to select, the employee who will be automatically assigned as the approver for all position requisitions that are entered into Costpoint for your company.Use this screen to select the word processing package you are using to upload required forms. You can also automatically number job templates, accident claims, and grievances for tracking purposes.
Initialize this screen before any Costpoint Personnel processing takes place.
Use the fields and options to set up the numbering scheme and approval of your job templates.
There are two methods available for numbering job templates: System (generated by Costpoint) or Manual (assigned by you). Depending on the method you select, job template numbers can be assigned at the beginning or the end of the position requisition input process. The Manual method allows you to enter a job template number when you open the Manage Job Templates screen. With the System method, Costpoint assigns a number when you save a job template, and the Job Template Number field on the Manage Job Templates screen is disabled. Regardless of which method you select, Costpoint requires unique requisition numbers for each fiscal year.
Select this option to assign the job template numbers on a company-wide basis. This is the default. You specify a starting job template number, and then every job template number added into Costpoint is increased by one from the last job template number.
Select this option to assign job template numbers manually. Costpoint requires a job template number at the beginning of the entry process.
Select this check box if you want to auto-approve the requisitions that you enter in Costpoint.
You can use this check box if you use SilkRoad or HRsmart and do not use the job templates for recruiting in Costpoint, but instead, you use the job templates to provide employee default data for new employees that are imported from SilkRoad or HRsmart.
When you select this check box, you must enter an employee in the Default Requisition Approver field.
Enter, or click to select, the employee who will be automatically assigned as the approver for all position requisitions that are entered into Costpoint for your company.
This field displays the name of the employee that you assign as the default position requisition approver.
Use this group box to select which application provides the manager default on the Manage Employee Salary Information screen.
The default manager information can load from either the Manage Managers/HR Reps by Organization or the Manage Managers/HR Reps by HR Organization screen
If you select this option, managers set up on the Manage Managers/HR Reps by Organization screen are used as defaults on the Manage Employee Salary Information screen. Selecting this option disables the Manage Managers/HR Reps by HR Organization screen.
If you select this option, managers set up on the Manage Managers/HR Reps by HR Organization screen are used as defaults on the Manage Employee Salary Information screen. Selecting this option disables the Manage Managers/HR Reps by Organization screen.
Use this group box to select the numbering scheme for your accident claims.
There are two methods for numbering accident claims: System (Costpoint generates accident claim numbers) or Manual (you assign accident claim numbers). Depending on the method you select, accident claim numbers can be assigned at the beginning or the end of the accident claim entry process. With the Manual method, you enter an accident claim number (in the Internal Case Number field) on the Manage Accident Information screen. With the System method, Costpoint assigns a number when you save an accident claim record, and the Internal Case Number field on the Accident Information screen is disabled. Regardless of which method you select, Costpoint requires unique accident claim numbers for each fiscal year.
Select this option to assign the accident claim numbers on a company-wide basis. This is the default. You specify a starting accident claim number, and then each accident claim entered into Costpoint is increased by one from the last accident claim number.
Select this option to assign accident claim numbers manually. Costpoint requires an accident claim number at the beginning of the entry process.
Use this group box to identify which word processing package you are using to design your required forms.
Select this check box if you are using Microsoft® Word to generate required forms.
Select this check box if you are using WordPerfect® to generate required forms.
Use this group box to specify whether a validation of Detail Job Title found on the Manage Employee Salary Information screen must match the Training code found on the Trainings subtask of the Manage Education, Skills & Training Data screen.
There are three detail job title validation methods, No Edit, Soft Edit, and Hard Edit.
Select this option to indicate that you want no validation against the Detail Job Title listed on the Manage Employee Salary Information screen.
Select this option to have Costpoint display a warning message before accepting the entry.
Select this option to have Costpoint display an error message and prevent Detail Job Titles that do not match from being accepted. If the Detail Job Titles do not match, the entry is not accepted.