Costpoint Online Help

Specify the Defaulting Rules for Employee ID

Open the Manage Employee ID Defaulting Rules screen, and then set up the rules that will dictate which format is being applied to your company or companies.

The following are examples of scenarios that may apply to your company. You can use the corresponding steps to set up rules for employee ID defaulting.

  • You have only one company in the Costpoint database and do not maintain contractors on the Manage Employee Information screen.
    1. Create and save record on the Manage Employee ID Formats screen for your employees.
    2. On Manage Employee ID Defaulting Rules screen, add and save a record with the following setup:
      Employee ID Format Resource Type Company
      (Your Employee ID Format code) Employee (Leave this field blank or you can enter Company ID)
  • You have one company in the Costpoint database, you do maintain contractors on the Manage Employee Information screen, and you use the same ID format for both employees and contractors.
    1. Create and save record on the Manage Employee ID Formats screen for your employees.
    2. On Manage Employee ID Defaulting Rules screen, add and save a record with the following setup:
      • Employee ID Format
      • Resource Type
      • Company
      • (Your Employee ID Format code)
      • Both
      • (Leave this field blank or you can enter Company ID)
  • You have one company in my Costpoint database, you do maintain contractors on the Manage Employee Information screen, and you use different ID formats for employees and contractors.
    1. Create and save record on the Manage Employee ID Formats screen for your employees.
    2. Create and save record on the Manage Employee ID Formats screen for your contractors.
    3. On Manage Employee ID Defaulting Rules screen , add and save a record with the following setup:
      • Employee ID Format
      • Resource Type
      • Company
      • (Your Employee ID Format code for employees)
      • Employee
      • (Leave this field blank or you can enter Company ID)
      • (Your Employee ID Format code for contractors)
      • Contractor
      • (Leave this field blank or you can enter Company ID)
  • You have multiple companies in the Costpoint database, you do not maintain contractors on the Manage Employee Information screen, and you use the same ID format for all companies that use auto-generation of employee IDs.
    1. Create and save record on the Manage Employee ID Formats screen for your employees.
    2. On Manage Employee ID Defaulting Rules screen, add and save a record with the following setup:
      • Employee ID Format
      • Resource Type
      • Company
      • (Your Employee ID Format code)
      • Employee
      • (Leave this field blank to indicate the formatting should be used for all companies)
  • You have multiple companies in the Costpoint database, you do not maintain contractors on the Manage Employee Information screen, and you use different ID formats for my companies that use auto-generation of employee IDs. Most of the companies in your Costpoint database use the same Employee ID Format code for new employees.
    1. Create and save record on the Manage Employee ID Formats screen for each employee ID format you use. Create only one record for the format that is used by multiple companies.
    2. On Manage Employee ID Defaulting Rules screen, add and save a record with the following setup:
      • Employee ID Format
      • Resource Type
      • Company
      • (Your Employee ID Format code that is used by most companies)
      • Employee
      • (Leave this field blank, which essentially makes this your default Employee ID Format code)
      • (Your Employee ID Format code for a specific company)
      • Employee
      • (Enter the Company ID for which this Employee ID Format applies)
      • (Your Employee ID Format code for a specific company)
      • Employee
      • (Enter the Company ID for which this Employee ID Format code applies)
      • (Enter a row to implement defaulting rules for any other Employee ID Format codes that apply to specific companies)
  • You have multiple companies in the Costpoint database, you do maintain contractors in my Manage Employee Information screen, the ID format is consistent across all of your Costpoint companies, but you use different ID formats for employees and contractors.
    1. Create and save record on the Manage Employee ID Formats screen for the employee ID format you use for employees. Create only one record for the format that is used by multiple companies.
    2. Create and save record on the Manage Employee ID Formats screen for the employee ID format you use for contractors. Create only one record for the format that is used by multiple companies.
    3. On Manage Employee ID Defaulting Rules screen, add and save a record with the following setup:
      • Employee ID Format
      • Resource Type
      • Company
      • (Your Employee ID Format code for employees)
      • Employee
      • (Leave this field blank)
      • (Your Employee ID Format code for contractors)
      • Contractor
      • (Leave this field blank)
  • You have multiple companies in my Costpoint database, you do maintain contractors in the Manage Employee Information screen, you use different ID formats for your companies, and you use different ID formats for employees and contractors. Most of the companies in your Costpoint database use the same Employee ID Format code for new employees. Most of the companies in your Costpoint database use the same Employee ID Format code for new contractors.
    1. Create and save record on the Manage Employee ID Formats screen for each employee ID format you use for employees. Create only one record for the format that is used by multiple companies.
    2. Create and save record on the Manage Employee ID Formats screen for each employee ID format you use for employees.
    3. Create and save record on the Manage Employee ID Formats screen for each employee ID format you use for contractors
    4. On Manage Employee ID Defaulting Rules screen, add and save a record with the following setup:
      Employee ID Format Resource Type Company
      (Your Employee ID Format code that is used by most companies) Employee (Leave this field blank, which essentially makes this your default Employee ID Format code)
      (Your contractor Employee ID Format code that is used by most companies) Contractor (Leave this field blank, which essentially makes this your default contractor Employee ID Format code)
      (Your Employee ID Format code for a specific company) Employee (Enter the Company ID for which this Employee ID Format applies)
      (Your contractor Employee ID Format code for a specific company) Contractor (Enter the Company ID for which this Employee ID Format applies)
      (Enter a row to implement defaulting rules for any other Employee ID Format codes that apply to specific companies)