Employees Experience Tab

Use this tab in the Employees hub to add, view, and edit project experience and opportunities (proposed experience) for an employee.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

If you have multiple companies in DPS, the following applies:

• The data that you enter on a 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 & Expense 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.

Project Grid

In this grid, add and view the projects that an employee is currently working on or has worked on. The projects must already exist in the Projects hub before you can make the association. After you add a project in this grid, the association is also added to the Team Members grid on the Teams tab in the Projects hub. Likewise, any associations that are made in the Projects hub for an employee are automatically added to this Projects grid in the Employees hub.

Click + Add Project below the grid to add a project to the grid.

To delete or copy a project in the grid, hover over the row and click the . Then select Copy or Delete.

Project Grid Fields

Field	Description
Project	In this field, select a project that the employee has worked on.
Primary Client	This field displays the project's primary client (a firm from the Firms hub).
Primary Contact	This field displays the contact for the primary client that is entered for the project on the Overview tab in the Projects hub.
Role	Select the employee's role on the project. A system administrator adds roles for this field on the Lists tab in Labels and Lists Settings.
Role Description	Enter additional information about the employee's role on this project.
Actual Hours	If you have the Time & Expense and Accounting modules, this field displays the total hours that are entered on the employee's timesheets for this project. If you do not have the Time & Expense application, you can enter the number of hours directly in this field.
Start	Enter the date that the employee started working on the project in the associated role. Because employees can have one or more assigned roles on the same project, there can be different start dates for each role.
End	Enter the date the employee finished working on the project in the associated role. Because employees can have one or more assigned roles on the same project, there can be different end dates for each role.
Status	The colored square in this field indicates the current status of the project: Green is active, gray is inactive, and dark blue is dormant.

Opportunity Grid

In this grid, add and view the opportunities that the employee has been proposed to work on. The opportunities must already exist in the Opportunities hub before you can add them to this grid. After you add an opportunity in this grid, the employee is also added to the on the Team Members grid on the Team tab in the Opportunities hub. Likewise, if you add the employee to the Team Members grid on the Team tab in the Opportunities hub, the employee is automatically added to this Opportunities grid in the Employees hub.

Click + Add Opportunity below the grid to add an opportunity to the grid.

OpportunityGrid Fields

Field	Description
Opportunity	Select an opportunity that the employee has been proposed to work on.
Primary Client	This field displays the primary client (a firm from the Firms hub) that is associated with the opportunity.
Primary Contact	This field displays the primary contact for the opportunity.
Role	Select the employee's role for the opportunity. Roles are defined by a system administrator in employee role options on the Lists tab in Labels and List Settings.
Role Description	Enter additional information about the employee's role in pursuing this opportunity.
Status	This colored square in this field indicates the status of the opportunity: Green is active and gray is inactive.