Lesson 3.10 Activity
- Define Your Standard Codes: Review your organization’s employee handbook or current HR tracking spreadsheets. Write down three specific demographics, attributes, or outside affiliations your nonprofit currently tracks (or wants to track) for its staff.
- Assign a Department: Log into FastFund, navigate to Lists > Employees, and open a test employee record. Navigate to the Details tab and locate the Department drop-down menu to see how department codes are assigned to the core employee profile.
- Practice Assigning an Attribute: While still in the employee record, click over to the Codes tab. Select Attribute from the drop-down list and click the New + icon. Practice selecting a code and typing a brief note in the Comments box. Click Cancel to exit without saving the data.