Updating Work History

When a Candidate or Contact changes employers or starts in a new position, you’ll want to update their Datasheet with the new Work History information.

To update Work History information:

  • Navigate to the corresponding Person’s Datasheet and locate the Work History card
  • Click on the pencil icon in the top right corner of the card

  • Click the plus sign icon to populate a new work history section

  • Enter the new employment information and corresponding details
    • Update the most recent employment details if necessary, including the addition of an end date and changes to the Present checkbox if the person is no longer employed in that role
    • If you wish to link this person as an Employee at a Company record within your database, select the appropriate company from the autocomplete drop-down
  • Click the Save button at the bottom of the card when complete