Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Configure Team Management Settings Screen

Use the fields and options to configure the Configure Team Management Settings screen.

View Employee Data

The View Employee Data options allow you to specify if managers are able to view only the records of their direct reports; or both their direct and indirect reports on Costpoint Team Management screens.

Field Description
View Direct Reports Only

Select this option to allow managers to view the records of only their direct reports on Costpoint Team Management screens.

View both Direct and Indirect Reports

Select this option to allow managers to view the records of their direct reports and indirect reports on Costpoint Team Management screens.

Show Total Compensation Summary

Select this check box to display the total compensation summary on the Total Compensation screen in Team Management.

You can view a total compensation summary that lists such things as your annual salary, leave benefits and others.

Show Benefit Elections in Total Compensation

Select this check box to display benefit elections on the Total Compensation screen in Team Management.

You can view benefit elections and their coverage level as well as employee/employer costs.

Change Option

Use the Change Options subtask to specify if managers will be able change data without approval in Team Management applications, notify HR when changes occur in the employee records, and notify manager when their change is approved/rejected.

Note: HR managers must have employee IDs associated with their user IDs if they opt to have email notifications upon change. The managers and HR managers must also have email accounts associated with their Employee IDs.
Field Description
Module

This column displays the Team Management applications where your configurations will apply.

Require HR Approval for Changes

Select this check box if an HR administrator must approve changes before the updates take effect in the actual employee record.

Email HR Manager upon Change

Select this check box to send a notification by email to an HR administrator whenever a manager changes an employee record.

HR Email Method

From the drop-down list, select how HR administrators should be notified by email when changes occur in employee records. Valid options are:

  • Default Email: Select this option to use the address in the Default HR Email Address field.
  • HR Representative: Select this option only if you are using the Costpoint Personnel module and have linked HR representatives to organizations or HR organizations on the Manage Managers/HR Reps by Organization screen or the Manage Managers/HR Reps by HR Organization screen.

    If Costpoint's Configure Personnel Settings screen is configured to base manager defaulting on company-wide organization, select this option to send email notifications to the HR Representative assigned to the employee's organization on the Manage Managers/HR Reps by Organization screen. Otherwise, if Costpoint's Configure Personnel Settings screen is configured to base manager defaulting on HR organization, select this option to send email notifications to the HR Representative assigned to the employee's HR organization on the Manage Managers/HR Reps by HR Organization screen.

Default HR Email Address

Enter the email address where the change request notifications for the application will be sent. Email notifications will be sent to this address if a manager makes a change to an employee record. This field is only available if you select the Default Email option from the HR Email Method drop-down list.

Warning: The application does not validate the email address that you enter in this field. Deltek recommends that you enter email addresses carefully and test them before using this functionality.
Email Manager upon Approval/Rejection

Select this check box to specify if the manager should be notified when the HR administrator either approves or rejects their change to the employee record.