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If you have a question that is not listed here, please forward it to Andrea Hall (ahall@selkirk.ca). This page will be updated as additional questions are received.

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Unit4 has a number of resources available for reporting out to Budget Holders that include detailed transaction listings, employee vacation balances, and a complete organizational chart to identify cost centres, projects, and work orders:

Budget Analysis Report = synopsis of cost centre activity with the ability to see individual work order transactions

Work Order Transaction Detail = detailed review of all transactions relating to a single work order

My Employees Vacation Balance History = detailed review by employee of vacation balances

My Requisition Approval History = review of purchase approvals

Modeler = complete org structure

Employments by Dean/Director = higher level overview of employments according to cost centre

Modeler

Summary:

This tool gives a visual representation of the organizational flow for work order structure. You can find relevant cost centre, project, and work order information - including the relevant 4-digit shortcode for each work order.

BEGIN: What you need to have to start accessing your work order and budget reports:

Your Unit4 login

PROCESS:

Login to Unit4.

Navigate to the "Common" tab on the Menu.

Select "Modeler" under the Structures section.

Click on "Modeler" to open the tool:

Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:

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You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):

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My Requisition Approval History

Summary:

This report gives a detailed review of all the purchase requests you have approved and includes information such as the Purchase Order issued, Workflow status, who requested the purchase, and the Work Order charged with the cost.

My Employees Vacation Balance History

Summary:

This report gives a detailed review for a single employee (Resource ID) of all applicable vacation balances. Note, you will only be able to view those employees that report directly to you as their Work Order Manager.

What reports are available to me and what information do they include?

For detailed, step-by-step instructions to run these reports, please visit Budget Officer Reports - Supervisors (Unit4).
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Reports for Supervisors (Unit4)
Reports for Supervisors (Unit4)
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I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "Modeler" Report.

How do I see all of my direct reports’ employees?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Employees" Report.

I approved a purchase in the system, but I don't see it. How do I know what I approved?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Requisition Approval History" Report.

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Versions Compared

Old Version 3

New Version Current

Key

Modeler

My Requisition Approval History

My Employees Vacation Balance History

What reports are available to me and what information do they include?

I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

How do I see all of my direct reports’ employees?

I approved a purchase in the system, but I don't see it. How do I know what I approved?