processes: New Hire, Rehire, Employee updates, New Organizations, and Organization Modifications. This integration is accessible through the Unionpoint customer portal.

Deltek Talent to Vantagepoint integration uses connectors built by Deltek for both products, empowering you to focus on hiring and managing employees:

• When Talent has the Core HR Module enabled, all employee information is sent from Talent to Vantagepoint (such as new hires, employee changes, and terms).
• When Talent does not have the Core HR module enabled, employee changes are made in Vantagepoint and then synced to Talent.
• Organization changes are sent from Vantagepoint to Talent.

Configuration

An app connection or connection authorizes the Deltek Talent connector to interact with Deltek Vantagepoint.

When parameters are entered and the integration is initiated, all the configuration required in Vantagepoint and Talent such as enabling variables and creating webhooks are done via Workato.

Parameters

This connector requires parameters to be entered for both connections.

Connection to Talent

To connect to Talent, a new connection requires the following parameters:

Parameter	Description
Connection Name	By default, this connector uses the connection name, My Deltek Talent account. You can opt to replace this default connection name and use your preferred connection name. The connection may be reused in other recipes.
Location	The project or folder location.
Talent API Authentication Token	The authentication token provided by Talent. Example: <xxxxxxxxxxxxxxxxx111111>
REST & SOAP API URL	The Talent Management API Gateway URL. Example: https://soatest.example.com/
SOA Version	The version of the service-oriented architecture for Talent, which is the same thing as its API version. Example: 4
Language	The language used by Talent. The default value is en (English). Example: en

Connection to Vantagepoint

To connect to Vantagepoint, a new connection requires the following parameters:

Parameter	Description
Connection Name	By default, this connector uses the connection name, My Deltek Talent account. You can opt to replace this default connection name and use your preferred connection name. The connection may be reused in other recipes.
Location	The project or folder location.
Username	The username used to log in.
Password	The password used to log in.
Vantagepoint Domain and Path	The complete domain name and path to your Vantagepoint instance. Example: https://customername.example.com/vantagepoint
Client ID	The ID of the client.
Client Secret	The secret key of the client. This allows the connector to authenticate through a single API key or secret.
Database	The database of the client.

Account Properties

The Talent Management to Vantagepoint Integration configuration requires the following account properties to be set from the Workato portal. They are set and managed by Deltek customer service.

Property	Accepted Values
CoreHR	Boolean (true or false).
DefaultCompanyCode	Code number. Example: 01
DefaultOrgCode	Code number. Can be any delimiter and could be only two levels, such as 01-02. Example: 01:01:01
OnboardingUsed	Boolean (true or false).
EmpNumberLength	Number. Example: 5
UseAutoNumber	Boolean (true or false).

Vantagepoint to Talent Management Data Mapping

For seamless integration between applications, you need to map data appropriately. This section provides data mapping information about the integration from Vantagepoint to Talent Management.

There are differences in terminology between the two applications:

Vantagepoint Data	Talent Management Data
Company/Organization	Organization Levels
Employees	Users

Custom scripts can be created to map additional data between Vantagepoint and Talent Management. For more information, contact Deltek Consulting.

Organization Levels Data Mapping

Vantagepoint organization settings are mapped to Talent Management organization levels (Company, Division, and Department).

Data initialization will populate the organizational structure in Talent Management with the organization codes and subcodes from Vantagepoint.

The organization that is selected for an employee record in Talent Management must match an existing organization in Vantagepoint. If it does not, Vantagepoint will reject the record.

After the initial import of organization data from Vantagepoint into Talent Management, make sure to select a fully-qualified organization (a lowest-level organization) in Vantagepoint for the employee. Changes on the organizational structure will be reflected in Talent Management on the next data transfer.

