Field | Description |
Employee Number
|
This column displays the employee identification number.
|
Full Name
|
This column displays the employee's last name, first name, and middle initial.
|
Employee Type
|
This column displays the employee type (for example, Principal, Manager, or Employee).
|
Status
|
This column displays the employee's status: Active, Inactive, or Terminated.
|
Hire Date
|
This column displays the date on which the employee was hired.
|
Raise Date
|
This column displays the date of the employee's last pay increase.
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First Name
|
This column displays the employee's first name.
|
Last Name
|
This column displays the employee's last name.
|
Middle Name
|
This column displays the employee's middle name.
|
Prefix
|
This column displays the prefix or salutation used with the employee's name (for example, Mr., Mrs., or Ms.).
|
Suffix
|
This column displays the suffix used with the employee's name (for example, Jr., Sr., or Esq.)
|
Preferred Name
|
This column displays the name by which the employee prefers to be addressed.
|
Title
|
This column displays the employee's job title or job function.
|
Team Name
|
If your firm uses
teams in
GovWin Capture Management, this column displays the
team to which the employee is assigned. If your firm does not use
teams, this column is not available.
|
Executive Lead
|
This column displays the name of the employee's
executive lead.
|
EMail
|
This column displays the employee's email address.
|
Work Phone
|
This column displays the employee's work telephone number.
|
Work Phone Ext
|
This column displays the extension for the employee's work telephone.
|
Mobile Phone
|
This column displays the employee's cellular phone number.
|
FAX
|
This column displays the number for the employee's home fax machine.
|
Years with Other Firms
|
This column displays the number of years the employee worked for other firms.
|
Prior Years with this Firms
|
The number of years the employee has worked for your firm (if the employee has left your firm and returned).
|
Is
Customer/Vendor/Partner
|
This column contains
Y or
N (Yes or No) to indicate whether or not the employee is a
customer or a
vendor/partner.
|
Customer/Vendor/Partner Number
|
If the employee is a
customer or
vendor/partner, this column displays the
customer number or
vendor/partner number assigned to the employee.
|
Customer/Vendor/Partner Number
|
If the employee is a
customer or
vendor/partner, this column displays the
customer number or
vendor/partner number assigned to the employee.
|
Customer/Vendor/Partner Name
|
If the employee is a
customer or
vendor/partner, this column displays the
customer name or
vendor/partner name.
|
Concatenated Address
|
This column displays the employee's street address, city, state, and zip code. The report shows this information in a single column.
|
Address 1-3
|
These columns display the employee's street address.
|
City
|
This column displays the city from the employee's address.
|
State
|
This column displays the two-character abbreviation for the state from the employee's address.
|
ZIP
|
This column displays the zip code from the employee's address.
|
Country
|
This column displays the country from the employee's address.
|
Home Phone
|
This column displays the employee's home telephone number.
|
Hours Per Day
|
This column displays the number of hours per day the employee is generally expected to work.
|
Social Security #
|
This column displays the employee's Social Security number.
|
Termination Date
|
If the employee is terminated, this column displays the date on which the employee last worked for your firm.
|
Primary Skill
|
This column displays the employee's primary skill.
|
Skill Level
|
This column displays the employee's skill level (for example, Good, Proficient, or Expert).
|
Create User
|
This column displays the user ID of the person who created the record in the Employee Info Center.
|
Create Date
|
This column displays the date on which the employee record was created.
|
Modify User
|
This column displays the user ID of the person who most recently modified the employee record.
|
Modify Date
|
This column displays the date on which the employee record was most recently modified.
|
Memo
|
This column displays the text entered in
Notes on the General tab of the Employee Info Center.
This column is blank if you do not have the security access that is required to view employee notes.
|
Activities - Completed
|
The activity can be Pending or Completed.
|
Activities -Type
|
This column displays the activity type (for example, Phone Call, Meeting, or Email).
|
Activities - Subject
|
This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
|
Activities - Start Date
|
This column displays the date and time that the activity is scheduled to begin.
|
Activities - Priority
|
This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
|
Activities - Activity Owner
|
This column displays the name of the employee who is responsible for the activity.
|
Activities -
Customer Contact
|
This column displays the name of the
customer contact associated with the activity.
|
Activities -
Customer Contact Bus. Phone
|
This column displays the
customer contact's work telephone number.
|
Activities -
Vendor/Partner
|
This column displays the name of the
vendor/partner associated with the activity.
|
Activities -
Vendor/Partner Contact
|
This column displays the name of the
vendor/partner contact associated with the activity.
|
Activities -
Vendor/Partner Contact Bus. Phone
|
This column displays the
vendor/partner contact's work telephone number.
|
Activities - Contact
|
This column displays the name of the contact associated with the activity.
|
Activities - Contact Bus. Phone
|
This column displays the business telephone number of the contact associated with the activity.
|
Activities - Opportunity
|
This column displays the name of the opportunity associated with the activity.
|
Activities -
Contract
|
This column displays the name of the
contract associated with the activity.
|
Activities - Marketing Campaign
|
This column displays the marketing campaign associated with the activity.
