Employer
Maintenance Menu -> Employer
Last updated
Maintenance Menu -> Employer
Last updated
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.
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
Next, you'll be required to fill in the employer requirements , as shown below
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
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.
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.
To get started, select the button located on the top right corner of the screen.