Employee Profiles
Identify employees that are most commonly used for proposals
Collate & Update employee data
Name, Title, Bio, Relevant dates, Education, Memberships/Associations, etc.
Provide to OpenAsset to import OR manually add into OpenAsset
Assign a primary photo to each employee profile
Make sure each file has an employee identifier:
A unique custom file field for the headshots that contains an employee ID
Employee name as a keyword attached to each respective file
Utilizing the original filename of each employee headshot that contains the employee name (matches name on employee object/profile)
Connecting Employees and Projects
Collate data for which projects each employee has worked on
Provide this data to OpenAsset with Employee ID and Project ID included OR manually create the relationship between employees and projects
Building resume and CV templates
Provide OpenAsset with the below items for InDesign Templates:
Blank version of the template
Completed version of the template
Formatting rules (spacing, fonts, Paragraph/Character/Object style for InDesign.)
Is there any special formatting for the text required? (split "Education" by commas and newlines, "Location" being a combination of "City" and "State" and "Country" if not USA, etc.)
Provide OpenAsset with the below items for PowerPoint Templates:
Blank version of the template
Completed version of the template
Is there any special formatting for the text required? (split "Education" by commas and newlines, "Location" being a combination of "City" and "State" and "Country" if not USA, etc.)