Video tutorial

Learn More: For a visual guide on setting up an employer for the Allps SEFT integration, Watch the Video Link - https://www.youtube.com/watch?v=msgsW59ehYI

1. Overview

This guide outlines the mandatory configuration requirements for an employer whose employee loan repayments will be collected via the Allps Collection Service Provider (CSP).

Adhering to these setup rules is critical. Failure to do so will result in errors when processing Allps collection instructions.

2. Pre-Configuration Checklist

Before you process any Allps transactions for a client linked to a specific employer, you must first verify and configure the employer's record.

• Navigation: Employer > Search for an existing Employer

3. Mandatory Setup Requirements

Requirement 1: Set Preferred CSP to Allps

The employer must be explicitly configured to use Allps.

1. Select the employer from the list and navigate to their Payback Information screen.
2. Set the Preferred CSP field to Allps.

Requirement 2: Synchronize Payback Information

To prevent transaction errors, the payback settings on the Employer's record must be identical to the payback settings on the Client's individual record.

• Action: Before processing an instruction, compare the default settings on the Employer's "Payback Information" screen with the settings on the Client's "Payback Information" screen. Ensure they match perfectly.

4. Allps CSP Setup Examples

Within the employer's Payback Information, you must select the correct CSP Setup based on the type of collection being performed. Below are common examples:

Important Rule for SASSA EFT Collections

• When setting up collections for clients who are SASSA grant recipients, the SASSA EFT CSP Setup must be used, and the collection date must be scheduled for the 1st of every month.