Use the Experience tab to enter, edit, or review information about an employee's experience, including their skills, education, and professional licenses or registrations.
Contents
Education Grid
Use the Education grid to add, copy, delete, or review an employee's education information.
| Field | Description |
|---|
| Education Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to add education information to the Education grid.
|
 Copy
|
Click this option to copy education information from one row on the Education grid to a new row on the grid.
|
 Delete
|
Click this option to delete education information from the Education grid.
|
 Move Up
|
Click this option to scroll up through the rows on the Education grid.
|
 Move Down
|
Click this option to scroll down through the rows on the Education grid.
|
| Degree
|
Use this drop-down list to enter the degree the employee received. You define employee degree options in Code Table Configuration.
|
| Specialty
|
Enter any specialty associated with the employee's degree.
|
| Institution
|
Enter the institution where the employee's degree was conferred.
|
| Year
|
Enter the year the degree was conferred.
|
| Proposals
|
Select this option to make this education information available in Proposals.
Vision selects this option when you add new license information to the grid.
|
Licenses Grid
Use the Licenses grid to add, copy, delete, or review employee's professional license information.
| Field | Description |
|---|
| Licenses Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Insert
|
Click this option to add license information to the Licenses grid.
|
| Copy
|
Click this option to copy license information from one row on the Licenses grid to a new row on the grid.
|
| Delete
|
Click this option to delete license information from the Licenses grid.
|
| Move Up
|
Click this option to scroll up through the rows on the Licenses grid.
|
|
Move Down
|
Click this option to scroll down through the rows on the Licenses grid.
|
| License/Certification
|
Use this drop-down list to select the license name. You define license options in Code Table Configuration.
|
| Earned
|
Enter the year the license was earned.
|
| State/Province
|
Select the state or province where the license is held.
|
| Number
|
Enter the license number.
|
| Expires
|
Enter the license's expiration date.
|
| Last Renewal
|
Select the date the license was most recently renewed.
|
| Proposals
|
Select this option if you want the license information to be available for use in Proposals. This option is selected when you add new license information to the grid.
|
Skills Grid
Use the Skills grid to add, copy, delete, or review employee skill information.
| Field | Description |
|---|
| Skills Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Insert
|
Click this option to insert skill information on the Skills grid.
|
| Delete
|
Click this option to delete skill information from the Skills grid.
|
| Skill
|
Click in this field and use the drop-down list to associate a skill with the employee. You define skill options in Code Table Configuration.
|
| Level
|
Click in this field and use the drop-down list to select a skill level for the employee. You define skill level options in Code Table Configuration.
|
| Primary
|
Select this option if the skill is the employee's primary skill.
|
