Use this tab in the
Employees hub in the browser application to enter an
employee's education, credentials, and skills.
This information can be used to create the
employee's resume for
proposals and for searching for resources in Resource Management.
The Professional tab also displays in the
Employees hub in the desktop application. When you update information in one location, it automatically updates the information in the other application.
Contents
Education Grid
Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see
Work with Grids.
Use this grid to add or view an
employee's education information.
Education Grid Tools
| Field | Description |
|---|
| +Add Education
|
Click this option below the grid to add a row to the grid and enter education information for the
employee.
|
|
Hover over a row in the grid, click
 at the end of the row, and select one of the following options from the shortcut menu to apply to the row:
- Copy: This copies the selected education item to a new row where you can edit it to add another education item for the
employee.
- Delete: This deletes the selected education item from the grid.
|
|
Click this icon at the top right of the grid to filter the list of education items in the grid to display only the items that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.
|
Education Grid Fields
| Field | Description |
|---|
| Degree
|
Select the education degree that the
employee received. A system administrator defines the list of degree on the List tab in Labels and Lists Settings.
|
| Specialty
|
Enter any specialty that is associated with the
employee's degree.
|
| Institution
|
Enter the institution where the
employee obtained the degree.
|
| Year
|
Enter the year that the
employee earned the degree.
|
| Proposal
|
This check box displays if you own Advanced CRM. Select this check box to make the
employee's education information available in
Proposals.
|
Credentials Grid
Use this grid to add or view an
employee's professional credentials, such as professional licensing information.
Credentials Grid Tools
| Field | Description |
|---|
| +Add Credentials
|
Click this option below the grid to add a row to the grid and enter credential information for the
employee.
|
|
|
Hover over a row in the grid, click
at the end of the row, and select one of the following options from the shortcut menu to apply to the row:
- Copy: This copies the selected credential item to a new row where you can edit it to add another credential item for the
employee.
- Delete: This deletes the selected credential item from the grid.
|
|
|
Click this icon at the top right of the grid to filter the list of credential items in the grid to display only the items that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.
|
Credentials Grid Fields
| Field | Description |
|---|
| Description
|
Select the description of the credential.
|
| Type
|
If your enterprise categorizes credentials into different types, select a type for the credential.
A system administrator defines the list of credential types on the List tab in Labels and Lists Settings.
|
| Earned
|
Enter the year the credential was earned.
|
| State/Province
|
Select the state or province where the credential is held.
|
| Number
|
Enter the credential number.
|
| Expires
|
Enter the credential's expiration date.
|
| Last Renewal
|
Enter the most recent date that the credential was renewed.
|
| Proposal
|
This check box displays if you own Advanced CRM. Select this check box if you want the credential information to be available for use in
Proposals.
|
Skill Grid
Use this grid to enter an
employee's skills, knowledge, or expertise.
Skill Grid Tools
| Field | Description |
|---|
| +Add Skill
|
Click this option below the grid to add a row to the grid and enter a skill for the
employee.
|
|
|
Hover over a row in the grid, click
at the end of the row, and select one of the following options from the shortcut menu to apply to the row:
- Copy: This copies the selected skill to a new row where you can edit it to add another skill for the
employee.
- Delete: This deletes the selected skill from the grid.
|
|
|
Click this icon at the top right of the grid to filter the list of skills in the grid to display only the skills that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.
|
Skill Grid Fields
| Field | Description |
|---|
| Skill
|
Select a skill that the
employee has. A system administrator defines the list of skills on the List tab in Labels and Lists Settings.
|
| Level
|
Select the skill level. A system administrator defines the list of skill levels on the List tab in Labels and Lists Settings.
|
| Usage
|
Select how frequently the
employee uses the skill or how long the
employee has used a skill. A system administrator defines the usage list on the List tab in Labels and Lists Settings.
|
| Primary
|
Select this check box if the skill is the
employee's primary skill.
|
Resume Grid
Use this grid to enter, edit, or review
employee resume information. This information is useful when you need to locate
employee and
consultant resumes as you generate
proposals.
If you use multiple companies, the following applies:
- The data that you enter on this tab applies to the company that the current record is associated with.
- The tabs and fields that display are based on the company that the current record is associated with. For example, if the
employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the
Employees form only displays when you are viewing that company's record.
- The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the
Group field on the Time tab of the
Employees form.
- If the
Automatically retrieve your record in
Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the
employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
Resume Grid Tools
| Field | Description |
|---|
| +Add Resume
|
Click this option below the grid to add a row to the grid and enter a resume for the
employee.
|
|
|
Hover over a row in the grid, click
at the end of the row, and select one of the following options from the shortcut menu to apply to the row:
- Copy: This copies the selected resume to a new row where you can edit it to add another resume for the
employee.
- Delete: This deletes the selected resume from the grid.
|
|
|
Click this icon at the top right of the grid to filter the list of resumes in the grid to display only the resumes that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.
|
Resume Grid Fields
| Field | Description |
|---|
| Category
|
Select a resume category.
A system administrator defined resume categories on the Lists tab in Labels and Lists Settings.
|
| Resume Text
|
Enter resume text. This text is the first line of the resume.
|
| Default
|
Select this check box to make the resume category the default category when building custom
proposals. Only one description category can be selected as the default.
|
