Employee Information

To view general information about each organization in the structure and their employees, such as organization size and volunteer totals, select the Employee Information tab on the Corporate Information page.

On this tab, you can select whether to view organization or individual employee summary information. The bar chart displays the selected information for the organizations selected to appear in summary information.

• To view information about the selected organizations such as organization size and employee giving, select Organization summary. For employees who are alumni of an academic institution affiliated with your organization, alumni information also appears.

Note: When you select Organization summary, the organization size appears as a number range. If the organization experiences sizable growth, we recommend you edit the number of employees entered on the organization record. For information about how to edit the organization record, see Edit Details for an Organization Constituent.

• To view information about each organization employee who is also a constituent in your database, select Individual summary. Constituent information such as last gift date and pending and completed interactions appears.

You can filter the information that applies to a specific date range. For example, you can select to view only summary information about the last 30 days. In the Show field, select the criteria of the data to view and select Apply. To remove the filter and display all summary information, select Reset.

To change the organizations included in summary information, select Change Selections. For information about how to edit the structure selections, see Edit CorporateStructure Selections