How to store Work History entries

[GregYYC]

We're an HR company and track thousands of candidates that are then matched to employer companies.  I'm looking to find a way to create/store a set of Work Experience entries for each contact (candidate) record.  Sort of like how LinkedIn provides a list of work experiences, each with a series of details related to each work experience.

In an ideal world, we would be able to pull up a candidate record, and then have a section that lists off each work experience entry that has a set of data within it  (ie: the city, state, position, start date, etc.).  And the data would searchable.   

Example:  You pull up Bob Smith, and there is a section or field array that shows 2 Work Experience Blocks:

Work Experience 

Position: Environmental Health and Safety Technician

Employer:  Carson Global 

Location: Carson City, Nevada

Employment Dates: Jan 1, 2019 - Mar 3, 2021

Description of work: 

- Conduct morning safety meetings

- Hazard recognition\nEnforced safety standards

- Performed safety field audits

- Maintained all conditions and requirements listed on the work permits

- Oversee daily housekeeping in the facility.

Currently working there?  No

Position: Environmental Standards Coordinator

Employer:  Sparks International

Location: las Vegas, Nevada

Employment Dates: Sep 10, 2015 - Dec 14, 2018

Description of work: Performed safety field audits\nMaintained all conditions and requirements listed on the work permits\nOversee daily housekeeping in the facility.

Currently working there?  No

--

Having the information in PDF resume format isn't sufficient, as we need to be able to run searches across the work experience detail.

Is there a way to create something like this? 

Note:  we have Marketing, Sales, Services, CMS, and Operations Hub Professional Subscriptions.

[GregYYC · Accepted solution]

Hi Karsten, thanks for your reply.   We looked at storing the information in notes, but we need to be able to pull the individual pieces of data back out of HS through the API to display in external systems, so keeping them all in notes won't work since we can't access/parse the pieces of information individually.  We'd also have a lot of challenge keeping the data consistent if it was manually entered.

Custom objects appear to be the only option we have in trying to accomplish what we need to do.

[karstenkoehler]

Hi @GregYYC,

The easiest way of achieving this I can think of would leverage notes and snippets.

It sounds like you would be adding this information to a record manually anyway, so you could type it into a note and pin this note to the record. It would always show up at the top of the record.

The big benefit of using notes is that they're included in the HubSpot system-wide search. Additionally, you could easily build lists off notes (e.g. all contacts associated with activities that include Sparks International).

If you want to make sure that everyone follows the same blueprint for adding this information to a note, you could save that blueprint as a snippet so that it appears whenever someone types #cv for example.

This could also be approached with custom objects where each step of the career is its own record but it would be a much more setup and maintenance heavy solution in my opinion.

Hope this helps!

[GregYYC · Accepted solution]

Hi Karsten, thanks for your reply.   We looked at storing the information in notes, but we need to be able to pull the individual pieces of data back out of HS through the API to display in external systems, so keeping them all in notes won't work since we can't access/parse the pieces of information individually.  We'd also have a lot of challenge keeping the data consistent if it was manually entered.

Custom objects appear to be the only option we have in trying to accomplish what we need to do.

[karstenkoehler · Accepted solution]

Hi @GregYYC,

In that case yes, custom objects would be the way to go.

Best regards!