Employees Professional Tab

Use this tab in the Employees hub to enter an employee's education, credentials, skills, and resume text.

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 Vantagepoint 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.

To reorder the degrees, hover over a row, click and drag to move the row to the desired location. Degrees will be added to employee resumes in proposals in the same order as they are included in this grid.

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 the specialty that is associated with the employee's degree.
Include in Proposals	This checkbox displays if you own CRM Plus. Select this checkbox to make the employee's education information available in Proposals. Degrees that should never be included in proposals should have this checkbox unchecked.
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.

To copy or delete a row in a grid, hover over the row, click , and select the desired option.

To reorder the degrees, hover over a row, click and drag to move the row to the desired location. Degrees will be added to employee resumes in proposals in the same order as they are included in this grid.

Credentials Grid Fields

Field	Description
Credential	Select the description of the credential. Your system administrator defines the list of credentials on the List tab in Settings > Labels and Lists.
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 or license 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 checkbox displays if you own CRM Plus. Select this checkbox if you want the credential information to be available for use in Proposals. Credentials that should never be included in proposals should have this checkbox unchecked.

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.

To copy or delete a row in a grid, hover over the row, click , and select the desired option.

To reorder the degrees, hover over a row, click and drag to move the row to the desired location. Degrees will be added to employee resumes in proposals in the same order as they are included in this grid.

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 checkbox if the skill is the employee's primary skill.

Resume Grid

Use this grid to enter, edit, or review text for employee resumes. 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 resume text for an employee.

To copy or delete a row in a grid, hover over the row, click , and select the desired option.

To reorder the degrees, hover over a row, click and drag to move the row to the desired location. Degrees will be added to employee resumes in proposals in the same order as they are included in this grid.

Resume Grid Fields

Field	Description
Category	Select a resume category. Categories are useful for organizing resume text by type and for selecting text at the time a proposal is created. Your system administrator defines the list of credentials on the List tab in Settings > Labels and Lists. Consistently using resume categories for employees can help you create proposals quickly.
Resume Text	Enter resume text that can be used in a proposal. This text often consists of several paragraphs about the employee. Changes that you make in this field also display on the Edit Resume Text dialog box in Proposals.
Default	Select this checkbox to make the resume category the default category when building custom proposals. Only one description category can be selected as the default.