Employment

Employment

Client Administration: The 'Employment' Screen

Navigation: Client Administration > Add a New Client > Employer

This screen is used to capture the employment details of a new or existing client. Accurate employer information is crucial for affordability assessments and client verification.

Video Tutorial

For a visual guide on how to add the client's employer, watch the video link - https://www.youtube.com/watch?v=l0ResA6Ksv0

Before You Begin: Prerequisites & Setup

Please ensure the following points are addressed by your System Administrator before you proceed:

User Permissions: To view and edit information on this page, your user profile must be assigned the following roles under Setups > Security > Roles:
- Client : Employment Details
- Employer Details
- View Employers
Pre-configured Data: Employers and their corresponding Pay Points must be created in the system beforehand. This is typically done by an administrator with the Employer > Manage Employers and View Employers roles.
Compliance & Integrations:
- SACCRA Rules: All information must be completed in accordance with the latest SACCRA (South African Credit & Risk Reporting Association) rules.
- Collection Service Providers: If using an integrated provider (e.g., Allps, RealPay, SureSystem), follow their specific data entry guidelines.

Employer Affordability Restrictions

To set up the employer affordability rules on a client, follow these steps:

The employer affordability rules must be configured on the employer classification .
The employer classification must be selected on the employer .
The employer must be selected on the client .
Disable the "Use Client budget " under the client's Financial tab.
Ensure that the client's salary percentage matches the salary percentage defined in the employer classifiction under the client's Financial tab .

Field Reference Guide

This table details each field on the "Employer" screen, its requirements, and specific rules.

Field Name	Required?	Description & Rules
Employer Search	No	To find an existing employer, type all or part of the employer's name and click Search. The results will appear in the Employer dropdown list below.
Employer	Yes	Select the client's employer from the dropdown list. This list must be pre-configured by an administrator. for data sharing this must be the name of the company at which the customer is employed, if the customer is a business client, this must be the business name of the client.
Pay Point	No	Select the client's specific pay point, if applicable. This list is linked to the selected employer and must be pre-configured.
Employee Number	No	Enter the client's employee number exactly as it appears on their salary slip.
Other Employer Reference	No	An additional field for another reference number, such as a personnel number.
Pay-point Number	No	Enter the pay point number, if applicable.
Occupation	No	Enter the client's job title or occupation (e.g., "Accountant," "Driver"). For data sharing: this must be the job title of the customer and only A-Z, 0-9, apostrophe or Hyphen allowed.
Department	No	Enter the department where the client works (e.g., "Finance," "Logistics").
Supervisor	No	Enter the name of the client's direct supervisor.
Work Telephone Number	No	Enter the client's direct work phone number. For data sharing it is required if it is available, no spaces allowed, may not be filled with zeros and must have 10 digits.
Work Telephone Number Not Available	No	Select this checkbox if the client does not have a work telephone number.
Commencement of Service	No	Enter the date the client began working for their current employer. Use the format `dd/mm/yyyy`.
Period at Previous Employer	No	Enter the number of years the client worked at their previous place of employment.
Appointment Type	Yes	Select the client's employment status from the list: • Unknown • Permanent • Temporary • Part Time • Self Employed • Contract • Unemployed • Allowance • Retired
Employment Contract Expiry Date	No	If Appointment Type is "Contract," enter the date the contract expires.

Action Buttons

Save: Stores all new information and changes you have made on the screen.
Cancel: Discards all changes made.
Close: Closes the current page and returns to the client search page.
Back: Takes you to the previously viewed page in the client creation process.
Next: Saves the current page and proceeds to the next screen.

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026