Import Activity Records
Import Activity Records
Use the Activity page to import an activity record for a selected employee.
Menu Path
From the Human Resources menu, select Entry & Processing. From the Activity Tracker menu, select Track Activities. From Personnel Activity Tracker, choose Import.
Import an Activity Record
From the Human Resources menu, select Entry & Processing.
From the Activity Tracker menu, select Track Activities.
From Personnel Activity Tracker, choose Import.
Select a file to import using the Browse button or Choose File button (depending on your browser).
Select the Load button to import the file.
In the "Import File Data" section, highlight a row to use for the column titles and select the Set Column Titles button.
Holding the ctrl key down on the keyboard, select each row to be imported.
Use shift to select an entire range of records.
Use the Select All button to select all rows in the file to be imported.
Select Next.
If you select blank rows, the import will not process.
Fields and Descriptions
Activity Information Section
Field | Description |
|---|---|
Employee Number | Enter the employee's ID number. |
Situation Type | Select a code from the Situation Type table that identifies the activity. |
Start Date (required) | Date the activity began. If a situation does not have a Start Date, you may use today’s date and change it later to indicate when the record was updated. |
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. The limit is 25 characters. |