Employer
Maintenance Menu -> Employer
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Maintenance Menu -> Employer
Last updated
Was this helpful?
In Mobiloan, every client must be linked to an employer. While employers can be created, edited, deleted, and assigned to branches within the loan origination workflow, the Employer Maintenance module provides a centralized interface to manage and streamline all employer-related data.
To efficiently update the default payday and tracking values for employers, simply modify the values in the corresponding columns. This streamlined process allows for quick adjustments, ensuring that payroll management is both accurate and timely. By focusing on these columns, employers can maintain consistency and precision in their payroll schedules, ultimately enhancing overall productivity.
Mobiloan automatically assigns predefined employers to grant recipient clients based on their grant type. These system-generated employer entries help simplify and automate the loan origination process.
The screenshot below displays examples of employer types typically associated with grant recipients, as listed in the Employer Table.
To create a new employer, click the "New Employer" button located at the top-right corner of the screen. You will be prompted to complete the required employer information, as shown in the form below.
After entering the details, configure the applicable employer options by checking the corresponding boxes. Note: If a checkbox is greyed out, it means your user profile does not have the necessary permissions to modify that setting.
Employer Name
Full legal name of the employer
Branch
Employer's branch or location
Location
Employer's physical address
Department
Client's department within the employer
Supervisor
Client's supervisor or manager
Work Phone
Employer's contact number
Email Address
Employer's official email address
Occupation
Client's job title or position
Payday Frequency
Frequency of salary payments (e.g., monthly, weekly)
Monthly Payday
Specific day of the month for salary payment (if applicable)
Default Tracking
Optional tracking information
Saturday is workday
Saturday is a workday for the current employer
Single Branch Employer
If this is enabled, the employer you are creating will only be accessible within the specified branch.
Payroll Employer
Employer is a client of the Mobiloan Payroll Lending Module
Blacklist Employer
If the employer is blacklisted, all clients belonging to this employer will be restricted from taking any further loans.
Lock Selected Defaults
This will ensure that other users cannot modify the specified employer defaults, e.g. default occupation / default payday frequency.
Once you're done - press save - and the newly created / update employer should be available for selection on the next Origination Session.
