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

The [Employees] section

Use the [Employees] section to maintain information about the bank employees. This section enables you to add and maintain personal data, probation periods, onboarding plans, up–to–date information on career movements of employees.

Views

The section has two views:

  • btn_com_list_view.png – employee list. Displays employee data as a list of records.

  • btn_com_analytics.png – employee analytics. Admission and dismissal dynamics, dismissal reason analytics and other indicators are available in this view.

The “Working employees” quick filter is used in this section. The filter displays only employees with empty “Due date” field in [Career] tab or the date has not come yet.

Contents

Getting started with the [Employees] section

Employee page

Case profile

The [CI details] tab

The [Career] tab

The [User Account] tab

The [Attachments and notes] tab

The [Feed] tab

See also

Contact page

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