Columns for Employee Summary Report

You can select the sections to display on your report.

General Information Section

Field	Description
Address	This column displays the employee's address.
Default Expense Location	This column displays the default expense location for the employee if Tax Auditing is enabled.
Email	This column displays the record's email address.
Employee	This column displays the employees number, full name with salutation and all suffixes.
Hire Date	This column displays the date on which the employee was hired.
Home Organization	If your enterprise uses organizations, this column displays the name of the organization to which the employee is assigned.
Home Phone	This column displays the record's home telephone number.
Memo	This column displays the notes entered in the Memo field on the Overview tab of the respective hub.
Number	This column displays the employee's identification number.
Preferred Name	This column displays the name by which the individual prefers to be addressed.
Prior Years with this Firm	The number of years the employee has worked for your firm (if the employee has left your firm and returned).
Professional Suffix	This column displays the professional suffix used with the individual's name. That suffix indicates educational degrees or professional licenses or accreditation. It can be a single item (for example, PhD) or a combination of two or more (for example, CPA, CMA, MBA).
Supervisor	This column displays the name of the supervisor for the employee.
Title	This column displays the person's job title or job function.
Work Phone	This column displays the record's work or office related phone number.
Years With Other Firms	This column displays the number of years that the employee worked for other firms.

Education Section

Field	Description
Degree	This column displays the degrees the employee earned (for example, BA Bachelor of Arts, BS Bachelor of Science, or MA Master of Arts).
Institution	This column displays the educational institution where the employee earned the degree.
Proposals	This Yes/No column indicates whether or not this education information can be used in proposals.
Specialty	This column displays the specialty associated with the employee's degree.
Year	This column displays the year the employee received the degree.

Credentials Section

Field	Description
Description	This column displays a description for the type of credentials the individual has earned.
Earned	This column displays the type of credentials the individual earned (for example, AIA, PMP, or CPA).
Expires	This column displays the expiration date of the employee's credentials.
Last Renewal	This column displays the most recent date that the individual's credentials were renewed.
Number	This column displays the individual's credentials number.
Proposals	This column displays whether or not the individual's credentials (for example, academic degrees, professional licenses, or others) are available for use in proposals.
State	This column displays the state or province in which an individual's credential is valid.
Type	This column displays the individual's type of credentials, such as academic or professional degrees and certifications.

Skills Section

Field	Description
Level	This column displays the skill level. For example, you could set up the following set of levels based on years of experience: Entry 1-2 Years 3-5 Years 6-10 Years Over 10 Years
Primary	This Yes/No column indicates whether or not the skill is the employee's primary skill.
Skill	This column displays descriptions of a resource's or an employee's skills or disciplines (for example, Architect, Civil Engineer, or Interior Designer).
Usage	This column displays skill usage options that indicate how frequently a resource or employee uses the skill.

Resumes Section

This section has two columns, but the column labels are not displayed on the report. The left column displays the resume category and the right column displays the description for the resume category.

Field	Description
Category	This column displays the resume category (for example, Profile-General or Experience-Medical). This column is found on the left side of the Resume section.
Description	This column displays the description of the employee's experience related to the category found in the left column. This column is found on the right side of the Resume section.

Activities Section

Field	Description
Client	This column displays the name of the client associated with the activity.
Date	This column displays the date and time that the activity is scheduled to begin.
Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).

Projects Section

Field	Description
Project Name	This column displays the name of the project.
Project Number	This column displays the identifier of the project associated with the record.
Role	This column displays the role of the employee on the project (for example, Transportation Engineer or Geologist).
Role Description	This column displays additional text describing the employee's role on the project.
Stage	This column displays the stage of the project that is associated with the record.

Firms Section

Field	Description
Description	This column displays additional text describing the employee's relationship to the firm.
Name	This column displays the name of the firm for which the employee has performed work.
Number	This column displays the firm identifier.
Relationship	This column displays the employee's relationship to the firm (for example, Client Manager or Principal Assigned).

Contacts

Field	Description
Client	This column displays the name of the client associated with the record.
Name	This column displays the name of the contact with whom the employee is associated.
Phone	This column displays the phone number for the record.
Relationship	This column displays a description of the employee's relationship to the contact (for example, Client Manager or Former Employee).
Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).

Citizenship

Field	Description
Citizenship Type	This column displays the employee's citizenship type that is entered on the Personal and Contact Details tab of the Employees hub.
Country	This column displays the employee's citizenship country that is entered on the Personal and Contact Details tab of the Employees hub.
Expiration Date	This column displays the expiration date of the employee's citizenship that is entered on the Personal and Contact Details tab of the Employees hub.