Basic employee data (full name, communication options, title, date of birth, division is available) on the left of the employee page. The employee’s manager information is also available in the profile area.
The action panel located at the top of the page. The action panel contains activities created when working with an employee. It also displays employee’s activities from their schedule.
Using the action panel, you can:
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schedule a task
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send an email
to an employee -
create a post in the record feed
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Record call results
.
Note
The data displayed on the action panel of the employee page is synchronized with the action panel of the corresponding contact page. For example, a task scheduled using the action panel on the employee page will also be available on the contact page.
Tabs below the action panel display detailed information about the employee.
General employee information
| Photo | Employee’s photo. Photos are pulled from the corresponding contact pages. It can be changed only on the contact page. |
| Full name | First and last name of the employee. The field displays the data specified on the contact page. If you change the name on the employee page, the data on the contact page will also be updated. |
| Job title | Employee's current position (e.g. “Director” or “Head of Department”). The field is populated with the [Employee jobs] lookup values. |
| Full job title | The field is populated automatically – it duplicates the title selected in the [Employee jobs] lookup. If necessary, the title may be edited. |
| Organizational unit | Bank’s organizational unit where the employee works. The field is populated with the [Organization structure items] lookup values. At the same time, if the manager of the organizational unit is specified in the lookup, their data will be automatically displayed in the manager’s profile on the employee's page. |
| Legal entity | The employer’s legal entity name is specified in this field. You may only select the legal entities with the “Our bank” type. If you update this field, the legal entity field of the contact page will also be updated. |
| Business phone | Employee's business phone number. The field displays the [Communication options] detail value of the [Contact info] tab of the employee and contact pages. |
| | Employee's email address. The field displays the [Communication options] detail value of the [Contact info] tab of the employee and contact pages. |
| Birth date | Employee's birth date. The field displays the [Noteworthy events] detail value of the [Contact info] tab of the employee and contact pages. |
| Gender | Employee’s gender. The field displays the value of the [Contact info] tab of the contact page. This field cannot be edited on the employee page. |
| Owner | The Creatio user who is the author of this record in the [Employees] section and maintains the information about this employee. The field is populated automatically once the record is created. |
General information about the owner
| Photo | |
| Full name | First and last name of the owner The field group displays the data that is specified on the contact page. This field cannot be edited on the employee page. |
| Mobile phone | The field group displays the data that is specified on the contact page. This field can not be edited on the employee page. |
| Business phone |
Note
if the owner of the organizational unit is indicated in the [Organization structure items] lookup, their data will be automatically displayed in the owner’s profile on the employee's page. If the owner is not specified the lookup, you can specify them manually, from the employees list.
The [Contact info] tab contains general contact information about the employee (contact and address data, noteworthy events etc.). The data on the [Basic information] tab is synchronized with the corresponding data on the contact page. If you change the communication options or any other data, enter new information on the employee page, and it will also be displayed on the contact page.
Communication options
This detail contains the list of employee’s communication options, as well as the list of the restricted communication channels. The tab displays the [Communication options] detail values of the contact page. If you change the communication options on the employee page, the data on the contact page will also be updated.
The detail fields are displayed when you select the corresponding commands in the [Add] menu.
| Business phone | Phone numbers that can be used to contact the employee. Communication option types are defined when a record is added, but can be changed. |
| Mobile phone | |
| Home phone | |
| Skype | Skype account of the employee. |
| | Website and email addresses of the employee. |
| Web | |
| | Social network profiles of the employee. This field is populated by searching for the social network profile of the employee on a separate page. |
| | |
| Do not use email | Checkboxes indicate which communication options should not be used to contact the employee. For example, if a contact does not wish to receive SMS, select the [Do not use SMS] checkbox.
|
| Do not use phone | |
| Do not use SMS | |
| Do not use mail | |
| Do not use fax |
– call the employee. The button is displayed on the page if at least one “Phone” communication option field is populated.
