Page 70 - Administering the System Participant Guide (SDL)

Activity 15.3 – Create a Person Profile and Project
Assignment for a New User
The Product Engineering team has a new hire, so the director of the
Product Management team will set up her user profile and project
assignment. Log in as system Administrator, Ralph Durbin
(rdurbin/welcome).

Activity Steps

Part 1: Complete the Person profile
1. Navigate to People > List.
2. Select the +Person link.
3. Complete the fields of the Profile tab as indicated below:
a. Person Organization: PROD.ENG – Product Engineering
b. Username: ssarkar
c. Name: Sarika Sarkar
d. E-mail: sarika.sarkar@myco.com
e. Business Week: WEEK-40
f. Hire Date: First day of the current month
g. Employee Type: Salaried
4. On the Roles tab, check the boxes for the roles listed below:
a. Expense User
b. Project Manager
c. Timesheet User
d. UnaSource User
5. Complete the fields of the Time tab as indicated below:
a. Time Period: Semi-Monthly
b. Time Approval Group: Product Engineering
6. Complete the fields of the Expense tab as indicated below:
a. Expense Report Approval Group: Product Engineering
b. Expense Request Approval Group: Product Engineering
7. Complete the fields of the Rates tab as indicated below:
a. Begin Date: First day of the current month
b. Classification: Salaried
c. Labor Cost Element: Division B – LABOR_COMPANY_SITE
d. Cost Rate: $39.14
8. On the Password tab, complete the fields as indicated below:
a. New Password: welcome
b. Confirm Password: welcome
9. On the Other tab, enter the True Hire Date as the first day of the current month.
10. Press Save.

Lesson 15: Creating People ©2021 Unanet. All rights reserved.
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