Use this tab in the Employees hub 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.
Contents
Education Grid
Much of the information for
DPS is entered and displayed in grids on various forms. For information about using grids, see
Working with Grids.
To copy or delete a row in a grid, hover over the row, click
, and select the desired option.
Click
to filter the grid contents based on column values. For information about how the filter works, see
Filter the Grid Results.
Use this grid to add or view an employee's education information.
Click
+ Add Education below the grid to add a blank row to the grid and enter education information.
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.
|
| Include in Proposals
|
This check box displays if you own Advanced CRM. Select this check box to make the employee's education information available in Proposals.
|
| Institution
|
Enter the institution where the employee obtained the degree.
|
| Year
|
Enter the year that the employee earned the degree.
|
Credentials Grid
Use this grid to add or view an employee's professional credentials, such as professional licensing information.
Click
+ Add Credential below the grid to add a blank row to the grid and enter a credential fir an employee.
Credentials Grid Fields
| Field | Description |
|---|
| Credential
|
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.
|
| Number
|
Enter the credential number.
|
| Country
|
Select the country in which the credential is held.
|
| State/Province
|
Select the state or province where the credential is held.
|
| Date Earned
|
Enter the year the credential was earned.
|
| Date Expires
|
Enter the credential's expiration date.
|
| Last Renewal
|
Enter the most recent date that the credential was renewed.
|
| Include in 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.
Click
+ Add Skill below the grid to add a blank row to the grid and enter a skill for an employee.
Skill Grid Fields
| Field | Description |
|---|
| Skills
|
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. The Category and Resume Text that is entered in this grid also displays on the Edit Resume Text dialog box in Proposals.
Click
+ Add Resume below the grid to add a blank row to the grid and enter a resume for an employee.
Resume Grid Fields
| Field | Description |
|---|
| Category
|
Select a resume category. Categories are useful for organizing types of resumes.
A system administrator defines 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. Changes that you make in this field also display on the Edit Resume Text dialog box in Proposals.
|
| 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.
|
