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 :

  1. Edit the Employer, and

  2. 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 NameDescription

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.

OptionDescription

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

Employer Rights

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