This section outlines the step-by-step process for setting up both employers and clients within SureSystems. It's crucial to complete these configurations before processing any new loans with payback instructions.

1. Employer Setup

Before a new loan can be issued with payback instructions, you'll need to set up the employer in SureSystems. This involves inputting essential information to ensure accurate deductions and communication.

• Step 1: Navigate to Employer Setup. (Insert specific navigation path here, e.g., "From the main menu, go to Admin > Employer Management > New Employer.")

• Step 2: Enter Employer Details. Fill in all required fields, including the employer's name, contact information, and any relevant payment processing details.

• Step 3: Configure Deduction Settings. Specify how deductions will be managed for this employer, including frequency and any integration points.

• Step 4: Save Employer Profile. Once all information is entered, save the employer's profile.

2. Client Setup

After the employer is set up, you can proceed with setting up the client who will be taking out the loan. This ensures their personal and financial details are correctly linked for loan processing and repayments.

• Step 1: Navigate to Client Setup. (Insert specific navigation path here, e.g., "From the main menu, go to Client Management > New Client.")

• Step 2: Enter Client Personal Information. Input the client's full name, ID number, contact details, and any other required personal information.

• Step 3: Link to Employer. Associate the client with their respective employer that you set up in the previous section.

• Step 4: Configure Client Payback Information. This is a critical step. Enter the client's banking details or other designated payback methods. Ensure this information is accurate to facilitate smooth repayments.

• Step 5: Save Client Profile. Once all client details and payback information are accurately entered, save the client's profile.