Deltek Costpoint Connection¶
Deltek Costpoint reduces procurement cycle time and improves days payable outstanding with a shift towards digitalization. It provides ERP (Enterprise Resource Planning) and management solution which is compatible with midsize and large enterprises, one such enterprise is SilkRoad technologies. They have an in-built integration through which customer can export their employee extract file directly to SilkRoad SFTP server. Hire2Retire needs to set up the connection with SilkRoad's SFTP server to import Employee Extract files.
Getting Your HR Data¶
As Hire2Retire needs SilkRoad to extract files you will first need to request SFTP Export from the Deltek Costpoint to SilkRoad SFTP server using its integration, which will allow Hire2Retire to fetch files from SilkRoad's SFTP server.
How to connect Hire2Retire to the SFTP server to drop the HR Data¶
Once the above details are ready, you can provide them in the Deltek Costpoint Connection setup page where you will fill out details to connect Hire2Retire to the SFTP server.
Connection Name - A user-defined nomenclature for your connection. By default, the connect name is "Connection-SFTP Password", you can change the name as per your preference.
Hostname - The host name to access the SilkRoad's SFTP server.
Username - The Username of the SilkRoad's SFTP server to be connected with Hire2Retire.
Password - The password to access the username of SilkRoad's SFTP server.
Input Folder Name - The current Hire2Retire workflow will fetch the extract files from the given folder path.
Archive Folder Name - It is the folder path for the directory where Hire2Retire would move the files after successfully processing.
Error Folder Name - It is the folder path for the directory where Hire2Retire would move the files producing errors while processing.
Once you have successfully configured the connections, you can continue with the Design section to configure the rest of the workflow following these steps in order.
- HR Data Definition
- Lifecycle Business Rules
- Employment Status
- HR to AD Profile Map
- Organizational Unit Assignment - Only defined in on-premise Active Directory
- Security Group Assignment
- Distribution List Assignment
Once your workflow has been setup, you have two optional features you can setup before deploying it.
Otherwise, you can proceed to deploy and test it on the Hire2Retire platform, see Deploy and Test Flow