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How to Retrieve Forms and Check Workflow Back to resources

FREQUENTLY ASKED QUESTIONS Please choose from the categories below HR Expenses Unit4 terminology General Purchase Orders, Invoicing & Payments Customers & Income HR Sickness & Absence HR Contractual Changes HR General Finance Reporting How do I get a member of staff added to my variable payform in Unit4 ? Once the new resource has been fully set up in Unit4 by Recruitment & Pay and their employment start date has passed, they will appear on their line managers variable payroll transactions form. If you are a proxy user who keys to the variable payroll transactions form for staff at your school/within your service, but the staff do not report to you directly, then you may need to raise a HALO request or contact Unit4 Helpdesk telephone - 0300 123 8093 to get the new member of staff added to your variable payroll transactions form if they are not appearing. How do I claim for passenger mileage ? Please claim this via your expense form using the category Travel Expenses (exc mileage) non- taxable

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

Introduction to Unit4 Web Back to resources

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

How to Approve or Decline a HR/Payroll Form in Unit4 Back to resources

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

Claiming expenses in ERP Web Back to resources

Purchase to pay - Compliance policy briefing session Back to resources

How to Receipt Requisitions in Unit4 Back to resources

Demonstration of P2P271 invoice paid status report Back to reporting suite

RESOURCES The Resources section is a comprehensive list of training materials, alongside a short description of what information the training document contains Click for resources FAQS You can search by area of work for any questions you may have relating to Unit4. Where appropriate answers contain links to relevant training resources. Click for FAQ'S GLOSSARY OF TERMS An explanation of Unit4 terminology Click for glossary REPORTING SUITE Here you will find names and descriptions of Unit4 reports for each workstream, as well as guidance notes on running specific reports. Click for reporting suite