Contents of the Offboard Employees Screen
Use the fields and options to configure the Offboard Employees screen.
Compute Payroll
Field | Description |
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Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
Description |
Enter, or click
|
Contents
Field | Description |
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Offboard Configuration |
Enter, or use
|
Select
Field | Description |
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Employee |
From the drop-down list, select one of the following range types:
If an error is found for an employee, the offboarding process will not proceed for that employee. |
Starting Employee |
If the Employee Range Type is
One, enter or click If the Employee Range Type is Range, enter or use the Lookup function to select the ID of the Starting Employee. This field will not be validated. If the Employee Range Type is Select, this field will be cleared and disabled. |
Ending Employee |
If the Employee Range Type is One or Select, this field will be cleared and disabled. If the
Employee Range Type is
Range, enter, or click
|
Termination Information
Field | Description |
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Termination Date |
Enter, or click
Upon execution, this utility will update the Manage Employee Information and Employment History screens to include the termination date for the selected employees. |
Last Day Worked |
Enter, or click
Upon execution, this utility will update the Manage Employee Information and Employment History screens to include the last day work for the selected employees. This value will be used to populate the terminated employees' Employment History (EMPLOYMENT_HISTORY) record. It will be included when the employee's termination information is exported using the Transfer Talent Management Data process. |
Costpoint User Deactivation Date |
Enter, or click
Upon execution, this utility will update the Manage Users screen to include the termination date for the selected employees. Note: If you selected the
Verify Employee Status at Login checkbox on the Configure System Settings screen, Costpoint compares the date you entered here to the
Termination date on the Employee Info tab of the Manage Employee Information screen. If the
Termination date and the
Deactivation Date are the same, the user can still enter Costpoint on the deactivation date. If the
Termination date is later than the
Deactivation Date, the user will not be able to log in to Costpoint on the deactivation date.
|
Termination Type |
Select the type of termination (Voluntary or Involuntary). If you select a Termination Type of Voluntary, only a voluntary Termination Reason can be specified. If you select Involuntary only an involuntary Termination Reason can be specified. This field is mandatory when using Deltek Talent Management to ensure it can be exported during the Transfer Talent Management Data process. |
Termination Reason |
Enter, or click
The Termination Reason field will be enabled after you select a termination Type (Voluntary / Involuntary). This field is mandatory when using Deltek Talent Management to ensure it can be exported during the Transfer Talent Management Data process. |
Rehire Eligibility |
Enter, or click
This field is mandatory when using Deltek Talent Management to ensure it can be exported during the Transfer Talent Management Data process. |
Eligible for Rehire |
This disabled field will display the Eligible for Rehire status assigned to the specified Rehire Eligibility in the Manage Rehire Eligibility Codes screen. The values are as follows:
|
E-mail Address |
If the Employee Range Type is set to One, you can use this field to enter the terminated employee's personal email address. This information can be saved in the employee's Employment History record, allowing you to contact them if they are eligible for rehire and a new position becomes available. This field is enabled and required if all the following conditions are met:
The specified employee's personal e-mail address from the Manage Employee Information will default, but you may edit the value. This value will be used to populate the terminated employees' Employment History (EMPLOYMENT_HISTORY) record. This value will also be included when the employee's termination information is exported using the Transfer Talent Management Data process. |
Termination Comments |
Enter comments regarding the employee's termination. This value is required if you are using Deltek Talent Management and the employee is not eligible for rehire. |