Employer
Maintenance Menu -> Employer
To facilitate loan origination, all clients must be associated with an employer within the Mobiloan system, except for self-employed individuals. Employers can be created, edited, or deleted and linked to specific branches.
When creating a new loan, you can either select an existing employer from the list or create a new employer record. The following screenshot illustrates an example of the employer list.
Fixed Category Employers
Mobiloan automatically assigns employers to grant recipient clients based on their specific grant type. These system-generated employers streamline the loan origination process.
The following screenshot illustrates examples of grant recipient employer types that appear in the Employer Table.
When selecting an employer in the table, you will have the option to :
Edit the Employer, and
View Clients belonging to the employer
Creating Employers
Employer Details
Next, you'll be required to fill in the employer requirements , as shown below
| Field Name | Description |
|---|---|
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 |
Employer Options
Check / Enable the corresponding boxes based on the provided criteria. If a checkbox is greyed out, you may not have the necessary permissions to modify employer information.
| Option | Description |
|---|---|
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 | Payroll Employer 🙂 |
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. |
Associated Rights
To enable or disable various employer options for a specific role, refer to documentation on employer maintenance rights
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