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On this page
  • Welcome to Employer Maintenance
  • System Employers
  • Creating a New Employer
  • Employer Details
  • Employer Options

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  1. MAIN MENU
  2. Maintenance Menu

Employer

Maintenance Menu -> Employer

PreviousDeviceNextSupplier

Last updated 1 day ago

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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.

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.

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

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

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.

Table of Employers
Fixed Category Employers
Employer Detail Screen (New Employer)