Page 6 - Administering the System Participant Guide (SDL)

Demo 14.1 – Modify an Employee Type ................................................................ 66

Check your understanding ..................................................................................... 66
Lesson 15: Creating People .................................................................... 67

Learning Objectives ................................................................................................ 67
Introduction .............................................................................................................. 67

People in Unanet ...................................................................................................... 67
Creating People ..................................................................................................... 67

Tour 15.1 – Review Admin Setup Requirements for People .................................. 68
Create a New Person ............................................................................................. 69

Demo 15.2 – Create a Person and Enable System Usage .................................... 69
Activity 15.3 – Create a Person Profile and Project Assignment for a New User ... 70

Check your understanding ..................................................................................... 73
Lesson 16: Executing Imports and Exports .......................................... 74

Learning Objectives ................................................................................................ 74
Introduction .............................................................................................................. 74

Exporting in Unanet ................................................................................................. 74
Exporting System Data .......................................................................................... 75

Demo 16.1 – Review General Requirements of an Admin Export ......................... 75
Activity 16.2 – Exporting Payroll Data .................................................................... 76

Importing in Unanet ................................................................................................. 77
Importing System Data ........................................................................................... 77

Tour 16.3 – Review General Requirements of the Import File ............................... 77
Activity 16.4 – Updating Person Cost Rates via Admin Import ............................... 78

Check your understanding ..................................................................................... 78

Lesson 17: Managing Credit Card Transactions ................................... 80
Learning Objectives ................................................................................................ 80

Introduction .............................................................................................................. 80
Credit Card Import in Unanet .................................................................................. 80

The Credit Card Import Process ............................................................................. 80
Tour 17.1 – Importing and Managing Credit Card Transactions ............................ 81
Check your understanding ..................................................................................... 81

Lesson 18: Adjusting Timesheets as an Administrator ....................... 82

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