|
Activities - Lead
|
This column displays the lead associated with the activity.
|
Activities - Location
|
This column displays the location where the activity occurred or will occur.
|
Activities - Notes
|
This column displays additional text that describes the activity.
|
Customers – Name
|
This column displays the name of the
customer with which the employee is associated.
|
Customers – Relationship
|
This column displays a description of the relationship of the employee to the
customer.
|
Customers – Description
|
This column displays additional text describing the employee's relationship to the
customer.
|
Customers – Type
|
This column displays the type of
customer (for example, Commercial, Government, or Non-Profit).
|
Customers – Status
|
This column displays the current status of your relationship with the
customer: Active, Dormant, or Inactive.
|
Contacts – Name
|
This column displays name of the contact with whom the employee is associated.
|
Contacts – Title
|
This column displays the contact's title (for example, Director,
Capture Manager, or CEO).
|
Contacts –
Customer/Vendor/Partner Number
|
If the contact is linked to a
customer or
vendor/partner, this column displays the
customer number or the
vendor/partner number.
|
Contacts –
Customer/Vendor/Partner Name
|
If the contact is linked to a
customer or
vendor/partner, this column displays the
customer name or the
vendor/partner name.
|
Contacts – Phone
|
This column displays the contact's business telephone number.
|
Contacts – Relationship
|
This column displays a description of the employee's relationship to the contact.
|
Contacts – Description
|
This column displays additional text describing the employee's relationship to the contact.
|
Contacts – Address1
|
This column displays the contact's street address.
|
Contacts – City
|
This column displays the city from the contact's address.
|
Contacts – State
|
This column displays the state from the contact's address.
|
Contacts – ZIP
|
This column displays the zip code from the contact's address.
|
Education – Degree
|
This column displays the degrees the employee earned (for example, BA Bachelor of Arts, BS Bachelor of Science, or MA Master of Arts).
|
Education – Specialty
|
This column displays the specialty associated with the employee's degree.
|
Education – Institution
|
This column displays the educational institution where the employee earned the degree.
|
Education – Year
|
This column displays the year the employee received the degree.
|
Education – Proposals
|
This column contains
Y or
N (Yes or No) to indicate whether or not this education information can be used in proposals.
|
Links - Description
|
This column displays a brief description of the file link or Web address (URL).
|
Links - File Path
|
This column contains one of the following:
- The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link to open the file.
- The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the link to go to that address.
|
Links - Graphic
|
This column contains a
Y or
N (yes or no) to indicate whether or not the file is a graphic file.
|
|
|
|
|
Licenses – License
|
This column displays the names of the licenses the employee holds (for example, CPG Certified Professional Geologist or PE Professional Engineer).
|
Licenses – Earned
|
This column displays the year the year the employee became licensed.
|
Licenses – State
|
This column displays the state in which the employee is licensed.
|
Licenses – Number
|
This column displays the license number.
|
Licenses – Expires
|
This column displays the license expiration date.
|
Licenses – Last Renewal
|
This column displays the date the license was most recently renewed.
|
Licenses – Proposals
|
This column contains
Y or
N (Yes or No) to indicate whether or not the license information can be used in proposals.
|
Opportunities – Opportunity Name
|
This column displays the name of the opportunity associated with the employee.
|
Opportunities – Opportunity No.
|
This column displays the identifier of the opportunity associated with the employee.
|
Opportunities – Stage
|
This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
|
Opportunities – Role
|
This column displays the role of the employee in the opportunity (for example, Architect, Developer, or Owner).
|
Opportunities – Role Description
|
This column displays additional text describing the employee's role in the opportunity.
|
Contracts – Number
|
This column displays the identifier of the
contract associated with the employee.
|
Contracts – Name
|
This column displays the name of the
contract.
|
Contracts – Long Name
|
This column displays the
contract's long name.
If
Long Name is blank in the
Contract Info Center, this column displays the
contract's short name.
|
Contracts – Status
|
This column displays the status of the
contract: Active, Inactive, or Dormant.
|
Contracts – Hours
|
This column displays the actual number of hours the employee has posted to the
contract.
|
Contracts – Role
|
This column displays the role of the employee in the
contract (for example, Transportation Engineer or Geologist).
|
Contracts – Description
|
This column displays additional text describing the employee's role in the
contract.
|
Contracts – Start Date
|
This column displays the date your company started work or will start work on the
contract.
|
Contracts – End Date
|
This column displays the date your company finished work on the
contract.
|
Resumes – Category
|
This column displays the resume category (for example, Profile-General or Experience-Medical).
|
Resumes – Resume
|
This column displays the description of the employee's experience related to the category.
|
Skills – Skill
|
This column displays descriptions of employee skills or disciplines (for example, Architect, Civil Engineer, or Interior Designer).
|
Skills – Level
|
This column displays the skill level.
For example,
GovWin Capture Management could be set up to provide the following set of levels based on years of experience:
- Entry
- 1-2 Years
- 3-5 Years
- 6-10 Years
- Over 10 Years
|
Skills – Primary
|
This column contains
Y or
N (Yes or No) to indicate whether or not the skill is the employee's primary skill.
|