Talent Management Destination	Vantagepoint Source
org_level_code	Top Level (Company) is mapped to the company that is designated as the Orglevel=1 in CFGOrgCodesData table. Fully qualified organizations, or those lower-level organizations that have a parent organization, are mapped to the level-2 organizations, level-3 organizations, and so on in the Vantagepoint Organization table. When the data is passed on to the Talent Management application, Vantagepoint determines the parent relationship based on the organizational code and the delimiter. For example, 0A:01:02 means that in Vantagepoint, 0A is the organizational code of Orglevel =1, 01 is the organizational code of the level-2 organization, and 02 is the organizational code of the level-3 organization.
org_level_name	For organizations that use the multicompany feature: Top Level (Company) is mapped to the label of the company designated as Orglevel = 1 with the organization code appended. For example, Company A (0A). Fully qualified organizations are mapped to the name of the organization with the organizational code appended. For example, Accounting Department (0A:01:02) For organizations that do not use the multicompany feature and that have organizations: Top Level (Company) is populated with 00 and the Firm Name in the Vantagepoint CFGMainData table. The organization designated as Orglevel=1 becomes the organization designated for Orglevel=2; the organization designated as Orglevel=2 becomes the organization for Orglevel=3 and so on. For organizations that do not use the multicompany feature and that have no organizations: Top Level (Company) is populated with 00 and the Firm Name in the Vantagepoint CFGMainData table.
org_level_active	Top Level (Company) and higher-level organizations are mapped to the Status of the organization in CFGOrgCodesData table. Fully qualified organizations are mapped to the status of the organization in Organization table.
org_level_parent_code	Top Level (Company) is populated with top_level. Fully qualified organizations are mapped to level-2, -3, and so on organizations in the Vantagepoint Organization table. Org_level_parent_code is mapped to the organization code of the parent of the organization.

Users Data Mapping

Talent Management users directly correlate to Vantagepoint’s employee information. You should maintain employee records in Vantagepoint. Changes will be synchronized between the two applications on the next data transfer.

Talent Management requires the following fields from Vantagepoint when sending employee data:

• Email (must be a unique value)
• First Name
• Last Name
• Employee ID (Employee)

Talent Management Destination	Vantagepoint Source
user_id	TalentUserID (EMMain)
user_email	Email (EMMain)
user_firstname	FirstName (EMMain)
user_middlename	MiddleName (EMMain)
user_lastname	LastName (EMMain)
user_employee_id	Employee (EMMain)
user_login	Email (EMMain)
user_lockedout	N/A
user_password	N/A
user_address_one	Address1 (EMMain)
user_address_two	Address2 (EMMain)
user_address_three	Address3 (EMMain)
user_city	City (EMMain)
user_state	State (EMMain)
user_zipcode	ZIP (EMMain)
user_country	Country (EMMain)
phone_work	WorkPhone (EMMain)
phone_data	N/A
phone_home	HomePhone (EMMain)
phone_mobile	MobilePhone (EMMain)
phone_pager	N/A
user_hire_date	HireDate (EMCompany)
user_dob	N/A
user_location	N/A
user_status	N/A
user_org_level	Org (EMCompany)
job_code	N/A
position_code	N/A
user_manager	Supervisor (EMCompany)
user_peer_appraisers	N/A
user_matrix_managers	N/A
user_approvers	N/A
hrbps	N/A
user_group	"Employee"
active/inactive	Status (EMCompany)
national_identifier	SSN (EMMain)
user_terminated	TerminationDate (EMCompany)
user_time_zone	N/A
user_rehire_eligibility_id	N/A
user_termination_reason	N/A
user_separation_reasons	N/A
user_original_email	N/A
user_separation_comments	N/A
wizard_target_id	N/A

Talent Management to Vantagepoint Data Mapping

For seamless integration between applications, you need to map data appropriately. This section provides data mapping information for the integration from Talent Management to Vantagepoint.

The integration from Talent Management to Vantagepoint currently consists of new hires information. Vantagepoint uses the data provided by Talent Management and populates fields in the following Vantagepoint tables:

1. EMMain
2. EMCompany

New Hires Data Mapping

Talent Management new hire information is mapped into Vantagepoint.

