TRANSFER TALENT MANAGEMENT DATA

Use this screen to import and export information between Costpoint and Deltek Talent Management. Before you run the import and/or export process, use the options on this screen to select the type of information that will be included in the integration.

Identification

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.

Parameter ID

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.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Import

New Employees

Export

Changes since last export

Select this check box to include only changes since the last export. If this check box is not selected, a full export of the selected Costpoint values (Employees, Organizations/HR Organizations, Jobs, Job Templates) will be exported.

Employees

Select this check box to include employees in the export to Talent Management. Only employees with changes since the last export will be included if the Changes since last export check box is selected.

Only employees with hire dates that are less than or equal to the system date will be exported.

Exclude Employees with Termination Dates before <Threshold Date>

Select this check box to exclude employees that have a termination date prior to the date you specify on the screen. This is intended to be used only for full export of employees or you are not running the export with the Changes since last export check box selected. This check box will only be available if the Changes since last export check box is not selected and the Export - Employees check box is selected. If selected, enter a value in the unlabeled Threshold Date field.

Threshold Date

In this unlabeled field, enter, or click

to select, the threshold date at which employee’s with termination dates less than the specified date will not be included in the export to Talent Management. This is intended to be used only for full export of employees or if you are not running the export with the Changes since last export check box selected. This check box will only be available if the Changes since last export check box is not selected and the Export - Employees and Exclude Employees with Termination Dates before <Threshold Date> check boxes are selected. If Exclude Employees with Termination Dates before <Threshold Date> is selected, enter a date in this field.

Organizations

Select this check box to include Organizations in the export to Talent Management. Only Organizations with changes since the last export will be included if the Changes since last export check box is selected.

Detail Job Titles

Select this check box to include Detail Job Titles in the export to Talent Management. These are referred to as Jobs Profiles in Talent Management. Only Detail Job Titles with changes since the last export will be included if the Changes since last export check box is selected.

Job Templates

Select this check box to include Job Templates in the export to Talent Management. In order for Costpoint to provide a more complete employee-setup data for a new employee, a Job Template should be set up in Costpoint and tied to the employee in Talent Management. When that new employee is imported into Costpoint, the Job Template ID will be used to determine missing employee data. Only job templates with changes since the last export will be included if the Changes since last export check box is selected.