Record a Financial (Employment) Profile

The financial profile includes the income, expense, resource, and employment information of a person who is a member of a case.  The system requires income and resource information to determine a child's IV-E eligibility. See About financial profiles.

Process

To record an employment profile, conduct a Person Search. From the Person Overview screen, complete the following steps:

1. Select the Employment link from the left hand navigation. The Employment History screen appears.

2. Record a person's employment history.

3. Record primary health insurance providers.

4. Record a person's income history.

5. Record a person's expense history.

6. Record a person's resource history.