Activities: Creating an Activity Type

Activities: Creating an Activity Type

Purpose

  1. To explain how to create an Activity Type.


Background

  1. Activity Types are created to assist in tracking payroll summaries within the Training, Activities and NFIRS modules.


Video






Directions

1. Click on Activities


Click on Activities



2. Click on Setup


Click on Setup



3. Click on Activity Types


Click on Activity Types



4. Click on Add Activity Type


Click on Add Activity Type



5. Click on Name (required).

Create a name for the Activity Type.


Click on Name (required)



6. Click on Shortcode (required).

Create a short code for the Activity Type.

NOTE: Short codes can not be more than 8 characters.



Click on Shortcode (required)



7. Click on Color (required).

Select a color to represent that Activity Type.


Click on Color (required)



8. Click on Notes.

Notes created here are tied to that Activity Type and can be useful for important information.


Click on Notes



9. Click on Create.


Click on Create





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