Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »


     

[click logo to return to Knowledgebase]
TFS User Guide - Table of Contents

Documentation Disclaimer



         

The Employment tab allows users to enter a contact's employment history.

Adding an Employment Item

  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.

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

IMPORTANT CONCEPTS

  • Clear Employment Fields Button (): click to clear the reference information.
  • 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 7 - 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 ().




  • No labels