MANAGE EMPLOYEE INFORMATION

Use this screen to set up basic information for employees to be processed by Costpoint Labor, Payroll, and Human Resources.

Use this screen whenever you need to add new employees or change data for existing employees. You must set up labor categories on the Manage General Labor Categories screen before entering employees on this screen. If you want to enter default information on the Default tab, you must first set up the account, organization, and so on.

You must initialize the following screens before you can add records on this application:

• Manage General Labor Categories

• Manage Project Labor Categories (PLC)

• Manage Accounts

• Screens in the Accounting » General Ledger » Organizations menu

• Manage Project User Flow

• Manage Labor Locations/Locals

• Manage Pay Types

• Manage Workers' Compensation Codes

• Configure Leave Types

• Configure Leave Codes

• Manage Allowance Codes

• Manage Employee Class Codes

• Configure Company Information

• Manage Leave Periods

• Manage Timesheet Periods

This screen has five tabs:

• Employee Info — Use this tab to enter basic employee information.

• HR Data — Use this tab to enter additional human resources-related information for the employee.

• Address/Contact — Use this tab to enter employee address and telephone number information.

• Timesheet Defaults — Use this tab to enter timesheet default information.

• Product Interface — Use this tab if the employee uses Deltek Shop Floor Time and/or Manufacturing Execution.

• Notes — Use this tab to enter notes for the employee record.

Location

Identification

Employee

This alphanumeric field is user-defined. Each employee in the database must have an identifier.

• If you did not select the Use Social Security No for Employee ID check box on the Corporate Labor Settings subtask of the Configure Labor Settings screen, you can enter the maximum number of characters specified for Employee ID Length on the Corporate Labor Settings subtask.

• If you selected the Use Social Security No for Employee ID check box, enter the nine-digit Social Security number for new employees in the Employee field (in the numeric form _ _ _-_ _-_ _ _ _). The Social Security No field in the Employee Info tab automatically populates with the same data. The field length for the Employee field automatically defaults to 11 characters in this case (for example, 123-45-6789). 

After you save the record, you cannot change the Employee ID field. However, you can change the Social Security No field, regardless of the Use Social Security No for Employee ID check box's status. Similarly, existing employee records are not affected if the employee ID is different from the Social Security number.

Name

This field displays the employee's name.

Subtasks

• Table Information

  Changes to this screen update the following tables:

  • EMPL

  • DFLT_REG_TS

  • EMPL_PHONE

  • EMPL_SUP_ADDR

  • EMPL_PAY_TYPE_DFLT

  • PAY_TYPE

  • EMPL_LV_BAL

  • EMPL_ALLOW_CD

  • EMPL_LAB_INFO

  • EMPL_LV_ACCRL

  • EMPL_BOND_HDR2

  • EMPL_DED

  • EMPL_BOND_LN2

  • EMPL_BANK_HDR

  • EMPL_BANK_LN

  • EMPL_BANK_PEND_LN

  • EMPL_CNTRB

  • EMPL_TAX_MULTI

  • EMPL_TAX