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Deltek Vision
The transfer process (Cyber Recruiter to Vision ) replaces the New Hire Action in Vision. When an applicant needs to be ‘hired’ into Vision, this is done one at a time from the Applicants > Hire into Deltek Vision process in Cyber Recruiter.
Step 1: Find the Applicant
If you are using the option to ‘Process New Hire’ you can skip this step as the system will already know which individual you are working with.
From the Applicant’s file, select Vision page.
Step 2: Enter Employee Identifiers
Enter the Employee Number (unique identifier for Vision) as well as the Hire Date. Both fields are required.
Step 3: Verify/Complete Information
Demographics
Make any necessary changes to the demographics information that has been captured by Cyber Recruiter. First Name and Last Name are required fields on this page. Changing information on this page DOES NOT update the demographics page in Cyber Recruiter. So, if the information should be changed in both locations, then be sure to go back to the applicant's demographic page to make the change as well.
Remember that the email address that is being passed over to Vision should be the new corporate email address if emailing from Vision is an organizational practice.
Field |
Note |
First Name |
Required Field |
Middle Name |
|
Last Name |
Required Field |
Nickname |
|
Home Phone |
|
Work Phone |
The field on the page is whatever was entered as the applicant's work phone number during the application process. If the new work number is know, enter it now so Vision is up to date. |
Work Ext |
The field on the page is whatever was entered as the applicant's work phone number extension during the application process. If the new work number extension is know, enter it now so Vision is up to date. |
Cell Phone |
|
Fax |
|
Email |
The field on the page is the home email address but the field will be mapped to the Vision 'Work' email address. So, if the new address is known, change the field to be the new work address. |
Street 1 |
|
Street 2 |
|
City |
|
State |
|
Zip |
|
Country |
|
SSN |
|
Job Information
Enter the necessary job related information in the fields provided. Some of these fields might be required as determined by the Administrator.
Field |
Job Title |
Org |
Supervisor |
Type |
Hours per Day |
Pay Type |
Pay Rate |
Billing Category |
TK Group |
EK Group |
Other Information
Enter the necessary other information in the fields provided. Some of these fields might be required as determined by the Administrator.
Field |
Overtime Costing % |
Special Overtime % |
Target Ratio |
Bill Rate |
Bill Overtime % |
Change Default LC |
LC 1 |
LC 2 |
LC 3 |
LC 4 |
Step 4: Send Information
Press the Save Changes button in the system. Click the link "Hire Into Vision" to push the data over to Vision. The information can now be located in Vision. All data related to the transfer is saved in Cyber Recruiter.
Where the Data Goes
Personal and Job Data
** This information was adapted from the Deltek Vision specification document ***
Vision Field Name |
Cyber Recruiter Field Name |
Employee
|
Employee ID - entered during Hire process
|
Lastname
|
Last name
|
Firstname
|
First name
|
Middlename
|
Middle name
|
Payrate
|
Pay Rate - entered during the Hire process
|
Jobcostrate
|
Same as 'Pay Rate' entered during the Hire process
|
Jobcosttype
|
Same as the 'Pay Type' entered during the Hire Process
|
Paytype
|
Pay Type - entered during the Hire process
|
Payovtpct
|
Overtime Costing % - entered during the Hire process
|
Jcovtpct
|
Same as the "Overtime Costing %" entered during the Hire process
|
Targetratio
|
Target ratio - entered during the Hire process
|
Hoursperday
|
Hours per Day - entered during the Hire process
|
Hiredate
|
Hire Date - entered during the Hire process
|
Status
|
“A”
|
Type
|
Type - entered during the Hire process
|
Org
|
Org - entered during the Hire process |
Billingcatergory
|
Billing Category - entered during the Hire process
|
Billingpool
|
0
|
SSN
|
SSN
|
Address1
|
Home Address 1
|
Address2
|
Home Address 2
|
City
|
Home City
|
State
|
Home State
|
Zip
|
Home Zip
|
Country
|
Home Country
|
Homephone
|
Home Phone
|
Fax
|
Fax
|
Email
|
Email
Pulled from Home Email address on the demographics page but can be changed during the Hire process.
|
Tkgroup
|
TK Group - entered during the Hire process
|
Tkadminedit
|
“N”
|
Tkadminapproval
|
“N”
|
Ekgroup
|
EK Group - entered during the Hire process
|
Ekadminedit
|
“N”
|
Ekadminapproval
|
“N”
|
Provcostrate
|
Same as 'Pay Rate' entered during the Hire process
|
Provbillrate
|
Bill Rate - entered during the Hire process
|
ProvCostotpct
|
Same as the "Overtime Costing %" entered during the Hire process
|
Provbillotpct
|
Billing Costing % - entered during the Hire process
|
Changedefaultlc
|
Changed Default LC - entered during the Hire process
|
Defaultlc1
|
LC1 - entered during the Hire process
|
Defaultlc2
|
LC2 - entered during the Hire process
|
Defaultlc3
|
LC3 - entered during the Hire process
|
Defaultlc4
|
LC4 - entered during the Hire process
|
Defaultlc5
|
LC5 - entered during the Hire process
|
UseTotalHrsAsStd
|
“N”
|
ProvCostSpecialOTPct
|
Same as the "Overtime Costing %" entered during the Hire process
|
ProvBillSpecialOTPct
|
0
|
Title
|
Job Title - entered during the Hire process
|
YearsOtherFirms
|
0
|
Exportlnd
|
“N”
|
Consultantlnd
|
“N”
|
Supervisor
|
Supervisor - entered during the Hire process
|
Workphone
|
Work Phone
Pulled from Work Phone on the demographics page but can be changed during the Hire process.
|
Workphonext
|
Work Extension
Pulled from Work Phone Extension on the demographics page but can be changed during the Hire process.
|
Mobilephone
|
Cell Phone
|
Createuser
|
“CR”
|
Createdate
|
Current Date
|
AvailableForCRM
|
“Y”
|
ReadyForApproval
|
“Y”
|
ReadyForProcessing
|
“Y”
|
Moduser
|
“CR”
|
Moddate
|
Current Date
|
LocaleMethod
|
0
|
Otherpay
|
0
|
Otherpay2
|
0
|
Otherpay3
|
0
|
Otherpay4
|
0
|
Otherpay5
|
0
|
CostRateMeth
|
0
|
CostRateTableNo
|
0
|
PayRateMeth
|
0
|
UtilizationRatio
|
0
|
PriorYearsFirm
|
0
|
IncludeLocalJurisOnly
|
“N”
|
Payspecialovtpct
|
Special Overtime % - entered during the Hire process
|
Jcspecialovtpct
|
Same as the "Special Overtime %" entered during the Hire process
|
PreferredName
|
Nickname
|
Education
The integration expects that the degree is set up as a code but that majors and schools are NOT driven by code tables. If this is not the case, the settings in System Setup need to be updated and codes need to be entered for degrees (it not already done).
The integration sends over the descriptions for the Degree (based on the code entered), the Major (as it is typed into the page), School (based on how it is typed in) and the graduation year.
Skills
The integration sends over the skills code and description. The code related to the skill MUST be the same in Cyber Recruiter and Vision in order for the information to pass correctly.
See also
Adding Degree Codes
Adding Skill Codes
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