Employer Payback Information

Add an Employer - Payback Information

1. Overview

This screen allows you to configure the default payment and collection parameters that will automatically apply to employees of this employer. Setting these defaults ensures consistency and saves time when setting up individual loan payback instructions.

2. Important Notice for CSP Integrations

If your organization uses Allps, RealPay, or SureSystem as a Collection Service Provider (CSP), you must follow the specific procedures and setup guides provided for that integration.

Documentation

3. Default Payment Schedule

This section defines the employer's standard payroll schedule.

Field Description
Payment Frequency Select how often employees are typically paid (e.g., Monthly, Weekly, Fortnightly).
Day of Month If Payment Frequency is Monthly, enter the specific day of the month employees are paid (e.g., 25).
Day of Week If Payment Frequency is Weekly or Fortnightly, select the specific day of the week employees are paid (e.g., Friday).
Payment Move Direction Select the rule for when a payday falls on a weekend or public holiday Sunday/Public Holiday Backward: Pays on the business day beforenSunday/Public Holiday Forward: Pays on the business day after Weekend Backward: Pays on the Friday before Weekend Forward: Pays on the Monday after
Day of Month Rule Select this option if payment is not on a fixed date but on a rule-based day, such as the "Last Day of the Month".
 

4. Special Pay Dates

Use this section to set exceptions for early pay dates, such as during holiday periods.

Field Description
December Day of Month If the employer pays early in December, enter the specific pay date for that month.
Easter Day of Month If the employer pays early for Easter, enter the specific pay date for that period.
Easter Month of Year Select the month in which Easter falls for the relevant year.
 

Note: The Month of the Year field is currently not in use and is reserved for future functionality.

5. MaxCollect: CSP & Collection Parameters

This section defines the default parameters for the Collection Service Provider (CSP).

Field Description
Payback Type Select the default repayment method for employees (e.g., Debit Order).
Preferred CSP Select the preferred Collection Service Provider for this employer. If no preference is set, the first CSP in the list will be selected by default.
Preferred CSP Setup This is automatically determined based on the Payback Type and Preferred CSP. If a preferred setup exists for that combination, it is used; otherwise, the first available setup is selected.
Tracking Select the default tracking (collection re-attempt) rule. If no choice is made, the first option in the list is used. Note: A security resource can be enabled to restrict users from editing tracking days.
Pre-days Enter the number of pre-notification days required before the collection attempt.
December Tracking Select the specific tracking rule to be used for December collections, if different from the default.
December Pre-days Enter the number of pre-notification days required for the December collection.
 
 

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