Initialize Deltek Talent Management HUA ID to Costpoint Employee ID Mapping

You must run the Link Talent Management User IDs to Existing Employees toolkit after downloading the Auto-Assign Employee IDs feature and before importing or exporting employees in the Transfer Talent Management Data screen. Running this toolkit will populate the HUA ID and Active HUA ID Mapping columns in the Manage Employee Information table (EMPL.hua_id and EMPL.hua_actv_map_fl).

Refer to the following scenarios and perform the corresponding steps that apply to your company's setup.

Scenario 1

You currently use both products, Costpoint 7.1.1 (or higher) and Deltek Talent Management, and you installed Costpoint's Auto-Assign Employee ID feature which was released in June 2018.

Step	Product	Details
1	Deltek Talent Management	Generate the export_user_id_file file in Deltek Talent Management's Administration > Global Settings > Integration Setup > Costpoint > Costpoint Configuration Check screen. This file maps the Talent Management user IDs (HUA IDs) to the Costpoint employee IDs.
2	Costpoint	Use the export_user_id_file file you just generated in Deltek Talent Management to run the People > Employee > Employee Utilities > Link Talent Management User IDs to Existing Employees toolkit. You must complete this step before you will be able to import new users from Deltek Talent Management.
3	Costpoint	Determine if you want to allow Costpoint to auto generate employee IDs. If you choose to auto-generate employee IDs, you will not be able to use Costpoint's Import Employee Data application to import employees using a data file. If you would like Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, proceed to Step 4. If you do not want Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, you have completed the required steps and are ready to start importing new hires from Deltek Talent Management.
4	Costpoint	Go to People > Labor > Labor Controls > Configure Labor Settings screen, select the Auto-Generate Employee IDs check box, and then save the record. Note: If you select the Auto-Generate Employee IDs check box, you must set up employee ID format and defaulting rules on the following screens: Manage Employee ID Formats: You must use this screen to set up the rules for auto-generating employee IDs. Manage Employee ID Defaulting Rules: You must use this screen to set up the rules for implementing the employee ID formats. Use this screen after establishing the formatting of employee IDs on the Manage Employee ID Formats screen.
5	Costpoint	Go to Administration > System Administration > System Administration Utilities > Rebuild Global Settings screen, select the Labor option in the Individual Settings group box, and then run the application process.

Scenario 2

You currently use Deltek Talent Management and you purchased Costpoint version 7.1.1 after May 2018.

Step	Product	Details
1	Costpoint	Go to People > Labor > Labor Controls > Configure Labor Settings screen, and ensure that the Auto-Generate Employee IDs check box is not selected. Note: If the Auto-Generate Employee IDs check box is selected, clear the check box. After saving your changes, go to the Rebuild Global Settings screen, select the Labor option in the Individual Settings group box, and then run the application process.
2	Costpoint	Create employee records in Costpoint. You can create employee records by performing either of the following methods: Entering employee records on People > Employee > Basic Employee Information > Manage Employee Information screen Importing an employee file on Note: People Employee Employee Interfaces Import Employee Data screen
3	Deltek Talent Management	Manually assign the newly created Costpoint employee IDs to your existing Talent Management users.
4	Deltek Talent Management	Generate the export_user_id_file file in Deltek Talent Management's Administration > Global Settings > Integration Setup > Costpoint > Costpoint Configuration Check screen. This file maps the Talent Management user IDs (HUA IDs) to the Costpoint employee IDs.
5	Costpoint	Use the export_user_id_file file you just generated in Deltek Talent Management to run the People > Employee > Employee Utilities > Link Talent Management User IDs to Existing Employees toolkit. You must complete this step before you will be able to import new users from Deltek Talent Management.
6	Costpoint	Determine if you want to allow Costpoint to auto generate employee IDs. If you choose to auto-generate employee IDs, you will not be able to use Costpoint's Import Employee Data application to import employees using a data file. If you would like Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, proceed to Step 4. If you do not want Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, you have completed the required steps and are ready to start importing new hires from Deltek Talent Management.
7	Costpoint	Go to People > Labor > Labor Controls > Configure Labor Settings screen, select the Auto-Generate Employee IDs check box, and then save the record. Note: If you select the Auto-Generate Employee IDs check box, you must set up employee ID format and defaulting rules on the following screens: Manage Employee ID Formats: You must use this screen to set up the rules for auto-generating employee IDs. Manage Employee ID Defaulting Rules: You must use this screen to set up the rules for implementing the employee ID formats. Use this screen after establishing the formatting of employee IDs on the Manage Employee ID Formats screen.
8	Costpoint	Go to Administration > System Administration > System Administration Utilities > Rebuild Global Settings screen, select the Labor option in the Individual Settings group box, and then run the application process.

