Client, Employment, New Client Employment
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New Client Employment Details

Specify the Role Type

Role Type

Enter or select the client's role within the organisation.

This list is defined by the RoleTypes Information List.

Is this person an Active Sales Representative for this External Party?

Tick if the client is currently a Sales Representative for their Company.

Is Employee available to Sub External Parties?

Tick if the Employee is available to Sub External Parties.

Name

Enter the Employer's name or alternatively select the client if the Employer is an existing Client.

Client

Select the Employer if they an existing Client. Click Add Button to add the Employer as a New Client.

Period

Enter the the date the client was employed; leave the "To" field blank to signify that employment is current.

Historic (dates not available or are estimated?)

Tick if the Employment is no longer current, but you do not know the exact date this employment was terminated. If this box is ticked, the employment record will not show as Current, even if nothing is entered in the "To" field above.

Occupation

Enter the client's Occupation or select from the Information List.

This list is defined by the Occupations Information List.

Job Title

Enter the client's Job Title or select from the Information List.

This list is defined by the JobTitles Information List.

Type

Enter the client's Employment Type or select from the Information List.

This list is defined by the EmploymentTypes Information List.

Basis

Enter the client's Employment Basis or select from the Information List.

This list is defined by the EmploymentBasis Information List.

Phone No / Ext

Enter the client's Phone number and extension.

Email

Enter the client's Email address.