Costpoint Online Help

Contents of the View Employee Information Screen

Use the fields and options to configure the View Employee Information screen.

Select

Use this group box to select the parameters pertaining to the records to review. You can select records for review based on the types of transactions, the employee whose record was modified, the user who made the modifications, and/or the date of any modifications. After you make your selections, click to fill the table window with the records you selected.

Transaction Type

Use the options in this group box to select which types of transactions to include when selecting records for display in the retrieved records table.

Field Description
Add

Select this checkbox to include records that are Add transactions.

Delete

Select this checkbox to include records that are Delete transactions.

Update

Select this checkbox to include records that are Update transactions.

Identification

Use this group box to select which employee's record to include in your review. You can also elect to review only the modifications made by a single system user.

Field Description
Employee

Enter, or click to select, the ID for the employee whose records you wish to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes all employees in the search.

User

Enter, or click to select, the Costpoint login ID for the user who is responsible for the modifications you wish to include in the record selection process. This is an optional field; if it is left blank, Costpoint includes records regardless of who made the modifications.

Date Modified

Enter, or click to select, the date of the transaction modifications you want to include in the displayed output. This is an optional field; if it is left blank, Costpoint includes records regardless of when the modifications were made. The format for date is MM/DD/YYYY.

Table Window

Field Description
Transaction Type

This non-editable field indicates the type of modification for the specific transaction displayed. The types are:

  • Added
  • Deleted
  • Updated
Transaction Source

The transaction source field displays the application where the update to the audit record originated.

Modified By

This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

Date Modified

This non-editable field displays the date on which the modifications took place for this transaction.

Employee

This non-editable field displays the employee ID for the employee whose record was modified.

Employee Name

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

Social Security Number

This non-editable field displays the social security number of the employee referenced in this transaction.

Status

This non-editable field displays the status code assigned to the employee referenced in this transaction.

Last Name

This non-editable field displays the last name of the employee referenced in this transaction.

First Name

This non-editable field displays the first name of the employee referenced in this transaction

Middle Name

This non-editable field displays the middle name of the employee referenced in this transaction.

Suffix

This non-editable field displays the suffix, such as Junior or III, for the employee referenced in this transaction.

Displayed Name

This non-editable field displays the name that corresponds to the employee ID for this transaction.

Birth Date

This non-editable field displays the date of birth for the employee referenced in this transaction.

Current Hire Date

This non-editable field displays the current hire date for the employee referenced in this transaction.

Termination Date

This non-editable field displays the termination date for the employee referenced in this transaction.

Last Day Worked

This field displays the date of the last day that a terminated employee worked. This field retrieves the date entered in the Last Day Worked field on the Manage Employee Information screen.

Past Hire Date

If the employee leaves the company and later returns, this field displays the earlier hire date (the previous Current Hire date).

Taxable Entity

This field displays the taxable entity ID to which this employee belongs. Establish taxable entity IDs on the Configure Company Information screen.

Timesheet Cycle

This non-editable field displays the timesheet cycle assigned to the employee referenced in this transaction.

Leave Cycle

This non-editable field displays the leave cycle assigned to the employee referenced in this transaction.

Locator Code

This non-editable field displays the locator code for the employee referenced in this transaction.

Administrator Name

This non-editable field displays the name of the supervisor to whom the employee referenced in this transaction is assigned.

Vendor

This field displays the Vendor ID that is linked to this employee. This field is blank If the employee is not linked to a Vendor.

Preferred Name

This non-editable field displays the preferred first name or "nickname" for the employee referenced in this transaction.

Prefix

This non-editable field displays the prefix, such as Dr., for the employee referenced in this transaction.

Prior Name

This non-editable field displays a prior name by which the employee referenced in this transaction may have been known.

Eligible for Auto-Pay

This checkbox is selected if the employee referenced in this transaction is eligible for auto-pay.

Contractor

This checkbox is selected if the Contractor checkbox is selected for the employee on the Manage Employee Information screen, indicating that the employee is a contractor.