Scenario 3

You currently use Costpoint 7.1.1 (or higher) and you purchased Deltek Talent Management after May 2018.

Step	Product	Details
1	Costpoint	Go to People > Employee > Employee Interface > Transfer Talent Management Data screen, and run a full export of the following: Employees Organizations Job Templates Detail Job Titles Labor Locations Note: You may opt to exclude employees that were terminated before a specific date.
2	Deltek Talent Management	Generate the export_user_id_file file in Deltek Talent Management's Administration > Global Settings > Integration Setup > Costpoint > Costpoint Configuration Check screen. This file maps the Talent Management user IDs (HUA IDs) to the Costpoint employee IDs.
3	Costpoint	Use the export_user_id_file file you just generated in Deltek Talent Management to run the People > Employee > Employee Utilities > Link Talent Management User IDs to Existing Employees toolkit. You must complete this step before you will be able to import new users from Deltek Talent Management.
4	Costpoint	Determine if you want to allow Costpoint to auto generate employee IDs. If you choose to auto-generate employee IDs, you will not be able to use Costpoint's Import Employee Data application to import employees using a data file. If you would like Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, proceed to Step 4. If you do not want Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, you have completed the required steps and are ready to start importing new hires from Deltek Talent Management.
5	Costpoint	Go to People > Labor > Labor Controls > Configure Labor Settings screen, select the Auto-Generate Employee IDs check box, and then save the record. Note: If you select the Auto-Generate Employee IDs check box, you must set up employee ID format and defaulting rules on the following screens: Manage Employee ID Formats: You must use this screen to set up the rules for auto-generating employee IDs. Manage Employee ID Defaulting Rules: You must use this screen to set up the rules for implementing the employee ID formats. Use this screen after establishing the formatting of employee IDs on the Manage Employee ID Formats screen.
6	Costpoint	Go to Administration > System Administration > System Administration Utilities > Rebuild Global Settings screen, select the Labor option in the Individual Settings group box, and then run the application process.

Scenario 4

You purchased both products, Costpoint 7.1.1 (or higher) and Deltek Talent Management, after May 2018.

Step	Product	Details
1	Costpoint	Create employee records in Costpoint. You can create employee records by performing either of the following methods: Entering employee records on People > Employee > Basic Employee Information > Manage Employee Information screen Importing an employee file on People > Employee > Employee Interfaces > Import Employee Data screen
2	Costpoint	Go to People > Employee > Employee Interface > Transfer Talent Management Data screen, and run a full export of the following: Employees Organizations Job Templates Detail Job Titles Labor Locations
3	Deltek Talent Management	Generate the export_user_id_file file in Deltek Talent Management's Administration > Global Settings > Integration Setup > Costpoint > Costpoint Configuration Check screen. This file maps the Talent Management user IDs (HUA IDs) to the Costpoint employee IDs.
4	Costpoint	Use the export_user_id_file file you just generated in Deltek Talent Management to run the People > Employee > Employee Utilities > Link Talent Management User IDs to Existing Employees toolkit. You must complete this step before you will be able to import new users from Deltek Talent Management.
5	Costpoint	Determine if you want to allow Costpoint to auto generate employee IDs. If you choose to auto-generate employee IDs, you will not be able to use Costpoint's Import Employee Data application to import employees using a data file. If you would like Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, proceed to Step 4. If you do not want Costpoint to auto-generate Employee IDs for new hires that come from Deltek Talent Management, you have completed the required steps and are ready to start importing new hires from Deltek Talent Management.
6	Costpoint	Go to People > Labor > Labor Controls > Configure Labor Settings screen, select the Auto-Generate Employee IDs check box, and then save the record. Note: If you select the Auto-Generate Employee IDs check box, you must set up employee ID format and defaulting rules on the following screens: Manage Employee ID Formats: You must use this screen to set up the rules for auto-generating employee IDs. Manage Employee ID Defaulting Rules: You must use this screen to set up the rules for implementing the employee ID formats. Use this screen after establishing the formatting of employee IDs on the Manage Employee ID Formats screen.
7	Costpoint	Go to Administration > System Administration > System Administration Utilities > Rebuild Global Settings screen, select the Labor option in the Individual Settings group box, and then run the application process.

Errors

All warnings and errors are written to a log file (EMPTMUI_yymmddhhTms.log). The log file will be saved in the location specified in the File Location field of the Link Talent Management User IDs to Existing Employees toolkit. If a location has not been specified, warnings and errors will be written to the database and you can retrieve it from the File Download (SYMDLMGR) screen.

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