Record a Person's Income History

Process: Record a financial profile

The employment record includes the person's income history.

To record an income, conduct a Person Search. From the Person Overview screen, select the Employment link from the left hand navigation and complete the following steps:

1. From the Employment tab, click the Income tab. The Income History screen appears.

If you want to limit the display to records with start dates since a certain month and year, enter the month and year in the Month/Year field. Enter a two-digit month and a four-digit year (MM/YYYY). Click the Filter button.

2. If an employer has been recorded for this person, in the Select Employer field, select the employer name from the drop down.

3. Select the income type being recorded from the Type drop down list.

4. Click the Add Income button. The Income Record screen appears.

5. Complete the required fields on the screen. You must complete at least four fields to save the record:
   

Effective Month/Year
Wage/Amount
Frequency
Hours Worked in Normal Week

6. Complete other optional fields on the screen.

7. Click the Save button. You are returned to the Income History screen. The income recorded displays in the Income History table.

8. Click Close to return to the Person Overview screen. To record additional details for this person, select from the tabs.

9. Click Next Task below to continue.