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Mobius User Guide |
Published Date: August 01, 2017
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19 Employer Record |
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Update or Add to an Employer Record
Information on an Employer Record can be updated and additional information can be added. When updating information, it is important to keep a history. Instead of changing previous information, add to it. There is a general process for adding to an Employer Record with one exception – a change of primary address.
Anchor Point: Employer Record
Anchor Point: Employer Record
- Select the applicable tab, and if required, the applicable page, from the Navigation Panel.
- From the List Action Menu, select Edit for the line to be modified.
- Enter an end date for the current record. Do not type over the previous record.
- Select Save.
- Select New.
- Enter the mandatory and required fields.
- Select Save.
Primary Address Change
Anchor Point: Employer Record
- Select the Contact tab.
- Select New.
- Enter the mandatory and required information including the Primary checkbox.
- Select Save.
- Select Edit from the List Action Menu next to the old primary address.
- Enter the end date.
- Select Save.
- Select Edit from the List Action Menu next to the new primary address.
- Select Save.
Note
Steps 8 and 9 are necessary due to the way Mobius and a legacy system communicate.
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