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Change Activity Records

Use the Activity page to update an activity record for a selected employee. You access this page by selecting an activity in the Personnel Activity Tracker page.
You can attach documents to an employee's Activity record by clicking View Attachments on the toolbar. For information, refer to Attachments Page.

Menu Path

From the Human Resources menu, select Entry & Processing. From the Activity Tracker menu, select Track Activities.

Update an Activity Record

As an alternative to Step 1, you can access the Activity page from an employee's Employee Information page by clicking Personnel Information on the page's Action Bar and then selecting Activity Tracker.

  1. On the Personnel Activity Tracker page, in the Search Criteria section, enter criteria, and then click Find to display a list of employees who have existing activity records. To run an advanced search, click the Advanced button.

  2. In the Personnel Activity Tracker page List section, select the employee whose record you want to update, and then click OK to display the employee's Activity page.

  3. In the Activity page List section, select the activity you want to update, and then click OK.

  4. In the Situation Type field, you usually should accept the default, though you may select another code.

  5. Update the remaining fields in the Activity Information and Activity Detail sections.

  6. Click OK to save the record.

Fields and Descriptions

Activity Information Section

Field

Description

Employee Number

Employee's identification number.

Situation Type

The activity's Situation Type code. If needed, select another code from the Situation Type table to identify a different activity.

Start Date (required)

Displays either the date the activity began or the date the record was added.

Stop Date

Enter the date the activity ended. If the activity does not have an end date, leave the field blank. The Start Date and Stop Date may be the same, for example, in a Leave Without Pay record where the employee was absent for one day.

Description (recommended)

Brief description of the activity. You may change the description if needed.

The limit is 25 characters.

Activity Detail Section

Lists fields are associated with the Situation Type selected. The system displays a message with each field regarding the type of data that can be entered.

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