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Deltek Costpoint
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Page Location: Admin > Links > Pre Defined Links > Deltek Costpoint
The process for transferring new hires from Cyber Recruiter to the Costpoint product involves exporting the information to an ASCII Text file in a fixed-length format and importing that file into Costpoint product via the Employee Preprocessor. If you do not have the Employee Preprocessor as part of your package with Deltek, this interface requires additional custom programming to allow for the file to be read by Costpoint. Setup for this interface is required under Admin > Links > Pre-Defined > Deltek Costpoint and Admin > Codes > Costpoint.
Step 1: Set Global Defaults
Tab: General
| Question |
Response |
Result |
| Enable Costpoint Link? |
Yes |
All of Costpoint-specific pages and menu items will be added in Cyber Recruiter. |
| Additional Action Needed: Highlight Users in the Drop-Down List who should have access to the Costpoint-specific functions in Cyber Recruiter. Hold the CRTL key down to select more than one. |
| No |
Users will not see any references to Costpoint in Cyber Recruiter. |
Step 2: Build Code Tables
Page Location: Admin > Codes > Deltek Costpoint
Once you have enabled the interface a menu item under Admin > Codes will be accessible. Move to this location to enter the necessary codes to complete the setup and to use the interface on a daily basis. All code tables must be populated with valid codes from the Deltek Costpoint system (they must match exactly). If your codes can be placed into a comma delimited file they can be imported into the system via Admin > Processes > Import Code Table.
Set Prior to Completing “Defaults” in the setup page:
- Employee Class
- Leave Cycle
- Pay Type
- Timesheet Cycle
- Worker’s Comp
Set Prior to Using the Interface on a Daily Basis:
- Companies
- GLC
- Home Department
- Job Titles
- Labor Location
- Labor Group
- Locator
- Reasons
- Security Org ID
- Visa Type
Most of the codes in the setup section are independent of each other. However, three (3) codes build upon each other. It is best to populate these codes in the following order:
1) Workers Comp
2) Job Codes / Job Title
3) GLC Code (Labor Category)
Step 3: Setting Data Options
Page Location: Admin > Links > Pre-Defined Links > Deltek Costpoint
Tab: General
The Costpoint setup with Cyber Recruiter allows for the passing of HR information. There are system settings, defaults and code tables to be set.
| Question |
Answer |
Result / Detail |
| Capitalize everything? |
Yes |
All data transferred to Costpoint will appear in capitalized lettering. Some Costpoint users require this to make certain search functions work properly in Costpoint. |
| No |
All data transferred to Costpoint will appear as it was entered in Cyber Recruiter. |
| Make Supervisor a drop-down? |
Yes |
Supervisor field on each individual’s Costpoint page will be a drop-down field filled with Cyber Recruiter User IDs. |
| No |
Supervisor field on each individual’s Costpoint page will be an open text box to enter a name. |
| Make Manager a drop-down? |
Yes |
Manager field on each individual’s Costpoint page will be a drop-down field filled with Cyber Recruiter User Names. |
| No |
Manager field on each individual’s Costpoint page will be an open text box to enter a name. |
| Auto-Generate Employee #s |
Yes |
Cyber Recruiter will populate each new Costpoint export with the next available employee number.
Additional Action Needed: Enter the last number assigned as an employee number in the ‘Last Number Used’ field. |
| No |
User exporting new hires will manually enter each individual’s new ID number manually. |
| Total Employee # Length |
1 - 12 |
Indicate the total length of the employee number (for example if it has to be exactly 6 characters) |
| Last Number Used |
|
Enter the last number used. This field will be updated automatically by the system once numbers are issued. |
| Leading Characters |
|
Enter any special characters which should be passed to Costpoint in front of the employee number. Putting ‘S’ would product the numbers S0009, S00010, etc. |
| Version |
5
6, 6.1
7 |
Select the version of CostPoint in use. |
| Users |
|
Highlight the users who should be able to view the Costpoint data collection page and should be able to export he data and create the Costpoint file. |
Step 4: Setting CostPoint Defaults
Page Location: Admin > Links > Pre-Defined Links > Deltek Costpoint
Tab: Defaults
Enter field defaults as Users should see them when transferring Employees to Costpoint. The default value always overrides whatever is stored for any particular Individual. If no default is entered, it can be entered on the Applicant File > Costpoint Page.
Step 5: Define Required Fields
Page Location: Admin > Links > Pre-Defined Links > Deltek Costpoint
Tab: General
The Required Fields Tab allows the Administrator to indicate which fields are required during the completion of the export process to Costpoint. If a field is checked on this page and a particular individual does not have that field populated when an export is run, that particular individual will not be exported and an error will appear on the export error log indicating that the person was missing a piece of required information.
See also
Hiring Into Costpoint
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