User Preferences

 

The Profile tab is used to collect general information about the user.  

 

Field Descriptions (click on a link below for additional information)

Person Organization Username Person Code Name Email Identification Code 1 Identification Code 2 Business Week Hire Date Location Payment Currency Employee Type Receive Assignment E-mails

 

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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The Roles tab is used to view which roles/ permissions a user has.

 

See the People Profile >> Role help for additional information about the various roles within Unanet.

The lower portion of this screen (Alternate Roles) contains a report showing which other roles this user may have as a result of being another user's Alternate.

 

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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The Time tab is used to manage attributes related to time recording.  This tab will only appear for users that have the timesheet user role.

Field Descriptions (click on a link below for additional information)

Leave Request Approval Group Time Approval Group Labor Category Vendor Time Entry Increment Default Pay Code Time In/Out Preferences Allow Item Reporting

 

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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The Expense tab is used to manage attributes related to expense reporting.   This tab will only appear for users that have the expense user role.

Field Descriptions (click on a link below for additional information)

Expense Request Approval Group Expense Report Approval Group Vendor Approval Authority Amount Preferred Payment Method Vehicle Number (Company Car) Preferred Currency Hide VAT Fields Preferences

 

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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The Purchasing tab is used to manage attributes related to purchasing.   This tab will only appear for users that have the Purchase Requestor, Purchaser, AP Poster, or AP User role.

Field Descriptions (click on a link below for additional information)

Approval Authority Amount Preferences Approval Groups

 

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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The Customer tab is used to manage attributes related to customer invoice approvals. This tab will only appear for Cloud customers that have the Administrator, P&R Administrator, or HR Administrator role.

Field Descriptions (click on a link below for additional information)

Approval Authority Amount Preferences Approval Groups

 

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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The Password tab is used to set or reset a user's password.

Field Descriptions (click on a link below for additional information)

Current Password New Password

 

Note: Administrators can set a variety of rules regarding password expirations, minimum length, valid characters sets, etc.  Check out any of the unanet.password properties for more information.

Note that hitting Save while on any of these tabs will save changes on all of the Profile tabs.

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