Page 71 - Administering the System Participant Guide (SDL)

Part 2: Complete Additional User Data
Accruals
1. Navigate to the Accruals submenu.
2. In the left-hand dashboard, select +Associate w/Accrual Plan.
3. From the Accrual Plan dropdown, select “Semi-Monthly Vacation”.
4. Select the Accrual Begin Date as the first day of the next month.
5. In the Project Org. Code field, enter “%myco” and press the blue right-facing
arrow to filter results.
6. From the results in the dropdown list, select “MYCO PTO”.
7. Under Initial Balance, select the radio button for Enter Balance.
8. Enter 120 in the Hours field.
9. Press Save.

Alternates
1. Navigate to the Alternates submenu.
2. In the Org. Code field, enter “%prod” and filter to view the results in Available
Alternates.
3. Select “Stefanie Duncan” in the Available Alternates column.
4. Select all roles in the Role column.
5. Press the right-facing blue arrow to assign Stef Duncan as an alternate.
6. Press Save.

Attachments
1. Navigate to the Attachments submenu
2. Press Choose Files.
3. Select Sarika’s resume from the Open file popup and press Open.
4. Press Save.

Credit Cards
1. Navigate to the Credit Cards submenu.
2. Select +Credit Card link.
3. Complete the fields of the new credit card record as indicated below:
a. Issued By: Chase
b. Name On Card: Sarika Sarkar
c. Number: 5678901234567890
d. Expires: 01/25
e. Type: Visa
4. Press Save.

Organization Access
1. Navigate to the Organization Access submenu.
2. Select the edit icon for the Project Manager role with Access Type “Project”.
3. Select the radio button for Selected Project Organizations.

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