Union Employee
This checkbox is selected if the Union Employee checkbox is selected for the employee record on the Manage Employee Information screen. This indicates that the employee is part of a union. The Union ID is assigned in the Union field on the Manage Employee Salary Information screen. The Union field displays as Labor Group if the Enable union functionality checkbox is cleared on the Configure Labor Settings screen.
Note: You can view this checkbox only if the Enable union functionality checkbox is selected on the Configure Labor Settings screen.
Gender

This non-editable field displays the gender of the employee referenced in this transaction.

Marital Status

This non-editable field displays the marital status of the employee referenced in this transaction.

Race

This non-editable field displays the race of the employee referenced in this transaction.

Race Description This field displays the description associated with the race code.
VISA Type

This field displays the value that is assigned to the employee in the Visa Type field on the HR Data tab of the Manage Employee Information screen.

VISA Expiration Date

This field displays the VISA expiration date.

Last Review Date

This non-editable field displays the last review date for the employee referenced in this transaction.

Next Review Date

This non-editable field displays the next scheduled review date for the employee referenced in this transaction.

City of Birth

This field displays the employee’s city of birth as of the date entered in the Modified Date field.

State/Province of Birth

This field displays the employee's city or province of birth as of the date entered in the Modified Date field.

Country of Birth

This field displays the employee’s country of birth as of the date entered in the Modified Date field.

Disabled

This checkbox indicates if the employee is disabled.

Blind

This checkbox indicates if the employee is blind.

Disabled Veteran

If this checkbox is selected, the employee is a disabled veteran. A disabled veteran is:

  • A veteran of the U.S. military, ground, naval, or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs;
  • A person who was discharged or released from active duty because of a services-connected disability.
Active Duty Warfare or Campaign Badge Veteran (Other Protected Vet)

This checkbox is selected if the employee has an Active Duty Wartime or Campaign Badge Veteran status. The U.S. Department of Labor defines “Active Duty Wartime or Campaign Badge Veteran” as a veteran who served on active duty in the U.S. military, ground, naval or air service during a war or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

Armed Forces Service Medal Veteran

If this checkbox is selected, the employee is an Armed Forces Service Medal Veteran. An Armed Forces Service Medal Veteran is a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985 (61 FR 1209).

Recently Separated Veteran

This checkbox indicates if this employee is a recently separated veteran. The VETS-4212 report will use this checkbox to categorize the employee as a protected veteran if the date field is not blank and the release date is within 3 years of the report date.

Discharge/Release Date

If applicable, this field displays the date (in MM/DD/YYYY format) on which this employee was discharged or released from active military duty. This date is used to determine the Recently Separated Veterans to be included in the count of Protected Veterans in the VETS-4212 report.

Protected Veteran (Declined to Self-Identify)

This checkbox indicates if the employee specified that he/she is a protected veteran (as defined by the VETS-4212 report) but declined to select a category. The VETS-4212 report will count this employee as a veteran.

Not a Protected Veteran This checkbox indicates if the employee specified that he/she is not a protected veteran (as defined by the VETS-4212 report). The VETS-4212 report will not count this employee as a veteran.
Declined to provide a veteran status This checkbox indicates if the employee did not wish to disclose his/her veteran status. The VETS-4212 report will not count this employee as a veteran.
Address Line 1, 2, 3

These non-editable fields display street information (excluding the city, state, country, and postal code) for the employee referenced in this transaction.

City

This non-editable field displays the city portion of the address for the employee referenced in this transaction.

State

This non-editable field displays the state portion of the address for the employee referenced in this transaction.

Postal Code

This non-editable field displays the postal code portion of the address for the employee referenced in this transaction.

Country

This non-editable field displays the country portion of the address for the employee referenced in this transaction.

Work E-Mail

This non-editable field displays the work email address for the employee referenced in this transaction.

Home E-Mail

This non-editable field displays the home email address for the employee referenced in this transaction.

Emergency Contact 1 Name

This non-editable field displays the contact information for the employee's primary emergency contact.

Emergency Contact 1 Phone

This non-editable field displays the phone number for the employee's primary contact.

