Activity Types

Activity Types

Activity Types allow you to classify your activities by work type.

Menu: Settings

Activity Types

On this list you see all your activity types. You can sort the items – click on the header. You can also search through the records – Search box is just above the header, on the right-hand side.

Name and Code – these values will be shown on reports and on your selections.

Cost Factor – this value will be used in recalculation of User’s hourly rate for your Supplier Billing / reporting and analytical purposes. Default value is 1 – this value does not alter your cost calculation

Fee Factor – this value will be used in recalculation of User’s hourly Hire Fee for your Client Invoicing / reporting. Default value is 1 – this value does not alter your fee calculation. In case of Reimbursements, Fixed Rate or Set Charge – this is the actual amount used. Label will update on your change of base to inform on the designation of this value.

Activity Base – this selection is helpful in connecting your Timesheet to Payroll, and grouping your timesheets and other interactions between yourself, your Client and Employee / Contractor in high-level reviews of efficiency. Options to select are:

  • Reimbursement
  • Unpaid leave – absence that is not paid. Used as space filler / note to self
  • Paid leave – Annual Leave and other leaves that are payable to Employee. It is multiplied by Fee Factor
  • Internal work – admin / preparation – not chargeable
  • Employee hourly rate – chargeable to Clients, based on User’s hourly Hire Fee multiplied by Fee Factor
  • Fixed hourly rate – rate as set on Activity Type – Fee Factor – regardless of Employee’s hourly rate, multiplied by time spent
  • Set charge – this charge will be recorded regardless of time recorded on the activity.