Use the History tab to maintain an employee's history using the Add Employee History, Edit Employee History, and Delete Employee History functions. The tab consists of a non-editable table grid. The table is populated with the employee's history data. The data is sorted by Effective Date with the first row being the most recent date.
This non-editable column displays the date on which this record became effective.
This non-editable column displays the timesheet schedule for this effective date. This column will display if you are licensed for Deltek Time.
This non-editable column displays the work schedule for this effective date. This column will display only if you are licensed for Deltek Time.
This non-editable column displays the timesheet class for this effective date. This column will display if you are licensed for Deltek Time.
This non-editable column displays the expense class for this effective date. This column will display only if you are licensed for Deltek Expense.
The label/name of any of the 15 UDTs selected for use in Configuration displays in UDT order after the Expense Class field. For example, if you label UDT01 "Account", then the column displays with the description of "Account".
The UDT information stored on this screen is typically downloaded from your accounting system. However, you may edit or add to the information manually.
The UDT values in the History Tab are an integral part of the defaulting process on a timesheet line. You can configure the system to default a commonly used UDT value onto each timesheet line by adding that value to each employee's history. This can save time and reduce errors on a timesheet.
This non-editable column displays the rate 1 value for this effective date. The column will display only if you selected the Use checkbox for Rate 1 in the User-Defined Rates group box of the Miscellaneous tab of the Time Configuration screen. The title will be as defined in the Label field.
This non-editable column displays the rate 2 value for this effective date. The column will display only if you selected the Use checkbox for Rate 2 in the User-Defined Rates group box of the Miscellaneous tab of the Time Configuration screen. The title will be as defined in the Label field.
This non-editable column displays the fringe reduction rate for this effective date. The column will display only if you selected the Wage Determination checkbox in the Miscellaneous tab of the Time Configuration screen.
This non-editable column displays the Costpoint company for this effective date. This column will display only if you selected the Costpoint Multicompany checkbox in the Miscellaneous tab of the General Configuration screen. See Special Topic: Costpoint Multicompany for details on this feature.
Select the employee history information that you wish to delete by selecting the checkbox on the row or rows that you wish to delete.. Then select the Delete Employee History function to delete the row(s).
