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Mobius User Guide |
Published Date: March 18, 2019
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19 Employer Record |
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Tab Descriptions
An overview of the employer’s record.
Administration Tab
Administrators
Defaults to the user who entered the registration. A new Administrator can be added – the old one will be end dated.
Roles
Lists the roles assigned to the Employer.
Background Tab
Alternative ID
Alternative IDs are numerical forms of identification.Note
EIIID (Reference ID) is system generated by Mobius once an employer is registered. It is considered the Primary identifier.History
Logs changes made to the employer’s basic information, user who completed them and when they were completed.
Related Companies
Not used at this time.
Trading Status
Not used at this time.
Cases Tab
Cases
Not used at this time.
Issues
Not used at this time.
Service Plans
Not used at this time.
Contact
Addresses
New addresses can be added and existing addresses can be modified. Available address types are Mailing, Residence, and Business. Addresses should only be deleted (canceled) if they are entered in error.
Attachments
Not used at this time.
Communication Exceptions
Not used at this time.
Communications
Lists all correspondence generated for this employer in Mobius.
Contacts
Lists individuals who may be contacted regarding the Employer.
Email Addresses
Lists e-mail addresses associated with the Employer.
Interactions
Not used at this time.
Notes
Capture information to supplement the information in the standard fields in Mobius. Notes can be modified or cancelled, but the original text is retained and cannot be deleted, except for limited circumstances (See Hard Delete Business Process).
Phone Numbers
Lists phone numbers associated with the Employer.
Web Addresses
Website addresses associated with the Employer.
Financial
Bank Accounts
Not used at this time.
TransactionsAll Transactions
Not used at this time.
Payments Issued
Not used at this time.
Tasks
Lists ongoing tasks associated with the Employer. New tasks associated with the Employer can be created here.
Verifications
Verifications
Not used at this time.
Verifications Outstanding
Not used at this time.
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