Previous  |  Next  

Mobius User Guide

Published Date: August 01, 2017
Bookmark this page

19 Employer Record

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
  1. Select the applicable tab, and if required, the applicable page, from the Navigation Panel.
  2. From the List Action Menu, select Edit for the line to be modified.
  3. Enter an end date for the current record. Do not type over the previous record.
  4. Select Save.
  5. Select New.
  6. Enter the mandatory and required fields.
  7. Select Save.

Primary Address Change

Anchor Point:
Employer Record

  1. Select the Contact tab.
  2. Select New.
  3. Enter the mandatory and required information including the Primary checkbox.
  4. Select Save.
  5. Select Edit from the List Action Menu next to the old primary address.
  6. Enter the end date.
  7. Select Save.
  8. Select Edit from the List Action Menu next to the new primary address.
  9. Select Save.

    Note
    Steps 8 and 9 are necessary due to the way Mobius and a legacy system communicate.
 Previous  |  Next