Costpoint - SilkRoad Integration allows you to import SilkRoad new hire employee-related information into Costpoint. Costpoint - SilkRoad integration also allows you to export Costpoint employees, position requisitions, detail job titles, organizations/HR organizations, and labor locations to SilkRoad.
To create new positions in Costpoint, you will need to follow these guidelines:
Ensure the necessary Organizations or HR Organizations are set up.
Ensure the necessary Labor Locations are set up.
Ensure the necessary Detail Job titles are set up.
Enter the Position Requisition on the Manage Position Requisitions screen. Since the position information in this record will be used to build the new hire’s employee record when he/she is imported into Costpoint, ensure that all necessary data is entered.
When you have new position requisitions and/or when you add detail job titles, organizations, and labor locations in Costpoint, use the Transfer SilkRoad Data screen to export the new information to SilkRoad. You can export the information either manually or by scheduling an export process.
To export information to SilkRoad, complete the following steps.
Go to the Transfer SilkRoad Data screen in Costpoint.
Enter a Parameter ID and Description in the Identification group box.
In the Export group box, select the check box of the information that you want to export. Valid options are:
Employees
Organizations/HR Organizations
Detail Job Titles
Labor Locations
Positions Requisitions
If you only want to export the changes since the last time the export was ran, select the Changes since last export check box. If you do not select the Changes since last export check box, the generated CSV file will include a full export of the selected Costpoint values.
Click 
to run the export process immediately. If you want to schedule the export process at a later time, click Save, and schedule a job on the Manage Jobs screen.
Before you can import SilkRoad employee data into Costpoint, SilkRoad must generate a CSV file that contains the new employee records. SilkRoad creates the CSV files in an SFTP folder after the following steps/tasks have been completed in SilkRoad RedCarpet:
The Human Resource (HR) Coordinator adds a new employee profile for a position requisition. If the applicant was entered in SilkRoad OpenHire, the employee profile will be created when the employee information is transferred to SilkRoad RedCarpet.
The HR Coordinator creates an event: Onboarding for Deltek. This creates tasks that must be completed by the new employee.
The new employee completes the Welcome to Our Company task and New Hire Onboarding Form task.
The HR Coordinator completes the New Hire Onboarding Form – HR task.
After the completion of the New Hire Onboarding Form, SilkRoad exports the employee information in CSV file to an SFTP folder. SilkRoad exports new employee information to a CSV file every fifteen minutes.
After SilkRoad creates the CSV file that contains new employee information, you can import the information using the Transfer SilkRoad Data screen.
To import the SilkRoad information to Costpoint, complete the following steps.
Go to the Transfer SilkRoad Data screen in Costpoint.
Enter a Parameter ID and Description in the Identification group box.
Select the New Employees check box in the Import group box and Employees check box in the Export group box.
The Employees check box must be selected when you import new employees because the new hires will not be considered as employees until they are exported back to SilkRoad.
Click to run the export process immediately. If you want to schedule the export process at a later time, click Save, and schedule a job on the Manage Jobs screen.
Go to the Manage Employee Information screen, and run a query for the new employee records to verify if the import was successful.
COSTPOINT - SILKROAD INTEGRATION OVERVIEW
COSTPOINT - SILKROAD INTEGRATION IMPLEMENTATION