v7 FreeBalance Help

1. Enter the new Employment History information.  Fields with an asterisk  are mandatory fields.

2. Check the Is Vendor and From Government checkboxes, if required. By Default - these checkboxes are not selected.

• Is Vendor: If checked, the employer is a known vendor to the government.
• From Government:  If checked, the employment history information originates from the government.

3. Enter Assignment Start Date, Assignment Departure Date, Start Date and End Date if required.

• Assignment Start Date: Start date of the assignment.
• Assignment Departure Date: Date the employee left the assignment.
• Start Date: Start date the employee worked for the employer other than government.
• End Date: Date the employee left the employer other than government.

4. Choose the Situation Code Catalogue from the Drop Down Menu.

• Situation Code Catalogue: Identifies the employment situation such as full time, part time from prior Assignments.

5. To enter the Institution, click on the Lookup icon ,  click on Find icon  to retrieve the Institution list, then select the appropriate Institution.

6. To enter the Position, click on the Lookup icon ,  click on Find icon  to retrieve the Position list, then select the appropriate Position.

 7. To enter the Vendor, click on the Lookup icon ,  click on Find icon  to retrieve the Vendor list, then select the appropriate Vendor.

• Institution: Institution .
• Position: Employee Position.
• Vendor: A recognized place of work other than the government.

8. Choose Language from Drop Down Menu, if required.

9. Enter the Title and Description.

• Title: Title of position the employee was in.
• Description: Explanatory notes on what the employee did at this position.  

 To ADD a Departure Reason:

1. Click on the Lookup icon  underand  click on the Find icon  to retrieve the Departure Reason list, then select the appropriate Departure Reason.

2. Click the individual Select Checkbox (es), underto select and de-select the Departure Reason(s), as required, or click the Select All icon  or Un-select All  icon, to select or de-select all Departure Reason(s), if required.

3. Click the Remove icon to remove the selected Departure Reason(s), if required.

4. Repeat steps 1 to 3 as required for all Payment Locations.

Click on the Save and Return icon to save the Employment History information and return to the Employee screen, or click on the Discard icon  to discard the Employment History entry and return to the Employee screen.