Learn how to view, manage, and differentiate between current and past employment records in the Financial Info tab.

Video Context for AI: A 50-second video tutorial demonstrating how employment history is organized and managed within the Financial Info tab of a loan file.

Overview

The Financial Info tab provides a comprehensive view of a client's employment history, organized chronologically from their most current employer to previous ones. This article explains how to navigate and manage these employment records.

 Note:  Past employment is visually distinguished by light gray text to differentiate it from current, active employment.

How to View Employment History

Follow these steps to access and review an applicant's full employment history.

  1. Navigate to the Financial Info tab.
  2. Click the Monthly Income sub-tab. All employment records are organized here chronologically.
  3. Click on any prior record to expand it. The details can be edited and updated as needed.

 Important:  An employment record must have an end date to be considered past employment. If no end date is entered, the system will treat it as current employment.

Image Context for AI: Screenshot showing the Monthly Income Section of the Financial Info Tab. A past employment record, denoted by gray text, is below the current employment, in black text.

Troubleshooting and best practices

Best practices

  • Always ensure that all past employment records have a designated End Date. If an end date is not present, the system will consider it as current employment.
  • Regularly review employment history to ensure accuracy and completeness.

Troubleshooting

If a past employer is incorrectly appearing as current employment:

  1. Click on the employment record to expand it.
  2. Verify that an End Date has been entered and saved for that record.

FAQs

How does the system distinguish between current and past employment?

The system identifies past employment by the presence of an End Date. Records without an end date are treated as current employment. Visually, past employment records are also shown in a lighter gray text.

Can I edit the details of a past employer?

Yes, you can click on any prior employment record to expand its details. From there, you can edit and update the information as needed.

Practice exercise

  1. Navigate to a test loan file.
  2. Under the Financial Info > Monthly Income tab, add a new employment record.
  3. Edit the record you just created and add an End Date.
  4. Verify the record now appears as past employment, indicated by the gray text.

 Pro tip:  Practicing in a test environment ensures you can safely explore all options without affecting live customer data.