You should maintain employee records in Vantagepoint. Changes will be synchronized between the two applications on the next data transfer.

The following table shows the sources of the employee data:

Vantagepoint Destination Table	Vantagepoint Destination Field	Vantagepoint Field Description	Talent Management/Default Source
EMMain, EMCompany	Employee	Employee ID	The value of Employee ID is used to match the records between Vantagepoint and Talent Management. Before the integration and data initialization, it is recommended that the values for the Employee ID in both systems match. Also, note that Vantagepoint has an auto-numbering feature that can affect the value of the Employee ID.
EMMain	HomeCompany	Home Company	req_company_code
EMMain	LastName	Last Name	user_lastname
EMMain	FirstName	First Name	user_firstname
EMMain	MiddleName	Middle Name	user_middlename
EMMain	BillingPool	[Reserved for Future Use]	N/A
EMMain	SSN	Social Security Number	code (get_national_identifier API)
EMMain	Address1	First line of address	user_address_one
EMMain	Address2	Second line of address	user_address_two
EMMain	Address3	Third line of address	user_address_three
EMMain	City	City	user_city
EMMain	State	State	user_state_abbreviation
EMMain	ZIP	ZIP	user_zipcode
EMMain	Country	Country	user_country_abbreviation
EMMain	HomePhone	Home Telephone Number	phones (where type=home)
EMMain	EMail	Email	user_email
EMMain	TKAdminLevel	Time Administration Level	N/A
EMMain	TKAdminEdit	Time Administration Level Editing	N/A
EMMain	TKAdminApproval	Time Administration Level Approval	N/A
EMMain	Memo	Comments	N/A
EMMain	Salutation	Prefix for the Name	N/A
EMMain	Suffix	Suffix for the Name	N/A
EMMain	Title	Job Title	N/A
EMMain	ExportInd	[Reserved for Future Use]	N/A
EMMain	WorkPhone	Work Telephone Number	phones (where type=work)
EMMain	MobilePhone	Mobile Phone Number	phones (where type=mobile)
EMMain	AvailableforCRM	Available to CRM users	N/A
EMMain	ReadyForApproval	Available to Accounting users	N/A
EMMain	PreferredName	Preferred Name	N/A
EMMain	HomePhoneFormat	Format for the Home Phone Number	phone format (where type=primary) in Vantagepoint of the value of country field (user_country_abbreviation in Talent Management)
EMMain	WorkPhoneFormat	Format for the Work Phone Number	phone format in Vantagepoint of the value of country field (user_country_abbreviation in Talent Management)
EMMain	MobilePhoneFormat	Format for the Mobile Phone Number	phone format in Vantagepoint of the value of country field (user_country_abbreviation in Talent Management)
EMMain	Language	Language	N/A
EMMain	TargetRatio	Percentage of Hours Expected to be Charged to a Project	N/A
EMMain	UtilizationRatio	Utilization Ratio	N/A
EMMain	ConsultantInd	Consultant Indicator	N/A
EMMain	ClientVendorInd	Indicator for Client/Vendor option	N/A
EMMain	ClientID	Client ID	N/A
EMMain	Vendor	Name of the Vendor/Consultant	N/A
EMMain	CreateUser	Username of the User who Created the Record	AuditUser (CFGIntegrationWS)
EMMain	CreateDate	Date and Time when the Record was Created	current date_time
EMMain	ModUser	Username of the User who Modified the Record	AuditUser (CFGIntegrationWS)
EMMain	ModDate	Date and Time when the Record was Modified	current date_time
EMMain	TalentModDate	Date and Time when a Mapped Record Between Vantagepoint and Talent Management was Last Modified in Vantagepoint	N/A
EMCompany	JobCostRate	Job Cost Rate	N/A
EMCompany	JobCostType	Job Cost Type (Hourly or Salaried)	N/A
EMCompany	JCOvtPct	Overtime Percentage	N/A
EMCompany	HoursPerDay	Number of Hours Worked Per Day	N/A
EMCompany	HireDate	Hire Date	user_hire_date or candidate_hire date, whichever is more recent
EMCompany	RaiseDate	Date of Next Raise	N/A
EMCompany	Status	Status	N/A
EMCompany	Type	Employee Type (Principal or Employee)	N/A
EMCompany	Org	Organization	req_division_code for databases with 1-2 organizational levels req_department_code for databases with 3 or more organizational levels
EMCompany	Region	Regional Office	N/A
EMCompany	BillingCategory	Default Category when By category labor billing method is used	N/A