Emergency Contact 1 Relationship

This non-editable field displays the relationship between the Emergency Contact Name 1 and the employee.

Emergency Contact 2 Name

This non-editable field displays the contact information for the employee's secondary emergency contact.

Emergency Contact 2 Phone

This non-editable field displays the phone number for the employee's secondary contact.

Emergency Contact 2 Relationship

This non-editable field displays the relationship between the Emergency Contact Name 2 and the employee.

Account

This field displays the default general ledger account that is used for this employee for normal timesheet entry lines.

Organization

This field displays the default organization that is used for this employee for normal timesheet entry lines.

Project

This field displays the default project that is used for this employee for normal timesheet entry lines.

GLC

This field displays the default general labor category that is used for this employee for normal timesheet entry lines.

Pay Type

This field displays the default pay type that is used for this employee for normal timesheet entry lines.

Labor Location

This field displays the default labor location/local that is used for this employee for normal timesheet entry lines.

Workers' Comp

This field displays the default workers' compensation code that is used for this employee for normal timesheet entry lines.

REF 1

This field displays the default reference number 1 that is used for this employee for normal timesheet entry lines.

REF 2

This field displays the default reference number 2 that is used for this employee for normal timesheet entry lines.

Payroll Service ID

If applicable, this field displays the employee ID that you have issued for an outside payroll service that you use.

HUA ID
If applicable, this field displays the Deltek Talent Management User ID for this employee. This field will be used to map Costpoint Employee IDs to Deltek Talent Management User IDs when employee data is imported into Costpoint.
Note: You can view this field only if your company has a Deltek Talent Management license.
Talent Management Active HUA ID Mapping
This checkbox indicates whether or not the specified HUA ID is actively mapped to the Costpoint employee. If this checkbox is selected, the Transfer Talent Management Data application will use the specified HUA ID to determine whether or not the employee is a rehire.
Note: You can view this checkbox only if your company has a Deltek Talent Management license.
GovWin IQ ID
If applicable, this field displays the GovWin IQ login ID of the employee. This is used for linking the employee in Costpoint Contract Management applications.
Note: You can view this field only if your company has a Contract Management license.
Plant

This field displays the name of the Plant where the employee is assigned.

Shop Floor Time
This checkbox indicates whether or not the employee will enter time using Deltek Shop Floor Time. If this checkbox is selected, the Export Project Manufacturing Data process will include this employee when exporting to Shop Floor Time.
Note: You can view this checkbox only if your company has a Shop Floor Time license.
Entry Type
This field displays the option that indicates how the employee uses Shop Floor Time.
Note: You can view these options only if your company has a Shop Floor Time license.
Valid options are:
  • Punched: Employee time is tracked by using time stamps to indicate the when the employee starts and stops a job.
  • Exception: Employee uses Shop Floor Time only in special cases such as vacation or illness.
  • Elapsed: Employee enters duration time. Stop and start time are not recorded.
  • Administrative: Employee does not enter time but review timesheet data or performs system management functions.
Badge Group
This field displays the Badge Group for accessing Shop Floor Time.
Note: You can view this field only if your company has a Shop Floor Time license.
Badge ID
This field displays the employee's Badge ID for Shop Floor Time.
Note: You can view this field only if your company has a Shop Floor Time license.
Manufacturing Execution
This checkbox indicates whether or not the employee uses Deltek Manufacturing Execution. If this checkbox is selected, the Export Project Manufacturing Data process will include this employee when exporting to Manufacturing Execution.
Note: You can view this checkbox only if your company has a Manufacturing Execution license.
Manufacturing Order Clocking
This checkbox indicates whether or not the employee needs to clock in and clock out of Deltek Manufacturing Execution.
Note: You can view this checkbox only if your company has a Manufacturing Execution license.
Login ID
This field displays the Login ID of the employee for Shop Floor Time and/or Manufacturing Execution.
Note: You can view this checkbox only if your company has a Shop Floor Time and/or Manufacturing Execution license.
Notes

This field displays any additional notes entered for this employee record.