Purchase to pay - Compliance policy briefing session Back to resources

Claiming additional hours overtime and extra pay in ERP Web Back to resources

How to process a leaver notification Back to resources

Transferring a resource from one position to another Back to resources

Demonstration of P2P271 invoice paid status report Back to reporting suite

Demonstration how to create and approve a banking income journal in web.mp4 Back to resources

School Position Administration Workshop - Local Authority Maintained Schools Back to resources School Position Administration Workshop - Local Authority Maintained Schools

Team management for Line managers self-service forms Back to resources

Site search test page

Creating a brand-new starter using the external new starter form Back to resources

GLOSSARY OF TERMS What was called Employee is now called Resource Resource is the new term we will use for Employee What was called Job Role is now called Positio n is now called Employment Position is the new term we will use for Job Role The link between a Resource and their Position What was called Employee number is now called Resource ID An eight-digit number used to identify a Resource What was called Job is now called Position ID is now called Client A six-digit number used to identify a Position Client 11 - Cheshire East Council incl schools and ASDVS Client 12 - Cheshire West and Chester Council incl schools & ASDVs Client 13 - Cheshire Pension Fund Client 14 - Academies What was called Company is now called Legal Entity Cheshire East Council is 101 Cheshire West and Chester Council is 201 What was called E-Form/CS1 is now called Variable Payroll Transactions Variable payment and deduction transactions e.g. Mileage, Overtime, Travel Expenses What was called i-Expenses is now called Expenses is now called Proxy user is now called Position Admin Form Expenses are keyed in by the resource for their claims which vary from period to period are to be entered e.g. Mileage, Overtime, Travel Expenses. (If the Resource has access to Unit4 ERP) a user who can key absence and payments on behalf of other resources Used to create or amend a position What was called New Starter is now called External New Starter Form To create a new Resource and employment record for a new starter What was called Change of Contractual Details is now called Internal Transfer and Additional Positions Form is now called Amend Employment Form To Create a new Employment for a current resource who is moving positions To Create a new Employment for a current resource who is taking on another position (in addition to their current position) To amend contractual details on a current Employment What was called Leaver (single assignment) is now called Leaver Notification If Resource only has one position, and is leaving that position and will no longer be employed select 'Leaving Organisation' What was called Leaver (multiple assignment) is now called Leaver Notification is now called Form ID is now called Transaction Number is now called Variable Payroll Transaction Status = Draft is now called Variable Payroll Transaction Status = No Workflow is now called If a Variable Payroll Transaction claim does not appear in your filter search list is now called Expense Overview - claim status = In Progress is now called Expense Overview - Expense claim status = Completed is now called Expense Overview - Expense claim status = Draft is now called APPTYPE is now called POSCODE If Resource has multiple positions, and is leaving all of the positions and will no longer be employed select 'Leaving Organisation' If they are just leaving one of their positions and are still employed by the organisation in another position select 'Leaving Position' against the position they are leaving This is the reference number that Unit4 ERP provides you with once you have submitted a form like the following; Position Admin Form (online), Amend Employment Form, Internal Transfer & Additional Positions Form, Leaver Notification This is the reference number that Unit4 ERP provides you with once you have submitted an Expense Claim The claim keyed has not yet been submitted to payroll, as it is saved as a Draft The claim keyed has been submitted to payroll This claim has been paid by Payroll The claim has been submitted to payroll for payment This claim has been paid by Payroll The claim keyed has not yet been submitted to payroll, as it is saved as a Draft Appointment Type e.g. Permanent, FTC, Casual Position Code - This relates to the Legal Entity and the T's and C's to be applied. E.g. the POSCODE '101-SCHNT' can be broken down into 101 = Legal Entity for Cheshire East and SCHNT means School Non Teaching What was called Element is now called Employment Relation is now called Tasks is now called Alerts These are recurring payments or T's and C's set up against the Resource's Employment (per position) Require an action to be taken Are for your information Download Glossay of Terms

How to Retrieve Forms and Check Workflow Back to resources