MaximizingCostpoint HR and PayrollCathy Henry, IT Operations Director, VSE CorporationGC-42
Who Is VSE?       Broadly diversified                                 Using Deltek more for 20 years       Over 2,000 e...
AgendaEasier Access       Viewing Employee History       Using My Menu       Using Replace       Fencing Tables      ...
Easier Access           Viewing Employee History           Using My Menu           Using Replace           Fencing Tables ...
Viewing Employee History    Step 1 Open an employee record in Employee Master.    Step 2 Click on Salary Info and History....
Viewing History in Costpoint 7    Step 1 Open a record in Manage Employee Information.    Step 2 Click on Salary and chang...
Using My Menu    Step 1 Open Options > Preferences > Maintain My Menu           to create a personal pick list.    Step 2 ...
Using My Menu in Costpoint 7    Step 1 Click the Profile icon, My Menu, select Manage.    Step 2 Highlight frequent items,...
Using Replace    Step 1 Highlight the column to be updated.    Step 2 Right Click to open the Find / Replace options.    S...
Using Replace in Costpoint 7     Step 1 Highlight the column to be updated.     Step 2 Right Click to open the Find / Repl...
Fencing Tables     Step 1 Click the edge of a column header to change sizes            or inside the header to move it.   ...
Fencing Tables in Costpoint 7     Step 1    Click the edge of a column header to change sizes or               inside the ...
Copying Data to Excel     Step 1 Open a table and click File/Copy (not Control C).     Step 2 Open an inquiry page and que...
Copying to Excel in Costpoint 7     Step 1 Open any screen in table view.     Step 2 Click the top left square and right c...
Easier Processing          Viewing Only Active Employees          Computing Benefit Costs          Using Added Features15 ...
Viewing Only Active Employees     What   Create an extra org code for termination status and            move employees to ...
Computing Benefit Costs     What    Print Coverage Report computes and stores monthly             benefit premiums in this...
Retroactive Timesheets     What   Create Retroactive Timesheets generates as many lines            as needed, back to the ...
Void/Replace Paychecks     What   Void/Replace Posted Checks generates positive and            negative earnings records. ...
Managers by Org     What   Setting up Managers HR by Org links managers to groups            for defaulting into new salar...
Benefit Package Defaults     What Benefit Package Defaults links packages to employees          based on any combination o...
Using Preprocessors     What   Preprocessors are like bridges to move data from Excel            files into Costpoint, wit...
Using PreprocessorsFor People Data      Employee Basic      Timesheets      Deductions and LeaveFor Other Costpoint Dat...
Call to ActionPlease share one Costpoint tip or trick that you are using to save time:   Your name, organization and role...
Q&A25    ©2011 Deltek, Inc. All Rights Reserved
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Deltek Insight 2012: Maximizing Costpoint HR and Payroll

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Learn tips and tricks that you can use to make Costpoint HR and Payroll easier and more productive. This session is guaranteed to produce at least one "I wish I knew that years ago!" per person.This session will also include updates on Costpoint 7 functionality and utilizing file feeds for employee data. Intermediate Level.

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Deltek Insight 2012: Maximizing Costpoint HR and Payroll

  1. 1. MaximizingCostpoint HR and PayrollCathy Henry, IT Operations Director, VSE CorporationGC-42
  2. 2. Who Is VSE?  Broadly diversified  Using Deltek more for 20 years  Over 2,000 employees  Costpoint  Over 100 hires per month Accounting, Payroll, HR, Purcha sing, Fixed Assets  About $1B in revenue  Time and Expense with  More than 35 sites Employee Self-Service worldwide, Virginia to Kuwait to Guam  Cyber Recruiter  Cobra  Costpoint Enterprise Reporting  Early Adopter for Costpoint 7, TE9 and Costpoint Analytics2 ©2011 Deltek, Inc. All Rights Reserved
  3. 3. AgendaEasier Access  Viewing Employee History  Using My Menu  Using Replace  Fencing Tables  Copying Data to ExcelEasier Processing  Viewing Only Active Employees  Computing Benefit Costs  Using Added FeaturesQuestions3 ©2011 Deltek, Inc. All Rights Reserved
  4. 4. Easier Access Viewing Employee History Using My Menu Using Replace Fencing Tables Copying Data to Excel4 ©2011 Deltek, Inc. All Rights Reserved
  5. 5. 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.5 ©2011 Deltek, Inc. All Rights Reserved
  6. 6. 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.6 ©2011 Deltek, Inc. All Rights Reserved
  7. 7. 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.7 ©2011 Deltek, Inc. All Rights Reserved
  8. 8. 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.8 ©2011 Deltek, Inc. All Rights Reserved
  9. 9. 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.9 ©2011 Deltek, Inc. All Rights Reserved
  10. 10. 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.10 ©2011 Deltek, Inc. All Rights Reserved
  11. 11. 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.11 ©2011 Deltek, Inc. All Rights Reserved
  12. 12. 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.12 ©2011 Deltek, Inc. All Rights Reserved
  13. 13. 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.13 ©2011 Deltek, Inc. All Rights Reserved
  14. 14. 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.14 ©2011 Deltek, Inc. All Rights Reserved
  15. 15. Easier Processing Viewing Only Active Employees Computing Benefit Costs Using Added Features15 ©2011 Deltek, Inc. All Rights Reserved
  16. 16. 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.16 ©2011 Deltek, Inc. All Rights Reserved
  17. 17. 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.17 ©2011 Deltek, Inc. All Rights Reserved
  18. 18. 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.18 ©2011 Deltek, Inc. All Rights Reserved
  19. 19. Void/Replace Paychecks What Void/Replace Posted Checks generates positive and negative earnings records. Why Save data entry, avoid opportunities for error.19 ©2011 Deltek, Inc. All Rights Reserved
  20. 20. 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.20 ©2011 Deltek, Inc. All Rights Reserved
  21. 21. 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.21 ©2011 Deltek, Inc. All Rights Reserved
  22. 22. 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.22 ©2011 Deltek, Inc. All Rights Reserved
  23. 23. Using PreprocessorsFor People Data  Employee Basic  Timesheets  Deductions and LeaveFor Other Costpoint Data  Projects  Journal Entries  Vendors  AP Vouchers  PO Vouchers  Receipts23 ©2011 Deltek, Inc. All Rights Reserved
  24. 24. Call to ActionPlease 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?24 ©2011 Deltek, Inc. All Rights Reserved
  25. 25. Q&A25 ©2011 Deltek, Inc. All Rights Reserved

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