Broaden Your Use of Unanet:
Learn More about Unanet University's Online Learning System!
Our new virtual Learning Management System (LMS) provides Unanet users access to our live classes, virtual classes, and self-study content. To learn more about what the LMS offers, please follow this link, or click into the video above!
In addition to our online resources, we also offer hands-on instructional learning in all-day courses at our training facility in Dulles, VA. We would love to have you join us at one of our upcoming Unanet University classes!
August Fun Fact: 1944 - IBM announced the first program-controlled calculator, the Automatic Sequence Controlled Calculator, known best as the Harvard Mark I. It used 765,000 components and hundreds of miles of wire and weighed about 5 tons.
Timesheet Update
In September, we will release several significant improvements to the Unanet timesheet. These improvements will allow users to find data they want simply by typing ahead with predictive text, just like in Google search, rather than using pick lists which can contain large numbers of entries.
To learn more about these new timesheet features, visit the tutorial at http://www.unanet.com/new-timesheet.
Unanet Customer Education Webinars
Follow the links below to view some of our latest Customer Education Webinars! We offer 2 or more webinars focused on in-depth knowledge about the product along with information about new releases per month. You can always view the recordings of these webinars by following the links below into the Knowledge Center.
Foundations Series: Expense Reports & Request Management
Unanet's NEW Subcontractor Labor Management Process
Join over 2,000 of Your Fellow Unanet Customers
in the LinkedIn Unanet Users Group!
Join your fellow customers in the LinkedIn Unanet Users Group where you can share best practices, ask questions, and receive innovative solutions. Additionally, Unanet employees share upcoming events, webinars, and fun facts!
Learn more about Unanet Financials,
Budgeting & Planning, and Project Analytics
Unanet is traveling around the country, spreading the word about Unanet Financials and additional Unanet capabilities! Register below, and feel free to invite colleagues from your company or other companies that will be interested in learning about Unanet!
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Location |
Venue |
Date |
Time |
| Register Now! |
Washington, DC |
City Club of Washington, DC |
Thursday, September 12 |
11AM - 1:30PM |
| Register Now for a Joint Lunch & Learn with SCS! |
Oak Ridge, TN |
Calhoun's |
Thursday, September 12 |
11AM - 1PM |
| Register Now! |
Arlington, VA |
McCormick & Schmick's -Crystal City |
Tuesday, September 17 |
11AM - 1:30PM |
| Register Now! |
Rockville, MD |
Stanford Grill |
Wednesday, September 18 |
11AM - 1:30PM |
| Register Now! |
Huntsville, AL |
Grille 29 |
Wednesday, September 18 |
11AM - 1:30PM |
| Register Now! |
Nashville, TN |
The Honeysuckle |
Wednesday,
October 16 |
11AM - 1:30PM |
If you are interested in learning more about Unanet Financials, and are already committed on these dates, the Customer Solutions team would be happy to schedule a personalized demonstration with you!
Contact CustomerSolutions@Unanet.com to schedule one now!
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Knowledge Center Highlights
Some Knowledge Center entries that we thought might interest you!
If you would like to learn more about how to navigate the Knowledge Center, please view this entry!
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Ask Support
Question:
How do I terminate or inactivate a user?
Answer:
This is the recommended order of steps to terminate a user in Unanet, taking into account the use of accruals, dilution, and the user's roles.
Step 1: Change user's password (so he or she can no longer sign in).
Step 2: Remove email from Person Profile to prevent email reminders.
Step 3: If the termination date is within a partial period and you are accruing PTO/Leave:
- Enter the end date of the accrual in their Person > List > Accruals(to prevent the continued accrual of hours).
- Leave person checked as ACTIVE until the accrual post for the timesheet period has been posted (manually or automatic) - see Step 10 below.
- Assess PTO owed, if any.
Step 4: If the user is Salaried and Dilution is On, follow your dilution practice for the final timesheet (see possible solutions: KC - FAQ - Dilution and Partial Periods - Handling New and Terminating Salaried Employees).
Step 5: Approve/Complete any outstanding time or expenses for the terminated user.
Step 6: Move the user to an INACTIVE approval group.
Step 7: If the user has a Manager role, move the people who report to them (time/expense) to relevant approval group(s); remove the user as a secondary approver from other approval groups, if needed; delete the user’s approval groups (bulk updates can be made with Approval Group import; run the Reports > Reference > Approval Group Details report to verify results).
Step 8: Extract the user's last timesheet/remaining expense reports (this step can be completed any time after Step 5 to align with your regular payroll processes).
Step 9: If the user has Project Administrator roles, update the projects (bulk updates can be made with the Project Administrators import; run the Reports > Reference > Project Administrators report to verify results).
Step 10: Uncheck the "ACTIVE" box on the Person Profile.
Step 11: Update remaining Person Profile tab items (remove vehicle number; add termination date in a person User-Defined Field if capturing this for reporting purposes).
Step 12: Update Person Profile left menu items (remove alternates, credit card number).
Step 13: Remove/Replace relevant future project plans/assignments.
To read more about this process, view this Knowledge Center Entry!
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Each month we will include a common or recent question asked of our Support Team and share the response with you! Please continue to reach out to our Support Team at 703-689-9709 or email support@unanet.com.
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Upcoming Webinar:
Project Financial Analysis Reporting in Unanet
Join us for an informative webinar covering the following topics:
- How Unanet provides powerful capabilities for project reporting on direct costs, indirect costs, revenue, margin, average labor rate, and many more relevant metrics
- How Unanet allows you to create multiple versions of the cost report definitions to see your data in multiple ways
- A high-level review of the five Unanet reports that utilize these cost reports, as well as Purchasing and other Financial reporting capabilities
After registering, you will receive a confirmation email containing information about joining the webinar.
Please follow this link to view all upcoming webinars. If you have some fantastic ideas for upcoming Customer Webinars, please submit them to csm@unanet.com. We are always looking for value-added topics to drive our customers' successes.
Please view previous webinars in the Knowledge Center under Unanet functional areas: Knowledge Center.
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