This topic lists the steps that you need to perform in order to allow the transfer of information between Costpoint and HRsmart.
To allow the transfer of information between Costpoint and HRsmart, you will need to complete the following steps:
Create or update organizations in Costpoint in Manage Organization Structures and Manage Organization Elements.
Create or update Jobs in Manage Detail Job Titles. This is an optional step and only applies if you are licensed for Costpoint Human Resources (HR).
Create records for the Detail Job Titles in Manage Detail Position Descriptions. This is an optional step and you may want to maintain the detail descriptions in HRsmart instead.
Create or update Job Template in Manage Job Templates. All requisitions/job templates are exported in HRsmart. All requisitions/job templates are exported in HRsmart. This is an optional step. However, it provides more intelligent defaults for Costpoint data attributes for new hires.
Make sure that employees in Costpoint have values on the following fields. These fields are required fields in HRsmart.
Work email address
Home email address
To include human resources (HR) representative data in the integration, complete the following steps: (Optional). This is for the approvers in HRsmart.
Go to the Configure Personnel Settings screen and select your Manager Defaulting Method which can be either By Company-wide Organization or By HR Organization.
Assign managers/HR representatives to company-wide organizations or HR organizations in one of the following screens:
If your Manager Defaulting Method is By Company-wide Organization, use the Manage Managers/HR Reps by Organization screen.
If your Manager Defaulting Method is By HR Organization, use the Manage Managers/HR Reps by HR Organization screen.
Go to Transfer HRsmart Data screen and select the type of data to be included in the integration.