Employer
Maintenance Menu -> Employer
Welcome to Employer Maintenance
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.
Selecting Employers
The Employer Selection dialog in Mobiloan lets you load a specific employer or choose a batch grouped alphabetically. The group loaded appears in the main table for editing and maintenance.
Search by Employer Name: Use the search bar to find and select an employer (e.g., "Jet Clothing" or "Midlands Pool Association").
Grouped Batches: Employers are sorted into alphabetical ranges (e.g., AI - DE, DE - JE), each showing the first and last employer names and the total count.
To load a group: Click on any employer group (e.g., MO – SA) to load all employers in that range.
Select All: Load all employers at once (use cautiously with very large datasets).
After your selection, click Done to load employer details to the main table.
Quick Update of Default Payday and Tracking values
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.
System Employers
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.
Creating a New Employer
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.
Employer Details
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
Employer Options
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.
Additional Employer Options
Access additional functionalities by clicking the secondary options button, situated to the right of the New Employer Button. This action will reveal the following options:
Employer discount setup
Navigates the user to the Loan product - employer discount setup to allow for adding of discount rules.
List all Employers
Removes any branch filters and displays all employers added to the system.
Online payroll setup
Allows for the editing of online webapps - MyMobiloan loan products offered to payroll clients.
Client summary
Adds a client count column to the main employer table for an overview of client data.
Bulk archive
Enables bulk archiving of areas or data that were last used over 90, 180, or 360 days ago, or never used.
Summarize
Generates a concise summary report of data, such as devices or employers, grouped by various criteria (e.g., connected, branch, model).
Audit logs
Provides access to a log of system activities, including creates and updates, for review and investigation.
Export table
Allows the user to export the current table data to CSV or Excel formats for external analysis or reporting.
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