How to create a new record in the [Employees] section
A new record in the [Employees] section is created based on the existing contact. The employee’s page will pull information such as personal data, contact and address information, noteworthy events and career changes from the corresponding contact page. Records can be imported or added manually.
Note
Data import is described in the corresponding article.
To create a new record in the [Employees] section manually:
1.Click the [New employee] button.
2.Specify in the mini page:
•A contact based on which an employee record will be created.
•Employee’s job title, for example, “Department manager”.
•Exact job title, such as “Sales department manager”.
•Department, for example, “Marketing”.
Note
A list and hierarchical structure of departments is configured in the [Organization structure items] lookup. For more information on importing communication options is available in a separate article.
•Employee account
3.The following data will be automatically passed to the new employee page from the contact page, if they were specified:
•Communication options.
•Addresses.
•Noteworthy events.
•Career.
The data about the user, its organizational and functional roles will be added.
4.Add the information about employee’s career at your company on the [Career] tab.
5.Save the page.
Next time you edit the data on the employee page, the changes will also be reflected on the employee’s contact page.
See also
•Configure job titles of employees