EMCompany	TKGroup	Time group	N/A
EMCompany	EKGroup	Expense group	N/A
EMCompany	PayRate	Pay Rate	N/A
EMCompany	PayType	Pay Type (Hourly or Salary)	N/A
EMCompany	PayOvtPct	Overtime Percentage Rate	N/A
EMCompany	PaySpecialOvtPct	Special Overtime Percentage Rate	N/A
EMCompany	ADPFileNumber	ADP File Number	N/A
EMCompany	ADPCompanyCode	ADP Company Code	N/A
EMCompany	ADPRateCode	ADP Rate Code	N/A
EMCompany	ProvCostRate	Provisional Cost Rate	N/A
EMCompany	ProvBillRate	Provisional Billing Rate	N/A
EMCompany	ProvCostOTPct	Provisional Cost Rate for Overtime	N/A
EMCompany	ProvBillOTPct	Provisional Billing Rate for Overtime	N/A
EMCompany	DefaultLC1	Level 1 default labor code	N/A
EMCompany	DefaultLC2	Level 2 default labor code	N/A
EMCompany	DefaultLC3	Level 3 default labor code	N/A
EMCompany	DefaultLC4	Level 4 default labor code	N/A
EMCompany	DefaultLC5	Level 5 default labor code	N/A
EMCompany	ChangeDefaultLC	Indicator for Changing the Default Labor Code	N/A
EMCompany	TerminationDate	Termination Date	N/A
EMCompany	UseTotalHrsAsStd	Indicator for Using Total Hours Worked as the Standard for Time Analysis Reporting	N/A
EMCompany	JCSpecialOvtPct	Job Costing Special Overtime Percentage	N/A
EMCompany	ProvCostSpecialOTPct	Provisional Cost Percentage for Special Overtime	N/A
EMCompany	ProvBillSpecialOTPct	Provisional Billing Percentage for Special Overtime	N/A
EMCompany	YearsOtherFirms	Years Worked in Other Firms	N/A
EMCompany	Supervisor	Supervisor	manager_employee_id
EMCompany	ReadyForProcessing	Indicator for Approved for Use in Transaction Processing	N/A
EMCompany	CheckHours	Indicator if actual hours in Timesheet match expected hours	N/A
EMCompany	Locale	Payroll Tax Locale	N/A
EMCompany	LocaleMethod	Method for specifying the Payroll Tax Locale	N/A
EMCompany	OtherPay	The first Other Pay amount	N/A
EMCompany	OtherPay2	The second Other Pay amount	N/A
EMCompany	OtherPay3	The third Other Pay amount	N/A
EMCompany	OtherPay4	The fourth Other Pay amount	N/A
EMCompany	OtherPay5	The fifth Other Pay amount	N/A
EMCompany	CostRateMeth	Cost Rate Method	N/A
EMCompany	CostRateTableNo	Cost Rate Table Number	N/A
EMCompany	PayRateMeth	Pay Rate Method	N/A
EMCompany	PayRateTableNo	Pay Rate Table Number	N/A
EMCompany	PriorYearsFirm	Prior Years with this Firm	N/A
EMCompany	PaychexCode1	Paychex code for regular hours	N/A
EMCompany	PaychexCode2	Paychex code for overtime hours	N/A
EMCompany	PaychexCode3	Paychex code for special overtime hours	N/A
EMCompany	IncludeLocalJurisOnly	Indicator for Include Local Jurisdictions option	N/A
EMCompany	AllowChargeUnits	Indicator for Allow Employee to Charge Units in Timesheet option	N/A
EMCompany	RequireStartEndTime	Indicator for Require Employee to Enter Start and End Times option	N/A
EMCompany	AllowBreakTime	Indicator for Allow Employee to Enter Meals and Breaks option	N/A
EMCompany	DefaultBreakStartDateTime	Date and time selected in Default Meal Start Time	N/A
EMCompany	DefaultBreakEndDateTime	Date and time selected in Default Meal End Time	N/A
EMCompany	PaychexRateNumber	Default Paychex Rate Number	N/A
EMCompany	EmailPayrollRemittance	Option for Receiving Payroll Check Remittance reports	N/A
EMCompany	EmailExpenseRemittance	Option to Allow Employees to Receive Expense Check Remittance reports	N/A
EMCompany	OccupationalCode	Occupational code for Alaska	N/A
EMCompany	GeographicCode	Geographical code for Alaska	N/A
EMCompany	StatutoryEmployee	Statutory Employee option	N/A
EMCompany	RetirementPlan	Retirement Plan option	N/A
EMCompany	ThirdPartySickPay	Amount from Third Party Sick Pay	N/A
EMCompany	ClieOpTransactionType	Transaction type for the ClieOP format	N/A
EMCompany	ClieOp	ClieOp format option	N/A
EMCompany	ClieOpAccount	Account number for the ClieOP format	N/A
EMCompany	ClieOpAccountType	Account type for the ClieOP format	N/A
EMCompany	SEPAIBAN	Employee IBAN number for SEPA format	N/A
EMCompany	SEPABIC	Employee BIC number	N/A
EMCompany	TaxRegistrationNumber	Tax Registration Number	N/A
EMCompany	DisableTSRevAudit	Disable Timesheet Revision Auditing	N/A

