The Income & Employment feature is designed to streamline and standardise the process of collecting detailed employment and income information from clients during onboarding. It provides a structured and intuitive method for capturing data related to multiple income sources and employment types, covering both current and previous years where applicable.
This feature enables you to gather comprehensive financial information in one centralised location. The Verify Portal automatically calculates the client’s total current income, supporting more accurate risk assessment and informed decision-making.
All data submitted by the client is securely stored in the backend, clearly presented within the Verify Portal, and included in downloadable PDF reports for use in administrative reviews and compliance audits.
Verify Portal income & employment section
Mobile App Workflow: Income & Employment Capture
Step 1: Access the Income & Employment Section
Tap on the Income & Employment card in the mobile app to begin.
Step 2: Select Current Employment Type(s)
Choose your current employment type(s) from the predefined list:
Employed
Self-employed
Unemployed
Retired
Student
Other
Step 3: Provide Employment Details
Based on your selected employment type(s), the app will display a tailored set of questions in an intuitive interface. These questions are designed to collect relevant income and job-related details specific to each employment type.
Step 4: Income Summary Calculation
If you have selected multiple employment types, the system will calculate and display your total annual income by summing the values provided for each current employment entry. Only current employment income is included in this calculation.
Step 5: Enter Previous Employment (If Required)
If enabled by the admin, the app will also prompt you to provide details about your previous employment history, including income data for the specified number of years.
Step 6: Review & Submit
After completing the form, a summary card will be shown with all the income and employment information you have provided. Review the details carefully, then tap “Confirm” to submit.
Once submitted, your data is securely stored and made accessible to administrators in the Verify Portal for review, reporting, and compliance purposes.
