Presentation - Unanet Technologies

Leave Request ManagementMajor ProcessesRoleUserManagerManagerManagerManagerUserManagerProcessCreate and submit a leave requestReview, process, and approve leave requestsAssess leave request impact on approval group(department)Assess leave request impact on user projectsReview leave schedule calendarIncorporate approved leave into relevant timesheetApprove timesheet with approved leaveCopyright © 2011 Unanet Technologies6

Multiple Project Plan Sets• Iterative project planning requires the ability to create and compare aseries of “What-If” planning scenarios and arrival at the best plan forachieving project objectives• Unanet 9.5 introduces support of multiple plan sets to facilitate thiseffort• Ability to group labor and expense plans as a plan set and managethem as a unit. Support for the creation, naming, versioning andcopying of plan sets• Decision making is further enhanced by the ability to “lock” plan sets,for reference purposes, and run comparison between plan sets andtheir versions• Once the best plan set for the project has been evolved, it can becomethe active plan set used to base the project on.• Multiple plan sets are supported for single projects or a group ofprojects managed together.Copyright © 2011 Unanet Technologies7

Multiple Plan SetsPeoplePlansExpensePlansPlan SetsPlan Set Operations• Create• Name• Edit• Copy• Version• Make activePlan Set Comparisons• Versions, single project• Common, project groupsActive8

Employee Type Groups Associatedwith Pay codes and Expense Types• Unanet 9.5 introduces employee type groups.• Employee type groups represent a subset of the userpopulation with specific default pay codes and expensetype lists• Creation of employee type groups for which theexpense reporting process is simplified because onlythose expense types which are allowed for that group,and the assigned projects, are presented• During the timesheet process, only those pay codesallowable for the employee type group, and theassigned projects, will be presented13

Employee Type Groups Associatedwith Pay codes and Expense TypesEmployeesEmployeeTypeGroupExpenseTypesPaycodes14

Expense ManagementCopy Expense Report• In order to save time on data entry of repeat and cyclic expenses, we nowallow the copying of existing expense reports. An INUSE expense reportwill be created for the user to update relevant date and amount dataStored Procedure on Display of Editable Expense Report• In order to enforce company policies for expense report entry, storedprocedures can now be called upon display (and save) of editableexpense reports. To prevent erroneous data being submitted, the sameprocedure can be implemented on SubmitHide VAT Option• In support of customer operating in various locations with and withoutVAT collection requirements, we have added granular control to thedisplay of VAT fields to different users. When the VAT feature is activatedfor an installation, you now have the ability to hide VAT fields for thoseusers who work in regions where VAT is not applicable, by checking a boxon their Person ProfileCopyright © 2011 Unanet Technologies21