Set up Talent Activities and Tasks (Table Editor)

Activities are mainly used for non-job-related activities, like coffee meetings or catching up.  If you need to remove some current ones, select the activities you wish to remove by clicking on the boxes on the left-hand side; then click Delete Checked Activities.

The system will prevent HCM users from creating duplicate Talent activity names, which can cause confusion and system issues.

 

Create a new Talent Activity and/or Task

This is listed on the Talent Record > Activities tab 

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Talent Activities & Tasks tile
  4. Add a name to the New Item field
  5. Select if this will be an Activity, Task, or both.
  6. Click on the Add button
  7. Click on the Close button

Talent Activities Tasks - Add New - Save.gif

 

Example of a new Talent Activity / Task

This is listed on the Talent Record > Activities tab 

  1. Go to a Talent's record
  2. In the Quick Actions widget, choose an Activity or Task
    1. Log Activity
    2. Create Task
  3. Select the desired option from the Activity field.
  4. Continue adding information as needed
  5. Click on the Submit button

Talent - Activities - Activity Task.gif

 

 

Example of Activity / Tasks logged on Talent

 

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