Unanet Data Setup/Configuration
Perform the following ordered activities to set up initial data
in your Unanet system. These activities require a Unanet user with Administrator and
Project Manager roles / authorization.
Define Time
Periods for your organization
- (e.g., time reporting or payroll period)
- Define Organizations
- Define an organization for your organization
- Define organizations for divisions, departments, customers,
staffing companies, etc.
- Define Project Types
- (e.g., type of work performed: billable, non-billable,
development)
- Unanet has a predefined type = ‘A’ for
Administrative
- Define Pay Codes
- (e.g., earnings and leave categories to classify reported
hours – regular time, overtime, vacation as defined in payroll system)
- Define Approval
Groups
- (e.g., the names of the groups of managers who approve
timesheets and expenses)
- Define People
- (e.g., the employees, customer approvers, subcontractors)
- Assign People To Approval Groups
- Assign Unanet managers to Approval Groups
- Assign an Approval Group to each Unanet user (user profiles)
- Define Projects
- Define internal projects, leave, activities, events,
overhead
- Define customer projects
- Define a Holiday project {with project status = A
(administrative)}
- Define additional Project
Statuses (optional)
- Unanet has two predefined project statuses (’Open’ and ‘Closed’)
- Define company Holidays
- Required for automatic timesheet
pre-population of holiday time
- Define Vendors for
expense types (optional)
- Define additional Expense
Types (optional)
- Unanet has many predefined expense types
Assign Thresholds
to Expense Types (optional)
- Customize E-mail
templates for subject and message content
- Add customized ‘subject’ and ‘message’
(including link to Unanet) in each enabled e-mail event template