– opens the Facebook search page where you can select an employee’s social network profile and add it as a communication option. If the employee’s account has already been added as a communication option, the button will be displayed in a blue color. Click to open the Facebook page of the account.
Addresses
List of employee addresses. The detail displays the [Addresses] detail value of the [Contact info] tab of the contact page.
| Address type | Type of address of an employee, e.g. “Home” or “Work”. Defined when a record is added, but can be changed. |
| Address | Street, building number and other details of an employee's address. |
| City | Employee location. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, the [Country] field will be populated automatically when you fill in the [City] field. Similarly, if you enter a province in the [State/province], the [Country] field will be populated automatically. When you fill in the [Country] field, the [State/province] and [City] fields will display only those regions and cities, which correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. |
| Country | |
| ZIP | Postal code of an employee. |
Noteworthy events
List of employee’s noteworthy events. The field displays the [Noteworthy events] detail values of the contact page.
The tab displays all information about career changes of an employee, including current and previous positions and the place of work. When editing data on the [Career] tab of the employee's page, changes will also be displayed on the [Workplace] tab of the employee's contact page.
General information
The field group contains such information as employment and dismissal dates, probation period and the dismissal reasons of an employee. For current employees the information on the current position is displayed in these fields
| Start date | The date the employee started working in your bank. |
| Probation ends | The end of the probationary period. |
| Reason for job change | This field is populated with the [Reason for job change] lookup values. |
| End date | Date of dismissal. |
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Career in our company
Employee’s career changes within the bank
| Legal entity | The employer legal entity name is specified in this field. |
| Organizational unit | Bank’s organization structure unit where the employee works, for example “Sales” or “Marketing”. |
| Job title | Employee’s title, for example, “Department manager”. The field is populated with the [Job title] lookup values. |
| Full job title | Exact job title, such as “Sales department manager”. This field is automatically populated with the value that is selected in the [Job] field, but may be edited if necessary. |
| Start date | Date when the employee was assigned to work in this position. |
| Due date | Date when the employee left the job. |
| Current | Checkbox indicates the company where an employee works at the present time. |
.
The [Career in our company] detail data is synchronized with the general career information fields of the employee profile. For example, if you change the date in the [Start date] field of the [Career in our company] detail, the date in the [Start date] field of the [General information] field group also changes. When entering the end date, the [Current] checkbox the automatically removed from the previous job record.
Let’s take a look at the process of transferring an employee to another department / unit within your bank:
1.Select the record that indicates the current position of the employee on the [Career in our company] detail.
2.Go to the edit page of the record by clicking [Edit] in the action menu of the detail. Specify the end date for this position and save the changes.
Note
If you populated the [End date] and [Reason for job change] fields, the [Current] checkbox is automatically removed from the job record.
3.Add a new employee position by pressing the 
button and fill in all the necessary data (e.g. new position, start date, organizational unit, [Current] checkbox).
As a result, the data in the [Basic Information] field group will also update.
Job experience
Information about all work places of an employee. The data specified on the [Career] detail of the linked contact page is displayed here. These details need to be updated when the employee is hired and dismissed.
If an employee is a Creatio user, their information and roles are displayed on the [User Account] tab. Upon registering a new user account for an employee, all connected data will be displayed on the [User account] tab of the employee page automatically.
The user login and the [Active] checkbox on the [User Information] detail cannot be edited.
The data on the [Organizational roles] and [Functional roles] details may be edited on the employee page. If edited, the data will be updated on the contact page as well.
The [Attachments and notes] tab
Detailed information about an employee, as well as attachments and links to web resources. Read more >>>
Attachments
Used to store employee document copies. For example, you may add an employee's ID scan copy, employment contract, etc. to the detail.
Notes
The [Notes] detail is used to store additional text information about an employee. You can edit and organize notes on the detail. If you switch to another tab of the employee page, the information on the [Notes] detail will be saved.
The [Feed] tab displays the messages from the [Feed] section that are connected to the employee record.
See also
