Activity type details

When creating or editing an activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. type, define or update data about the activity type.

Field

Description

Owner Organization

Defines the organization to which the activity type is assigned.

Once assigned, the organization cannot be changed.

Name

Defines the name of the activity type.

Description

Optional: Describes the activity type.

Visible in My Time

Specifies whether this activity type is visible to the user viewing My Time. The selection of this parameter depends on whether you want employees to log into these activities through the My Time module.

For example, the activity type, Assigned Work Activities, contains the Phone and the Email activities. This activity type is not selected as Visible in My Time. Employees are expected to log into these activities through the My Time module.

Absence Activities contain the Sick and Jury Duty activities. This activity type is not selected as Visible in My Time, as employees are not expected to log into the Sick activity. Rather, managers create records containing the Sick activity when an employee calls in sick.

Time Off With Accrual

Enables time-off accrual for all activities created under this activity type. This setting is applicable to time off activities only.

Schedule of Accrual

Determines the frequency that hours are accrued for the activity (Daily, Weekly, Biweekly, Semimonthly, Monthly, Yearly).

The monthly accrual day, the weekly accrual day of the week, and the biweekly accrual start date are specified on the Request Management Settings page, Time Off Accrual section.

Accrual Policy

Determines the calculation of accrued time-off hours until the next accrual schedule. The policy can be set for an activity type or individual activity.

Possible values are:

  • Allot all hours on start date: All time-off hours are allotted to the employee immediately. This option is the default when you create an activity or activity type.

  • Allot prorated hours on start date: The number of time-off hours allotted to the employee is based on the remaining months in the accrual schedule (from the employee start date).

  • Earn all hours on next accrual schedule: No time-off hours are allotted to the employee on the start date. The employee accrues these hours at the start of the next accrual schedule.

  • Earn prorated hours on next accrual schedule: No time-off hours are allotted to the employee on the start date. The employee accrues time-off hours based on the number of months they have worked at the start of the next accrual schedule.

Create an activity type

Edit an activity type

Example: Accrual policy for an employee