Page 24 - Unanet AE: Administering the System

Time and Expense Templates
Time and Expense templates are used to auto fill time and/or expense sheets with
commonly used projects, such as admin, vacation, or sick. In addition, projects can
have default Labor/Expense Codes populate on the timesheet. If no hours are entered
for these projects, the projects from the template are removed when submitting. Time
and Expense Templates can be set up to allow employees to see their utilization on
their timesheets. Unanet AE allows for multiple templates that can be personalized per
employee, where they are then assigned.

Activity 2.4 – Create and Apply Time and Expense Templates

In this activity, you will create a Time & Expense Template and assign it to
an employee.

Activity Steps

Part 1: Create a Template
1. Navigate to Human Resources > Time & Expense Templates. The Time &
Expense Templates applet opens.
2. Select the New button.
3. Type Overhead in the Name field.
4. Select the following check boxes for Time Utilization:
• Show Direct PCT (%)
• Show Billable PCT (%)
• Show Target PCT (%)
5. Select the Sort template projects to top of sheet check box for Sort.
6. Select Lookup in Project Path field within the grid. The Projects window opens.
7. Select 90001 Admin in the Projects table. Note: You can use the Search field
or scroll though the list of projects.
8. Double-click the project path in the Available table.
9. Select the Use In Time check box.
10. Repeat steps 6-9 to add the following projects:
• 90004 Holiday
• 90002 Sick
11. Select the Save button. A list of created templates displays under Template
Name.
12. Close the Time & Expense Templates applet.

Lesson 2: Setting Up Time and Expense ©2022 Unanet. All rights reserved. 24