Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Employee page

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:

  • schedule a taskbtn_com_workflow_card_action.png

  • send an email btn_com_workflow_card_email.pngto an employee

  • create a post in the record feedbtn_com_workflow_card_feed_message.png

  • Record call results btn_com_workflow_card_call.png.

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.

Case profile

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.

Email

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

Photo of the contact owner 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 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 [CI details] tab

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.

Email

Website and email addresses of the employee.

Web

Facebook

Social network profiles of the employee. This field is populated by searching for the social network profile of the employee on a separate page.

Twitter

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

btn_com_call.png – call the employee. The button is displayed on the page if at least one “Phone” communication option field is populated.

btn_facebook.png – 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 [Career] tab

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.

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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 btn_chapter_mobile_wizard_new_role.png 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.

The [User Account] tab

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

The [Feed] tab displays the messages from the [Feed] section that are connected to the employee record.

See also

Contact page

User and role management

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