in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.Use this screen to import employee information from an ASCII file. You can review and edit employee data created through the preprocessor in the Manage Employee Information and Manage Employee Salary Information screens.
This is a separately licensed product for the current release of Deltek Costpoint. An Ongoing Support Plan (OSP) is available for routine maintenance and upgrades to this interface. Customization is priced separately.
in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.Only one user at a time can run this application.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Use this group box to select the value that indicates field deletion.
If the selected value is specified for an existing employee, and the field allows deletions, then the corresponding Manage Employee Information and Manage Employee Salary Information column is deleted upon processing.
If the selected value is specified for a new employee, and the field is not required, then the corresponding Manage Employee Information and Manage Employee Salary Information column is populated with a NULL/blank value.
Select this option if processing a comma-separated file format and a NULL value indicates that a value must be deleted from an existing record.
Select this option if you are processing a fixed-length or ADP file format and blank spaces indicate that a value must be deleted from an existing record. For example, if you are processing a comma-separated file and no value is specified in the Emergency Telephone field for an employee in the input file, when that input file is imported, the employee's Emergency Telephone number in Costpoint's Manage Employee Information screen is deleted.
Select this option if you are processing a comma-separated file or a fixed-length file format and an asterisk (*) indicates that a value should be deleted from an existing record. For example, if you are processing an input file and an asterisk is specified in the Emergency Telephone field for an employee in the input file, then when that input file is imported, the employee's Emergency Telephone number in Costpoint's Manage Employee Information screen is deleted.
Use this group box to specify whether to use standard hours or company work hours when converting between annual and hourly pay rates.
Select this check box to specify that the standard hours, which were entered in Record 2, are used to determine the relationship between hourly and annual pay. Otherwise, the application uses the value from the Number of Work Hours in the Year field in the Configure Labor Settings screen.
Use this group box only when you are using the ADP file formats to import. Valid data are numbers "1" through "15," which are ADP Date Field Numbers.
Enter the ADP Date Field Number that contains the hire date. This information is required for ADP processing only. The default is "1."
Enter the ADP Date Field Number that contains the birth date. This information is optional for ADP processing only. The birth date location must be different from the hire date location.
Select this check box if the employee ID from the input file must be mapped to the PR Service ID assigned to a Costpoint employees.
If this check box is selected, the Import Employee Data screen ignores the Costpoint employee ID and instead uses the PR Service ID to determine which employee records must be updated.
If the input file's Employee ID matches the PR Service ID for an existing Costpoint employee, that employee's records are updated (employee treated as existing employee). If the input file's Employee ID does not match a PR Service ID for an existing Costpoint employee, a new employee is created and the input file Employee ID is used as the new Costpoint employee ID as well as the PR Service ID assigned to that employee (employee treated as new employee).
If this check box is not selected, the input file Employee ID is mapped to the Costpoint employee ID. If the input file Employee ID matches an existing Costpoint employee ID, that employee's records are updated (employee treated as existing employee). If the input file's Employee ID does not match an existing Costpoint employee ID, a new employee is created and the input file Employee ID is used as the new Costpoint employee ID. The input file Employee ID is also the PR Service ID assigned to that employee (employee treated as new employee).
Select this check box to create a vendor record in Accounts Payable for new employees. If you choose this option, the term ON RECEIPT must exist in the Vendor Terms table in Accounts Payable. The Vendor ID issued to the employee is the same as the Employee ID. For existing employees with vendor records, the following fields are updated in the VEND table:
EMPL_ID
VEND_LONG_NAME
LN_1_ADR
LN_2_ADR
LN_3_ADR
CITY_NAME
MAIL_STATE_DC
POSTAL_CD
COUNTRY_CD
This check box is available only when you select the Add/Update Vendor on the Add/Updated of Employee check box on the Configure Vendor Settings screen.
Enter the password that allows you to make updates to vendor information. This field is available only when the Create Vendor Record check box is selected.
You must enter a password if both the Add/Update Vendor on Add/Update of Employee check box (on the Configure Vendor Settings screen) and the Record Vendor Info Updates check box (on the Configure Accounts Payable Settings screen) are selected.
Enter the location of the input file you are importing. There are two ways to do this:
In the File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
or
From the Global Menu, click Process » File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Enter, or click to select, the name of the file to be processed. The error file has the same name with an extension of ".ERR." Do not give the input file an ".ERR" extension, or an error will occur.
From the drop-down list, select the input file format. Valid options are:
Comma-Separated — If you select this option, each field is separated by a comma. The final field on each line does not have a trailing comma. Strings are not enclosed in quotes.
Fixed-Length — If you select this option, each field is of fixed length and must be padded with spaces to the specified field width. You must use this type of file if you are going to import fields that contain commas in the data.
ADP ( MFOUT.xxx) — Select this option to import data directly from the ASCII file formats generated by ADP's Full Masterfile Output Utility. The application determines which version of ADP prepared the file and automatically adjusts for the differences in the formats.
User-Defined — Select this option if you created a unique file layout in the Manage Employee Import User-Defined Format screen. Each field should be separated by a comma and the field position is determined by the layout in the Manage Employee Import User-Defined Format screen.
From the drop-down list, select what action you want the system to take when an input file field is too long for the target database column. This field is available only if you selected Comma-Separated in the File Format drop-down list. Valid options are:
Always truncate — If you select this option, values that are too long are always truncated without a warning. A warning message is written to the Error Report.
Never truncate — If you select this option, values that are too long are never truncated. The record is rejected and an error message is written to the Error Report.
Use the 16 fields in this group box to select the default values in the input file. If you select a default value for a field, any null (or blank) values encountered in the input file for that field are replaced with the default value you select. Note that this feature does not substitute a default value when an invalid value is encountered in the input file; invalid values cause the automatic rejection of the record containing the incorrect value.
Clear the drop-down lists to disable default value substitution.
Select the Update Existing Employees check box if the selected default value overrides data for existing employees. Please note that the default value is used only if a value is not provided in the input file.
Clear the Update Existing Employees check box if the selected default value does not override data for existing employees.
Enter, or click to select, a default value for timesheet cycle.
Enter, or click to select, a default value for leave cycle.
Enter, or click to select, a default value for overtime state.
Enter, or click to select, a default value for worker's compensation.
Enter, or click to select, a default value for pay type.
Enter, or click to select, a default value for general labor category.
Enter, or click to select, a default value for timesheet general labor category.
Enter, or click to select, a default value for employee class.
From the drop-down list, select a default value for employee status. Valid options are:
Active
Family Medical Leave
Inactive Accruing Leave
Inactive
From the drop-down list, select a default value for Fair Labor Standards Act (FLSA) status. Valid options are:
Exempt
Non-exempt
From the drop-down list, select a default value for rate type. Valid options are:
Annual
Hourly
Salary
From the drop-down list, select a default value for hourly/salaried status. Valid options are:
Fluctuating
Hourly
Salaried
From the drop-down list, select a default value for employee type. Valid options are:
Regular
Part-time
Temporary
Enter, or click to select, a default value for home organization.
Enter, or click to select, a default value for visa type.
Enter, or click to select, a default value for race/ethnicity code for new employees.
Click 
and select Process Input File to read the input file, create the temporary tables, validate the records, write invalid records to an error output file, and print the edit and error reports. Details of the processing and the input file layout are provided below.
Click and select Process and Print Input File to perform all of the actions that the Process Input File option executes and to also upload the data into the Costpoint database tables.