Costpoint Online Help

History Subtask

Use the History subtask to maintain employee history information.

Table Window

Existing employee history information displays in the non-editable table window, which is sorted by Effective Date with the first row being the most recent date.

Field Description
Effective Date

Click  to the right of the field to select the effective date. The default is today's date.

Timesheet Schedule

Select the timesheet schedule from . The available values are the descriptions from the Timesheet Schedules screen listed in alphabetical order. If no employee history records exist for this employee, the default value is the default Timesheet Schedule set up in the Miscellaneous tab of the Configure Time Settings screen. If records do exist for this employee, the default is the timesheet schedule used for the latest history record.

Note: This field displays only if you are licensed for Deltek Time.
Work Schedule

Select the work schedule from . The available values are the descriptions from the Work Schedules screen listed in alphabetical order. If no employee history records exist for this employee, the default value is the default Work Schedule set up in the Miscellaneous tab of the Configure Time Settings screen. If records do exist for this employee, the default is the work schedule used for the latest history record.

Note: This field displays only if you are licensed for Deltek Time.
Timesheet Class

Select the timesheet class from . The available values are the descriptions from the Timesheet Classes screen under Time Setup, listed in alphabetical order. If no employee history records exist for this employee, the default value is the default Employee Class set up in the Miscellaneous tab of the Configure Time Settings screen. If records do exist for this employee, the default is the employee class used for the latest history record.

Note: This field displays only if you are licensed for Deltek Time.
Expense Class

Select the expense class from . The available values are the descriptions from the Expense Classes screen under Expense Setup, listed in alphabetical order. If no employee history records exist for this employee, the default value is the Default Expense Class value in the Miscellaneous tab of the Configure Expense Settings screen. If records do exist for this employee the default is the expense class used for the latest history record.

Note: This field displays only if you are licensed for Deltek Time.
Costpoint Company

Select the Costpoint company from . The available values are all Costpoint Company descriptions that have been imported from Costpoint.

Note: This field displays only if you select the Costpoint Multicompany check box in the Miscellaneous tab of the Configure General Settings screen.
Rate 1

Enter the rate 1 rate that you wish to use for this effective date. The range is -99999999.99999 to 99999999.99999.

Note: This column displays only if you selected the Use check box for Rate 1 in the User-Defined Rates group box of the Miscellaneous tab of the Configure Time Settings screen, and its title will be as defined in the Label field.
Rate 2

Enter the rate 2 rate that you wish to use for this effective date. The range is -99999999.99999 to 99999999.99999.

Note: This column displays only if you selected the Use check box for Rate 2 in the User-Defined Rates group box of the Miscellaneous tab of the Configure Time Settings screen, and its title will be as defined in the Label field.
Fringe Rate

Enter the fringe reduction rate for this effective date. -99999999.99999 to 99999999.99999.

Note: The column displays only if you selected the Wage Determination check box in the Miscellaneous tab of the Configure Time Settings screen.
UDT01-15 Information

The label/name of any of the 15 UDTs selected for use in Configuration displays in UDT order below Fringe Rate. For example, if you label UDT01 Account, then the column displays with the description of Account.

Click to the right of the field to select a UDT value, or enter one manually. If history records already exist for the employee, the default will be the UDT used for the latest history record.

The ordering and size of the user-defined fields and whether they display are set in the Configure General Settings screen.