Add employment information to an individual (with an existing organization relationship)

1. From Prospects, open an individual record.
2. On the Relationships tab, make sure a relationship with the organization already exists.
3. Under Employment History, click Add. The Add employment information screen appears.
4. In the Relationship field, select the organization relationship.

Tip: If no organization relationships exists, or the one you want is not available, add the organization relationship from the Relationships tab and include the employment information.

5. Enter information about the employment, such as job title or category, career level, schedule, department, division, responsibilities, and start and end dates.
6. Click Save. You return to the Employment history page.

 

 

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