REACH > Activities

1.Activities Tab Add an Activity (and Source) Import Activities Add Documentation to an Activity Use the Activities List Add Documentation to An Activity Edit an Existing Activity Filter the Activities List

Activities

Add an Activity (and Source)

Quick Reminder: A Source is required for each activity, and a Source can be added from either the Activities tab, while creating the activity, or the Sources tab. If a Source is created while adding an activity, return to the Sources tab to edit the record, and indicate a Source Type.

Click the [Add Activity] button, which is located in the upper toolbar. From the uppermost drop-down, select Activity Type. Then, associate the Activity with a Source:

If the activity relates to an existing Source, select one from the provided drop-down.

OR

If the activity is for a new Source, click the Add link, which is adjacent to the drop-down. Enter a Source Name, or you may select one from the provided OFCCP database. Click [Save].

Next, enter a date in two-digit month, two-digit day, and four-digit year format.

Check the boxes for one or more of the following Target Groups: •Minority (M) •Female (F) •Veteran (V) •Disabled (D)

Then, from the provided list of Locations on the far right; check off the appropriate one(s), or Select All.

Quick Tip: If the Location is blank, the activity will not display when the Activities list is filtered by the Location column.

(Optional) Click  Expand to display Additional Information: •Enter Recruiter and Activity Contact Information. •Select Job Families from those provided. Quick Tip: For the most complete reporting, select Job Families. •Enter Notes.

Finally, click the  [Save] icon.

Import Activities Multiple Activities are best imported from an Excel spreadsheet. The most complete results are achieved if the spreadsheet’s column headers are as similar as possible to the field names used in REACH: •Source Name* •Activity Type •Activity Date* •Recruiter Name •Contact Name •Contact Email •Contact Telephone •Minority (True/False)* •Female (True/False)* •Veteran (True/False)* •IWD (True/False)* •Location •Job Families •Notes

• An asterisk indicates a required field.

Data entries for Activity Type, Location, and Job Families should be limited to those currently in use on REACH menus. (Please note that your BALANCEhub Administrator determines the content of these menus.)

Click the [Import] button, which is located in the upper toolbar; and follow the prompts to identify the file, match fields, and append the Activities list.

Add Documentation to an Activity

First, enter the Additional Information/Documentation menu by:

Clicking the  [Edit] symbol for an Activities entry.

OR

Choosing  [Expand].

Upload a Document—Select the  [Upload] icon. Using the Upload Documentation menu, [Browse] for the file on your computer, and click [Upload].

The file will be added under the Documentation header, by Comment/File Name, Date, and user Email Address. The file may be downloaded by other users with appropriate system permissions, by clicking the  [Download File] icon. To delete the file, click the appropriate  [Remove File] icon.

Add Comments—Click the  [Add a comment] icon, make an entry, and click [Save].

Use the Activities List

Once created, the Activities list will display by Activity Type, Source, Activity Date, (Evaluation) Score, Target Categories, and Locations. By clicking the  [Expand], you can view Recruiter, Activity Contact Information, Job Families, Notes, and Additional Documentation.

Edit an Existing Activity—Click the  [Edit] icon for the desired Activities entry to update Activity Type, Source (Name), Activity Date, Target Categories, and/or Locations. When finished, click  [Save].

Filter Activities by Location—Click the  [Filter] icon in the Location column header to open the Filter by menu. Check off one or more Locations. Click [Save] to view the results. To restore the Activities list, choose the [Clear Filter] button from the upper toolbar.