Personnel Activity Tracker Overview
Personnel Activity Tracker (PAT) enables you to maintain records on employee activities. This includes any activity you want to track, such as professional development, staff evaluations, discipline, or leave without pay.
Menu Path
From the Human Resources menu, select Entry & Processing. From the Activity Tracker menu, select Track Activities.
Personnel Activity Tracker Records
The Personnel Activity Tracker uses two types of records: Situation Type records and Activity records.
Situation Type Records
From the Human Resources menu, select Reference Tables. From the Personnel menu, select Situation Types.
In the Situation Type table, you can set up the issues or incidents to track. Records in this table include the following fields:
Situation Type | Code identifying the activity. |
Security | Security code for controlling access to records and maintaining confidentiality. |
Leave Code Reference | Code for generating leave without pay activity records. For details, refer to the Leave Without Pay Activities section below. |
User-Defined Fields | Fields for storing whatever information you need on particular issues and incidents. |
You can set up as many types of situations as needed. For information, refer to Situation Type Table.
Activity Records
From the Human Resources menu, select Entry & Processing. From the Activity Tracker menu, select Track Activities.
Activity records enable you to enter information on employee issues or incidents, based on the Situation Type records you assign.
Personnel Activity Tracker allows you to:
Select an employee, identify a situation, enter start and stop dates for the activity, provide a description, and complete the user-defined fields set up in the Situation Type table.
Enter up to 1,000 activity records per employee, including notes.
Attach word-processing documents, spreadsheets, emails, and other documents to records.
Leave Without Pay Activities
Using Personnel Activity Tracker's Situation Type table, you can set up a situation record for automatically generating Leave Without Pay (LWOP) activity records. Following are the conditions for generating these records:
The situation record must include a leave code that references leave without pay. When you assign the leave code to the situation record, the system adds four fields to the record: Leave Code Title, Hours/Days, Remarks, and Check Date. If needed, you may add user-defined fields.
The employee's attendance record must include the same leave code as the one in the situation record.
The employee's leave banks must be exhausted.
If these conditions are met, the system creates the LWOP activity record during payroll processing. The record includes the leave code's title, hours/days deducted in calculating the pay, and the pay run's check date. For more information on Leave Without Pay, refer to Leave Table and Pay Code Table.