Employee Info Center Form

Use the Employee Info Center form to enter and review information about your employees, link related files and Info Center records to your employee records, and schedule employee activities.

Related Topics:

  • Display the Employee Info Center Form
    You display the Employee Info Center form from the Info Center menu.
  • Toolbar of Employee Info Center
    Use the toolbar options to work with employee records.
  • General Tab of Employee Info Center
    Use the General tab to enter, edit, or review an employee’s profile information, including employee name, ID number, organization, title, phone numbers, and other personal information.
  • Experience Tab of Employee Info Center
    Use the Experience tab to enter, edit, or review information about an employee's experience, including their skills, education, and professional licenses or registrations.
  • Contracts Tab of Employee Info Center
    Use the Contracts tab to associate one or more contracts with an employee. You associate a contract record with an employee record by adding it to the Contracts grid on the Contracts tab. Both records reflect the association.
  • CRM Info Tab of Employee Info Center
    Use the CRM Info tab to maintain a central storage location for all sales related data for the CRM application. You can keep track of all employee sales detail, from every opportunity in the pipeline to every scheduled activity. You can also schedule employee activities directly from individual employee records.
  • Affiliations Tab of Employee Info Center
    Use the Affiliations tab to add, copy, delete, or review employee's professional affiliation information.
  • Links Tab of Employee Info Center
    Use the Links tab to link one or more external text files, graphics files, or email messages to an employee record. When you add a file link to the Links grid, GovWin Capture Management creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Resumes Tab of Employee Info Center
    Use the Resumes tab 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.
  • Employee Info Tab of Employee Info Center
    Use the Employee Info tab to enter information about your employees' security clearance levels.
  • Associations Tab of Employee Info Center
    Use the Associations tab to associate one or more customer or contact records with an employee record. You can associate your firm's current customers and contacts and prospective customers and contacts for future work.
  • Documents Tab of Employee Info Center
    Use the Documents tab to associate a document with an employee record. You can check out a document for exclusive access, edit it, and then check it back in to make it available to other users. You can also view the document's version history.
Parent Topic: Screens