Maintaining Employment Relationships

After an employment record is created, there might need to be some maintenance required. These tweaks will affect and enrich the data that is kept. To access relationships in Personify, open the constituents CRM360 record and click on the Relationships screen task category then All Relationships. This can also be access by clicking on the relationship number in the CRM360 header.

The relationships will display as shown below. There are some search features and viewing options when looking at relationships.

A. Type Of Relationship: If numerous relationships appear for a constituent, the results can be filtered by the type of relationship such as Employment, Duplicate, Paraoptometric, etc.

B. Current: With the Current check box checked (which it is by default) the user will only see relationship without an End Date. To view all of a constituent’s relationships past and present, uncheck the Current box.

C. Add: The add hyperlink will allow the user to create a new relationship other than employment.

D. Delete: The delete hyperlink will allow the user to delete the selected relationship.

(Note: You may not have access to delete a relationship. Should you need a relationship deleted, submit a ticket via the AOA Service Catalog and the relationship will be deleted for you. Most relationships should not be deleted unless they were created only in error.)

To view or change a relationship, double click on the line of the relationship. The Edit Relationship Details window will appear. Three sections to the window include, This Constituent, Is Related to This Constituent, and Employment.

This Constituent

This Constituent refers to the constituent the user has open in CRM360.

A. Role: To change the role of the relationship, use the drop down menu to view the selections. Remember to reference the relationship codes worksheet to setup a proper employment relationship.

B. Comments: The comments field is used to add any notes regarding the relationship. These notes could include if the employee is working part time, or has specific job information that is useful to the organization.

Is Related to This Constituent

A. Related Constituent: The Related Constituent hyperlink will allow users to open the record for the employer.

B. Is Related as a(n): The field for related will allow users to select the correct relationship code that matches the role selected on “This Constituent”.

C. Begin Date: The begin date is the date the employment record was created. This can be updated and changed to reflect the correct date as needed.

D. End Date: Should the employment end, the end date should be updated appropriately.

Employment

A. Primary Employer: The primary employer checkbox indicates if the employer is primary. This has an impact on the CRM360 Contact Info. Without the box checked, the information will not display. (See image below)

B. Full Time: The full time checkbox will indicate if the employee is working for the employer full time. The box unchecked indicates the employment is part time. This can work with reporting when wanting to find all Employees that are full time or part time.

C. Job Function: The job function drop down allows us to indicate what function the employee has with the employer. The drop down contains generic codes for reporting. If there is a code that needs to be added, please submit an enhancement request via the AOA Service Catalog.

D. Supervisor: The supervisor field is a free-form field that can be used for reporting if requested.