Employment Plan Activities

Activities can be linked to an employment plan. For example, if an employment consultant engages with a client then this can be associated with both the client and the employment plan. Activities in employment plans operate the same way as normal activities except you can relate the activity to the employment plan. Using the relates to function in activities ensures that reporting is correct.

Activities can be added to the employment plan with a start date and time before the actual employment plan start date. This is designed to allow activities such as background checks to be recorded. This information is used to report on the client's first contact date and time.

Activities created through the employment plan screen are also visible in the Activities screen available on the left-hand side of the Client screen. Activity Notes are identified as Relates to Activity in the client Notes screen regardless of if they were created in the client Activity or client Employment plan Activity screen.