1. Overview

This guide explains how to find and modify the details of a client's employer record that is already saved in the system. The process involves two main stages: first searching for the employer, and then editing their information across the various sections of their profile.

Integration Note: If you are using Real Pay Integration in MAXMONEY, please follow the procedures outlined in the specific guide for that service.

2. Procedure to Find and Edit an Employer

Part A: Search for the Employer

1. Navigate to the Search Screen

   • From the main menu, go to Employer > Search for Existing Employer.

2. Enter Search Criteria

   • You can search for an employer by either their Employer Code or their Employer Name.
   • When searching by name, you can enter a partial or a full name.

3. Initiate the Search

   • Click the Search button.
   • The search results will appear, sorted by the criterion you used (either Code or Name).

4. Open the Employer Record

   • You have two options to open the employer's profile for editing:
     • Method 1: Click to highlight the correct employer in the list, then click the Edit Employer button.
     • Method 2: Simply double-click directly on the employer's name in the search results list.

Part B: Edit the Employer Information

1.Navigate and Modify

• Once the employer's profile is open, you can navigate between the different tabs to make your required changes:

Employer Section	Description	Documentation
General Information		Employer General
Payback Information	Payment Parameters	Employer Payback
Address	Contact Details	Employer Address

2.Save Your Changes

• IMPORTANT: You must save your changes on each page or tab before navigating to a different one. Failure to save before switching tabs may result in your changes being lost. Click the Save button on each screen after making edits.