Customer Newsletter | October 2019

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Attend an Upcoming Unanet University Class!

Our 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!

In addition to our online resources, we also offer both virtual courses and 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! 

Knowledge Center Highlights

Some Knowledge Center entries that we thought might interest you!

• Quick Topic - End-User Timesheet Training

• Quick Topic - How do I turn Dilution on in a system that has been in use for some time?

• FAQ - Does Unanet recommend a schedule of Administrator maintenance activities?

• Email Reminders and Notifications

If you would like to learn more about how to navigate the Knowledge Center, please view this entry!

Ask Support

Question:

How do I schedule a timesheet minimum entry email reminder?

Answer:

Where and How to Set Up Reminders
There are three places to set Reminder settings:

Admin > Reminders: Create new reminders
Admin > Schedule: Edit existing reminders
Admin > Setup > Miscellaneous > Email Reminders: Edit the message and subject of the reminder
Reminder Tab
In Admin > Reminders, the Reminder tab is where you choose the type of reminder. Let's take a look at the Timesheet Minimum Hour reminder.

Some Unanet users like to check employee timesheets on the evening of the workday, at 6pm or 8pm. Other Unanet users like to check first thing the next morning. Let's look at the latter method here.

A common best practice is to look the following morning at timesheets for the previous day. If hours are not recorded to the specified minimum, a reminder is sent to the owner of the timesheet (and to the Manager, if desired, by checking the Send Summary to Manager box at the bottom of the Reminder page). To set this up, set the date to "Yesterday" and the hours to either a numeric value for everyone in Hours (8 hours, 2 hours, 0.1 hours) or use the hours in a person's business day.

Minimum hours settings:

Hours - One best practice using Hours is to set this value to 0.1. This means that the reminder will look to see if something is filled out in the timesheet, and can be useful for organizations who do not expect a minimum number of hours to be worked per day as long as some value of hours has been entered in the timesheet.

Use Hours in Business Day is useful for organizations where people work a variety of business hours in a day (10 hour days, 4 hour days, etc.). The Admin > Setup > Business Week area allows you to specify business day hours in addition to business week hours, and those are the values used in this setting.

Important Note:
If the Send Summary to Manager check box is selected as shown above, a dependency is created requiring the specific notification being set up - Timesheet Minimum Hour Summary in this case - to be ACTIVE. 

To verify:

• Navigate to Admin > Setup > Miscellaneous > E-mail Notifications and locate the specific notification template.
• If there is no check mark in the ACTIVE column for that notification template, click the edit pencil icon and select the Active check box.
• Click Save.

If the notification template is not ACTIVE, email reminders will not be delivered.

Schedule Tab

In Admin > Reminders, the Schedule tab is used to specify when the reminder will kick off and look in timesheets. In the example below, since we had set "Yesterday" in the Reminder tab, the Schedule tab is set to "Daily" and runs only "Tuesday - Saturday." This is because people are typically expected to work minimum hours on Monday - Friday. On Tuesday it will look at Monday, On Wednesday it will look at Tuesday, etc. Sunday is unchecked because we don't want to look at Saturday. Monday is unchecked because we don't want to look at Sunday.

Once saved, your reminder settings can be edited under Admin > Schedule.

To learn more about this ask support question, please visit this Knowledge Center Entry: https://knowledgecenter.unanet.com/display/kb/Quick+Topic+-+Scheduling+a+Timesheet+Minimum+Entry+Email+Reminder!

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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.

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!

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!

Upcoming Webinar:

Corporate Budgeting Using Plan Sets

Learn how to use a new enhancement that provides the project lead access to the plan set functionality. We will show you how to:

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.