Use this tab to select which employee data is exported from Costpoint into Deltek Time Collection 5.x or greater. In this screen, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values, and select employee leave balances, salary information, and timesheet defaults for export.
Select this check box to include basic employee information in the Employee file. This information is exported to the EMPL_YYYYMMDDHHMMSS.CSV file. Select this check box to enable the Employee History and Employee Leave check boxes and the Employee Groups group box.
Select this check box to include the employee's Salary Info and History data in the Employee History file. This information is exported to the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file location. For each check box that you select in the Base Tables group box on the Base/Link Tables tab, the corresponding check box is enabled in the Basic Timesheet Defaults group box. For example, if you select the Employee History check box and the Project (UDT02) check box (on the Base/Link Tables tab), the Project (UDT02) check box is enabled in the Basic Employee Defaults group box.
Select this check box to include employee labor rates in the Employee History file. This check box is enabled only if the Employee History check box is selected and the Deltek Time & Expense Version is Time & Expense 6.x on the Configure Labor Settings screen.
Select this check box to include the employee's accrued leave balance(s) and beginning leave balance(s) in the Employee Leave file. This information is exported to the EMPL_LEAVE_YYYYMMDDHHMMSS.CSV file.
With Deltek Time Collection 5.x or Deltek Time & Expense, you can group employees by manager, supervisor, and/or home organization. Use this group box to select the types of employee groups that you want to export. All check boxes in this group box are enabled only if you selected the Basic Employee check box in the Employee group box.
Select this check box to group employees by supervisor, and to export supervisor groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file.
Select this check box to group employees by manager, and to export manager groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file.
Select this check box to group employees by home organization, and to export home org groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. If you select this check box, the HR Org Groups check box is unavailable.
Select this check box to group employees by HR organization, and to export HR org groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. If you select this check box, the Home Org Groups check box is unavailable. You can select this check box only if you are licensed for Costpoint Human Resources.
If you have more than one company in your database, this check box is selected and disabled. If this check box is selected, employees are grouped by company and exported to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. A company is assigned to an employee when the employee is first set up in Costpoint.
Select this option to populate the Government ID field of the EMPL_YYYYMMDDHHMMSS.CSV file with the employee's social security number.
Select this option to populate the Government ID field of the EMPL_YYYYMMDDHHMMSS.CSV file with the employee's date of birth.
Select this check box to export the employee's default account (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Account (UDT01) check box on the Base/Link Tables tab.
Select this check box to export the employee's default project (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Project (UDT02) check box on the Base/Link Tables tab.
Select this check box to export the employee's default labor location (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Labor Location (UDT03) check box in the Base/Link Tables tab.
Select this check box to export the employee's default reference 1 value (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Reference 1 (UDT04) check box on the Base/Link Tables tab.
Select this check box to export the employee's default reference 2 value (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Reference 2 (UDT05) check box on the Base/Link Tables tab.
Select this check box to export the employee's default GLC (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the GLC (UDT06) check box on the Base/Link Tables tab.
Select this check box to export the employee's default PLC (from the Enter/Manaqge Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the PLC (UDT07) check box on the Base/Link Tables tab.
Select this check box to export the employee's default Worker's Comp code (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Worker's Compensation (UDT08) check box on the Base/Link Tables tab.
Select this check box to export the employee's default organization (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Organization (UDT09) check box on the Base/Link Tables tab.
Only those organizations that have been set up for export on the Manage Deltek Time and Expense Organizations screen are exported. You can also set up organizations for export by selecting the Time Collection Organization check box on the Manage Organization Structures screen or the Manage Organization Elements screen.
Select this check box to export the employee's default pay type (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Pay Type (UDT10) check box on the Base/Link Tables tab.
Use the three User-Defined Code drop-down lists to specify Costpoint values that are mapped to the corresponding Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code fields. The following options are available in the User-Defined Code drop-down lists:
None
Mailing State
Locator Code
Taxable Entity
Data for Mailing State, Locator Code, and Taxable Entity values are assigned to employee records on the Manage Project User Flow. If you select a value other than None in any of these drop-down lists, the specified Costpoint value is exported to the EMPL_YYYYMMDDHHMMSS.CSV file.
Use the three User-Defined Date drop-down lists to specify Costpoint values that are mapped to the corresponding Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date fields. The following options are available in the User-Defined Date drop-down lists:
None
Adjusted Hire
Birth Date
Last Review Date
Next Review Date
Data for Adjusted Hire, Birth Date, Last Review Date, Next Review Date values are assigned to employee records on the Enter/manage Project User Flow, and are exported to the EMPL_YYYYMMDDHHMMSS.CSV file if you select a value other than None in any of these drop-down lists.
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 1 field.
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 2 field.
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 3 field.
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 1 field.
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 2 field.
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 3 field.