Deltek Insight 2012: Maximizing Costpoint HR and Payroll

Maximizing Costpoint HR and Payroll

Cathy Henry, IT Operations Director, VSE CorporationGC-42

2 ©2011 Deltek, Inc. All Rights Reserved

Who Is VSE?

Broadly diversified Over 2,000 employees Over 100 hires per month About $1B in revenue More than 35 sites worldwide,

Virginia to Kuwait to Guam

Using Deltek more for 20 years Costpoint Accounting, Payroll,

HR, Purchasing, Fixed Assets Time and Expense with

Employee Self-Service Cyber Recruiter Cobra Costpoint Enterprise Reporting Early Adopter for Costpoint 7,

TE9 and Costpoint Analytics


Easier Access Viewing Employee History Using My Menu Using Replace Fencing Tables Copying Data to Excel

Easier Processing Viewing Only Active Employees Computing Benefit Costs Using Added Features

Questions

Agenda

Easier Access

Viewing Employee History

Using My Menu

Using Replace

Fencing Tables

Copying Data to Excel



Viewing Employee History

Step 1 Open an employee record in Employee Master.

Step 2 Click on Salary Info and History.

Step 3 Click on Folder to see all history records by date.


Viewing History in Costpoint 7

Step 1 Open a record in Manage Employee Information.

Step 2 Click on Salary and change to table view.

Step 3 Click on any column header to sort by that field.


Using My Menu

Step 1 Open Options > Preferences > Maintain My Menu to create a personal pick list.

Step 2 Click on the Org Chart icon to jump page to page.


Using My Menu in Costpoint 7

Step 1 Click the Profile icon, My Menu, select Manage.

Step 2 Highlight frequent items, click on Select to add.

Step 3 To access My Menu, click on the Star icon.


Using Replace

Step 1 Highlight the column to be updated.

Step 2 Right Click to open the Find / Replace options.

Step 3 Enter the data, click on Add, then Replace All.


Using Replace in Costpoint 7

Step 1 Highlight the column to be updated.

Step 2 Right Click to open the Find / Replace options.

Step 3 Enter the data, click on +, then on Replace All.

Fencing Tables


Step 1 Click the edge of a column header to change sizes or inside the header to move it.

Step 2 If you have rights, you may save this as the new table layout that all users will see.

Fencing Tables in Costpoint 7


Step 1 Click the edge of a column header to change sizes or inside the header to move it.

Step 2 Move columns slowly to avoid getting hung up.

Step 3 New in Costpoint 7, you can save your personal view by clicking the Profile icon.


Copying Data to Excel

Step 1 Open a table and click File/Copy (not Control C).

Step 2 Open an inquiry page and query the data needed.

Step 3 Click the funky arrow icon to export to a CSV file.


Copying to Excel in Costpoint 7

Step 1 Open any screen in table view.

Step 2 Click the top left square and right click to export.

Step 3 Copy headers and rows into Excel.

Easier Processing

Viewing Only Active Employees

Computing Benefit Costs

Using Added Features



Viewing Only Active Employees

What Create an extra org code for termination status and move employees to that org after they terminate.

Why Limit queries to active employees - avoid errors.


Computing Benefit Costs

What Print Coverage Report computes and stores monthly benefit premiums in this table: HBRCVG_PERM_RPT.

Why Avoid recreating these complex calculations.


Retroactive Timesheets

What Create Retroactive Timesheets generates as many lines as needed, back to the increase date.

Why Save data entry, apply charges directly to projects.


Void/Replace Paychecks

What Void/Replace Posted Checks generates positive and negative earnings records.

Why Save data entry, avoid opportunities for error.


Managers by Org

What Setting up Managers HR by Org links managers to groups for defaulting into new salary records.

Why Save keying, enable Update for Manager Change.


Benefit Package Defaults

What Benefit Package Defaults links packages to employees based on any combination of 5 fields.

Why Save assigning packages in Employee Benefit Elections, enable faster ESS Enrollment.


Using Preprocessors

What Preprocessors are like bridges to move data from Excel files into Costpoint, with all the same edits.

Why Stop rekeying data from spreadsheets.


For People Data Employee Basic

Timesheets

Deductions and Leave

For Other Costpoint Data Projects

Journal Entries

Vendors

AP Vouchers

PO Vouchers

Receipts

Using Preprocessors


Call to Action

Please share one Costpoint tip or trick that you are using to save time: Your name, organization and role

What shortcut or feature are you using?

How does it make your job easier?


Q&A

Technology

Deltek Insight 2012: Maximizing Costpoint HR and Payroll