The Employment panel collects essential personal details about the account holder, such as Current or former employment information such as employer name, occupation, and retirement timeline. This information is critical for identity verification, compliance, and client communication.
If the client’s details already exist within the CRM, the information in this panel will auto-populate. You must still open the panel to review, verify accuracy, and click Save to mark it complete.
Filling Out Employment Information
Enter the client's employment information into the provided fields:
- Employment Status: Enter the employment status. (E.g., self-employed). If retired is selected then an additional field of former employer and former occupation / Position will be required.
- Employer Name: Enter the name of the client's current employer.
- Employer's Address: Enter the address of the employer.
- Nature of Business: Enter the nature of the business. (E.g., Landscaping)
- Occupation / Position: Detail the clients's current occupation or role. (E.g., Owner)
- Years Until Retirement: Enter the number of years until the client plans on retiring.
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed Employment Details
