Enhanced fact find: Occupation details

[david.mann]

Occupation details

This screen records details of the client’s occupation - which could be gainful employment / self-employment as well as details of retirement.  Multiple concurrent and historic occupation records can also be captured as well as any linked income.

We make it easier for you to identify if updates are needed by collapsing each occupation record into two sections - details of the occupation and then details of the linked income.  Each occupation record has a header which tells you the job title of that occupation as well as whether it is recorded as the client’s primary occupation.

Field label	Field ID (e.g. Xmerge syntax)
Occupation details (Employments field group)
Occupation	iqm2_occupation
Job title	jobtitle
Employment status	emp_status
Employer’s name	employer
Employer’s phone	employer_phone
Hours per week	hours_worked_per_week
Start date	start_date
End date	end_date
Primary	main_occupation
Income (Cashflow field group)
Income type	type
Description	desc
Amount	amount
Frequency	freq
Fixed or variable income	fixed_or_variable
Annual increase type	annual_increase_type
Annual increase percentage	annual_increase
Future amount (e.g. pay rise)	future_amount
Notes (client level)
Notes	emp_comment

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