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.

This tab is available if you use Proposals (Custom, SF330, SF254, or SF255).

This tab is also available if you use Vision CRM.

Contents

Resumes Grid

If you use Multicompany, the following applies:

  • The data that you enter on this tab applies to the company that the current record is associated with.
  • The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Vision Payroll, the Payroll tab of the Employee Info Center only displays when you are viewing that company's record.
  • The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group drop-down list.
  • If the Automatically retrieve your record in Employee Info Center/Employee Review option is selected in User Options, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
Field Description
Insert Click this option to add resume information to the Resumes grid.
Delete Click this option to delete resume information from the Resumes grid.
Category When you click Insert, Vision displays a lookup that contains a list of all the resume categories in your database. Use the lookup to select a resume category, which then displays in this field. You define resume category options in Code Table Configuration.

Click Edit to open the Text Editor and enter resume data for this category. The first line of the resume then displays in the Resume field.

Resume When you open the Text Editor and enter resume data for the resume category, the first line of the resume then displays in this field.
Default Select this check box to make a resume category the default category when building custom proposals. Only one description category can be selected as the default.