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.

Table of Employers

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.

Fixed Category Employers

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

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Creating Employers

To get started, select the button located on the top right corner of the screen.

Employer Details

Next, you'll be required to fill in the employer requirements , as shown below

Employer Detail Screen (New Employer)

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

Employer Rights