Use this sub-module to create employers into the system.Employers are companies that channel staff salaries through the Sacco.
To access this sub-module, click on: Registry Management =>> Setup =>> Employers
The following window will open up as the available employers are displayed:
Click on the add button to open the following window.
Parent - On the parent search the Employer's Parent company - That is: only if You are creating an Employer that is under and already created Employer. Otherwise, leave this as Blank.
Type - If an employer is a parent company(header), it has to have children/sub-companies (detail). Select whether an employer is a header or detail entry.
Continue to type in the Employer's Name, Company Code, Address Lines 1 & 2, Street, Postal code, Physical Address, City, E-mail, Land line & Mobile Line, interest arrears grace period.
Disbursement Factors:
Add the disbursement factors accordingly on the following pane below:
Define according to your requirements and click the add button.
Flags:
Capitalize interest (prorated)? - Check to capitalize interest prorated.
Recover interest upfront(prorated)? -Check to recover interest upfront.
Enforce maximum guarantees? - Check to enforce maximum guarantees.
Enforce loan classification Date? - Check to enforce loan classification date as stipulated by the employer.
throttle scoring? - Check to enforce scoring.
throttle internal loaning? - Check to stop internal loaning.
Is locked? - Check to render employer as locked and not operational.
Click Create to commit the entry to the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
Identify the employer to be edited:
Right click and click on the edit icon.
The following window will open:
Make modifications to the Employer's Name, Address Lines 1 & 2, Street, Postal code, Physical Address City, Email, Land line & Mobile Line fields accordingly.
Add the disbursement factors accordingly on the following pane below
Make changes according to your requirements and click the add button.
Flags:
Capitalize interest (prorated)? - Check to capitalize interest prorated.
Recover interest upfront(prorated)? - Check to recover interest upfront.
Enforce maximum guarantees? - Check to enforce maximum guarantees.
Enforce loan classification Date? - Check to enforce loan classification date as stipulated by the employer.
throttle scoring? - Check to stop scoring.
throttle internal loaning? - Check to stop internal loaning.
Is locked? - Check to render employer as locked and not operational.
Click Update to commit the changes into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.