Purpose
The Activities module allows users to create and track work activities that have been authorized for jobs, work tickets, locations, divisions, and contracts. Employees choose the activity performed when clocking out. Users can assign default activities for jobs and individually authorize desired activities for contracts. In contracts, labor activities can be assigned to wage determinations.
Activities List View
Search & Filter
- Search bar: Search for specific activities
- "Archived" Filter: Toggle to view archived activities
Additional Features
- "+" Icon: Adds a new activity
- "⚙️" Icon: Accesses the Defaults section
Column Headers
- Name: Displays the activity name
Selected Activity
Details Section
- Name: Editable field for the activity name
- Archive: Checkbox to archive the activity
Additional Features
-
"☰" Icon: Options menu
- Delete: Permanently removes the activity (irreversible)
Default Activities
Select the “Default” button to view the current default activities that display anytime punching in/out of a Job or Contract.
Column Headers
- Name: Displays the default activity name
- Cost Code: Associated cost code for the activity
Additional Features
- "+" Icon: Adds a new default activity
- "🗑️" Icon: Removes an activity from the default list
Common Workflows
Add New Activity
- Click the "+" icon in the Activities List View
- Enter the name of the activity in the Name field under Details
Set Activity Defaults
- Select "Defaults" in the Activities module
- Click the "+" icon to add a new default activity
- Select from the available list of activities
- (Optional) Associate a Cost Code by clicking in the Cost Code field and selecting from the list
Using Activities in Time & Labor
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Employees choose the appropriate work activity when clocking out using:
- TRUE Time app
- Internal Time Clock in TRUE
- Time Card module
- Time Review module
- In Time Review, search for the employee and pay period
- Select the individual punch and choose Activities
- Review the activities for the punch
Adding Activities to Contracts
- In the Contracts module, select Options > Setup
- Go to the Labor tab
- Use the "+" icon to add authorized activities
- (Optional) Remove unnecessary activities using the "🗑️" icon
- Select Wages to assign labor classifications to activities for prevailing wages
Archive Activity
- Search for the activity record
- Check the Archive box
- To view archived activities, select the "Archived" filter
Delete Activity
- Search for the desired Activity
- Click the "☰" icon and select Delete (Note: This action is irreversible; archiving is recommended instead)
Delete Default Activity
- Select "Defaults" in the Activity module
- Click the "🗑️" icon next to the default activity to be removed (Note: This only removes the activity from the default list, not the available activity list)
Common Workflow Questions
- How do I create a new activity and make it a default?
- Can I modify activities for existing jobs?
- How do wage determinations interact with activities in contracts?
- What's the difference between archiving and deleting an activity?
- How do employees select activities when clocking out?
- Can I import a list of activities instead of adding them manually?