Employment
Access the Employment function under the Borrower Services tab when you want to add, update, or delete borrower employment information. The Employment screen displays a listing of the current and past employers for the borrower, as shown in the example below. You can select any of these employers by clicking on the Magnifying Glass icon. Once you select an employer, you can update the information, or delete it from the system. If there is no employment information, you can add it through this function.
To Add Employment Information
To add employment information, click the Add icon located in the Function Bar. When you click on this icon, a new window is opened. Enter the borrower's employment information using the table below as a guideline. The following fields (marked with an asterisk on the data entry screen) are required entry:
· Employer Name
Click on the Reset icon to restore the data entry form to its initial (blank) state. To save the employment information, click on the Save icon. To exit this process without saving your changes, simply close the pop-up window.
|
Field Name |
Required? |
Size/Format |
What to Enter |
|
Employer Name |
Required |
30 characters;
alphanumeric |
Enter employer name |
|
Employee Number |
Optional |
15 characters; alphanumeric |
Enter if known. |
|
Address |
Optional |
30 characters;
alphanumeric |
Enter the employer’s address. |
|
City |
Optional |
18 characters;
alphanumeric |
|
|
State |
Optional |
Select value from
drop-down list |
If not entering a State value, use default selection of "None Selected". |
|
Zip Code |
Optional |
5 or 9 numeric characters |
If entered, format must be "nnnnn" or "nnnnnnnnn" or "nnnnn-nnnn". |
|
Country |
Optional |
30 characters;
alphanumeric |
Default value is "USA". |
|
Carrier Route (C/R) |
Optional |
2 characters; alphanumeric |
None. |
|
Occupation |
Optional |
20 characters;
alphanumeric |
Enter borrower’s occupation. Example: Computer Services |
|
Position |
Optional |
20 characters;
alphanumeric |
Enter borrower’s position. Example: Systems Analyst |
|
Began On |
Optional |
10 characters |
Enter the date the borrower began employment. The format must be "mm/dd/yyyy". Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information. |
|
Ended On |
Optional |
10 characters |
Enter the date the borrower ended employment. The format must be "mm/dd/yyyy". If a value is entered, it must be greater than or equal to the Began On date. Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information. |
|
Hours Per Week |
Optional |
4 numeric characters |
Enter how many hours per week the borrower works. Enter a numeric value between 0 and 99.99 . |
|
Full Time/Part Time |
Optional |
Radio button |
Pick either "Full Time" or "Part Time". |
|
Pay Period Is |
Optional |
Select value from
drop-down list |
If not entering a Pay Period value, use default selection of "None Selected". |
|
Earnings Per Period |
Optional |
10 numeric characters |
Enter the borrower’s earnings. Enter a numeric value between 0 and 99999999.99. |
|
Gross/Net |
Optional |
Radio button |
Pick either "Gross" or "Net". |
|
Phone |
Optional |
10 numeric characters |
Enter the borrower’s work phone number. If entered, format must be "nnnnnnnnnn" or "nnn-nnn-nnnn". |
|
Phone Extension |
Optional |
4 numeric characters |
Enter an extension, if available. |
|
Remarks |
Optional |
32 characters;
alphanumeric |
Enter any additional information you may have regarding this employer. |
To Update Employment Information
To revise or update existing employment information, select the desired record by clicking on the Magnifying Glass icon located on the left side of the appropriate employer line. When you click on this icon, a new window is opened. Update the borrower's employment information, and click on the Save icon to save your changes.
You can click on the Reset icon to restore the update form to its initial (blank) state. Any fields that you modified will be restored to their initial value, that is the value that was displayed when the update form was first opened.
To exit this process without saving your changes, simply close the pop-up window.
To Delete Employment Information
To delete employment information, select the desired account by clicking on the Magnifying Glass icon located on the left side of the appropriate employer line. When you click on this icon, a new window is opened containing the borrower’s employment information. Click on the Delete icon, and then the OK button to acknowledge the delete. The selected account record will be deleted, and the pop-up window will be closed. The Employer List will be updated to reflect the deletion.
To exit this process without performing the delete action, simply close the window.