Edit Employer Payback Information

1. Overview

The "Payback Information" tab allows you to view and modify the default payment and collection parameters for an existing employer. The settings configured here will be automatically applied to new loans for employees of this employer, ensuring consistency and accuracy in your collection process.

Navigation: Employer > Search for Existing Employer > Highlight the Employer > Edit Employer > Payback Information tab

2. Important Notice for CSP Integrations

If your organization uses integrated Collection Service Providers (CSPs) like Allps, RealPay, or SureSystem, you must follow the specific procedures and setup guides provided for that integration when modifying these settings.

3. Default Payment Schedule

This section defines the employer's standard payroll schedule.

Field	Description
Payment Frequency	The typical payment schedule for employees (e.g., Monthly, Weekly, Fortnightly).
Day of Month	If `Payment Frequency` is Monthly, this is the specific day of the month employees are paid (e.g., 25).
Day of Week	If `Payment Frequency` is Weekly or Fortnightly, this is the specific day of the week employees are paid (e.g., Friday).
Payment Move Direction	The rule for when a payday falls on a weekend or public holiday.Sunday/Public Holiday Backward: Pays on the business day before.Sunday/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	A rule-based pay date, such as the "Last Day of the Month," used instead of a fixed date.

4. Special Pay Dates

This section sets exceptions for early pay dates during holiday periods.

Field	Description
December Day of Month	The specific pay date in December if the employer pays early for the holidays.
Easter Day of Month	The specific pay date during the Easter period if the employer pays early.
Easter Month of Year	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	The default repayment method for employees (e.g., Debit Order).
Preferred CSP	The preferred Collection Service Provider for this employer. If none is set, the first in the list is used as the default.
Preferred CSP Setup	This is automatically suggested based on the Payback Type and Preferred CSP.
Tracking	The default tracking (collection re-attempt) rule. If no choice is made, the first option in the list is used.
Pre-days	The number of pre-notification days required before a collection attempt.
December Tracking	A specific tracking rule used only for December collections, if different from the default.
December Pre-days	The number of pre-notification days required for the December collection.

6. Saving Changes

Button	Action
Cancel	Discards any unsaved changes you have made on this screen.
Back	Returns to the previous "General Information" tab. Note: Does not save changes on this screen.
Save	Saves all changes made on this screen. You must click Save before navigating to another tab to ensure your edits are stored.