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.

How to track information about former employees

In the [Employees] section, enter the data about all employees of your company, both current and former. The base of contacts will help to work with recruiting agencies, black lists of job seekers or when an employee returns to the bank. To set up a list of employees:

1.Add data about your former employees to the section. You can add data manually or import from a file (for more information please see the “How to create a new record in the [Employees] section” article).

2.Open the [Career] tab on the employee page and fill the [Due date] and [Reason for job change] fields.

Note

An employee is considered as working with empty “Due date” field in [Career] tab or the date has not come yet.

3.If you have information about further career of your former employee, add it to the [Job experience] detail.

4.Save the changes.

Only records of working employees are displayed in the section list and in folders by default. Disable the “Working employees” quick filter to display the full list of employees.

See also

How to create a new record in the [Employees] section

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