Employment History

You can track the employment history for constituents which includes job title, job category, and career level information. For organization constituents, it offers a view of all employees, past and present. For individual constituents, it offers a work history. You can use the employment history information as an added dimension in cultivation and solicitation. For example, you might hold a special networking event for individuals with jobs in similar categories.

Items are added to the employment automatically when an individual and organization constituent have a relationship which includes any employment information (job title, job category, or career level). When you create an organization relationship for an individual, for example, if you include a job title, the item is automatically added to the employment history. You can also manually add items to the employment history. For organization constituents, you can add new job information for individuals who already have a relationship with the organization. For individual constituents, you can add current or previous jobs with organizations the individual already has a relationship with.

Note: The easiest way to add employment history items for individuals and organization with no established relationship is to add those relationships on the Relationships tab and include the employment information. For past jobs and employees, you can use the start and end dates on the relationship. Those relationships will automatically appear in the employment history. For more information, see Add Individual Relationships for an Organization Constituent and Add Organization Relationships for an Individual Constituent.

When you view the employment history, you can exclude inactive items. Employment information with an end date prior to the current date is considered inactive.

Add Employment History

Edit Employment History

Delete Employment History

 

 

You are here: Overview > Constituent Records > Employment History