Activity Page

Use the Activity page to add, update, and monitor various situations involving your employees. An activity is any incident you want to track, such as leave, professional development, employee evaluations, health and safety issues, grievances, and disciplinary actions.

This section includes the procedures and fields associated with the Activity page. For more information, refer to Situation Type Table.

Menu Path

From the Human Resources menu, select Entry & Processing. From the Employee menu, select Employee Information. On the Employee Information page, search for and select an employee record. On the Action bar, select Personnel Information, and select Activity Tracker.

Use the Activity Page

Following are the basic functions associated with this page:

• The incidents that can be tracked are defined in the Situation Type table.

• Table records with leave codes assigned, enables the system to create records for leave without pay. These system-generated records allow you to maintain separate accounts of each incident.

• You can enter the information on the incidents unrelated to leave.

• You can also use the Additional Notes option to display a page for adding notes to the activity records.

• On the Action bar, click View Attachments to view the files attached to an activity record, such as word-processing documents and reports. For more information, refer to the Attachments Page.

Following are procedures for adding, changing, and deleting activity records. 

Add an Activity

1. On the Activity page, click Add New.

2. In the Activity Information section, complete the following required fields (For more information, refer to the Activity Page#Activity Information Section): 

   • Situation Type: Select a situation code from the drop-down list, which displays the codes stored in the Situation Type table.

   • Start Date: Enter or select the activity start date.

3. In the Activity Detail section, complete the user-defined fields, if any. For more information, refer to the Activity Page#Activity Detail Section.

4. Click Accept.

Change an Activity

1. On the Activity page, in the activity list, double-click an activity record to make changes.

2. In the Activity Information and Activity Details sections, make your changes.

3. Click Accept.

Delete an Activity

1. On the Activity page, in the activity list, select an activity to delete.

2. In the List section, select a record.

3. Click Delete, and then Yes.

Add Notes to an Activity

1. On the Activity page, in the activity list, double-click an activity record to add additional notes.

2. On the Additional Notes page, click Additional Notes on the Action bar.

3. In the Additional Notes section, enter the notes.

   • Depending on the width of the characters, you may enter about four lines with a maximum of 70 characters per line.

   • As with word processing software, words "wrap" to the next line when you reach the end of a line. You do not need to press <Enter> to end a line.

4. On the Action bar, click Accept.

5. On the Activity page, click Accept.

Field Description

Activity Information Section

This section identifies the employee and activity, provides dates, and describes the incident.

Activity Detail Section

In this section, you can view and enter the user-defined fields, which vary based on the situation type selected in the Activity Information section. If the situation is associated with leave without pay, then the application inserts the following display-only fields.