Activity Templates are a huge time saver because they allow you to send multiple HR documents at once to your employees. You may already know how to create HR Activities for your entire company, location, or subset of employees, but this guide will show you how to use HR Activities at the employee level. This can be super helpful if you need to train or onboard a single employee here or there, as it allows you to send a standard onboarding or training packet without having to upload each individual document to the employee's profile.
From here, you can create a new HR activity from a template and apply it directly to the selected employee, OR you can add this employee to an existing activity in the system:
Give the activity a name/description, start date, end/due date, and provide email addresses for anyone who should be notified.
Then, select a template to apply to this activity.
When you hit Save, TimeForge will do two things. First, it will create a new HR Activity for this location, using the template you chose and the options you specified, and second, it will add the selected employee to to the new activity. You can then re-use the activity with additional employees, if desired.
Now that this employee has an activity to complete, you can use the dropdown menu under Status to indicate the employee's progress with this activity.