Setup
Events and Activities: Creating Templates
Purpose To explain how to create a Template within the Events & Activities Module Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Templates. 4. Click on Create Template. 5. Enter the required fields and click on ...
Events & Activities - Daily Log Email Summary
Purpose To demonstrate how to set up Daily Log Email Summary. Related Articles Daily Log List Daily Log Entry Video Instructions 1. Click on Events & Activities 2. Click on Setup 3. Click on Daily Log 4. Add as users that wish to receive Daily ...
Events & Activities - Creating Event Checklist
Purpose This article will demonstrate how to create checklist items for Event Types within the Events & Activities module. Video Instructions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Event Checklist. 4. Select the Event Type ...
Activities: Configuring Event Reminders
Purpose To explain how to set event reminders within the Activities module. Video Directions 1. Click on Activities. 2. Click on Setup. 3. Click on Notifications. 4. Check Remind employees. If enabled First Due will send a reminder of the event to ...
Events & Activities: Enabling Payroll Summary
Purpose To demonstrate on how to enable the Payroll Summary within the Events & Activities module. Related Articles Adding Personnel to the Payroll Summary within Activities Updating Personnel in Payroll Summary within Activities Personnel Setup ...
Events & Activities: Creating Event Types
Purpose To explain how to create Event Types. Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Event Types. 4. Click on "Add Event Type". 5. To add a new event type simply name the event type and add a short code. 6. ...
Events & Activities: Creating a Program
Purpose To explain how to create a Program. Video Directions 1. Click on Events & Activities. 2. Click on Setup. 3. Click on Program. 4. To create a new program, click on "Add Program". 5. To add a new program simply add a Name and make any ...
Events and Activities: Adjusting Time Granularity
Purpose To explain how to adjust the Time Granularity settings. Video Directions 1. Click on Events & Activities 2. Click on Setup 3. Click on General 4. Click on Time granularity and select desired time frame.
Events & Activities: Configuring Notification Settings
Purpose To explain how enable Notifications within the Events & Activities module. Video Directions 1. Click on Events & Activities 2. Click on Setup 3. Click on Notifications 4. Click on Save once changes are made. 5. Enable the "Send notification ...