Default Values

Some Vantagepoint fields have default values when a new employee record is received from Talent Management.

Vantagepoint Destination Field	Vantagepoint Field Description	Default Value
AvailableforCRM	Available to CRM users	Yes
ReadyForApproval	Available to Accounting users	Yes
ConsultantInd	Consultant Indicator	No
JobCostType	Job Cost Type	Hourly
Status	Status	Active
PayType	Pay Type	Hourly
ChangeDefaultLC	Indicator for Changing the Default Labor Code	Yes
ReadyForProcessing	Indicator for Approved for Use in Transaction Processing	No

Monitoring the Status of Talent Management Integrations

You can monitor Talent Management data integration and import processes from within Vantagepoint.

Monitor the Status of Data Integration Processes

Use the Queue Manager in Vantagepoint to monitor all data integrations between Vantagepoint and other systems.

You can use the Queue Manager form to view the status of the following:

• Importing Talent Management new hire employee-related information into Vantagepoint.
• Exporting Vantagepoint employee-related information and organizations to Talent Management.

To use the Queue Manager:

1. In the Vantagepoint Navigation pane, select Utilities > Process Server > Queue Manager.

   The Queue Manager form displays the following information for every integration instance:

   • Status of the process
   • Description of the process
   • Date/Time when the process will be run in the future (Start After)
   • Date/Time when the process started (Started)
   • Date/Time when the process finished (Finished)
   • User who ran the process (Submitter)

Monitor the Status of Data Import and Transfer Processes

You can view status messages in the Talent Management Integration Call Log grid.

To view data import and transfer information:

1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Talent Management.

   The fields in the Talent Management Integration Call Log grid display log messages and other details:

Option	Description
Status	Indicates if a transfer job is pending, has failed, or has been completed.
Start After	The date and time when a scheduled transfer job will run.
Started	The date and time when a transfer job has started.
Finished	The date and time when a transfer job has finished.
Submitter	The user who initiated or transferred the transfer job.

Troubleshooting

Related Links

• Talent Management Online Help
• Vantagepoint Online Help
• Workato Docs