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Step 8 - Employment
Step 8 - Employment
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.
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 ( ).
, multiple selections available,
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