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.
Note:
The date that you enter when you create the
Onboarding for Deltek event determines the start of the event.
-
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.