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Step 8 - Employment

Step 8 - Employment

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

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The Employment tab allows users to enter the employment history of a client.

The Employment tab will only be visible if the Client Type is set to Individual.


 Adding and Employment Item - Click here to expand...
  1. Enter the employment details.
  2. Click the right-arrow button ( ) to move the employment into the Employment list on the right-hand side of the dialog.

Only enter income details for the client's current employment as these details will appear in the client's Assets list.

Note: To remove a redundant or incorrect employment, select the employment from the Employments list and click the left-arrow button ().

IMPORTANT CONCEPTS

  • Occupation Field: enter the Occupation field as it is used in both the finance application as well as SmartLodge.
  • Income Group: if the income details are entered, an income asset is created on the Assets tab (Step 9 - Assets). If the income details require changing, this will be done through the employment record.
  • Employer Group: the employer details can be entered manually or via the popup button () next to the Name field.
  • Employment List: displays the employment history list. Users can set the current employment using the Set Primary button ( ).