Employer Holdings Report

• The Employer Holdings Report can be generated manually or via the Automated Jobs Scheduler
• With the Automated Jobs Scheduler the email will be sent to the Default Contact Person on the company
• When emailed the email will also reflect in the Communications card of the company, refer to Communication Card
• How to setup the employer
• How to manually genarate the employer holdings report
• How to set the automated jobs scheduler

Setup the Employer

Navigate to: Employer card -> View Details

Scroll down to the Employer Holdings Report section

Set the values as required

Manually Genarate the Employer Holdings Report

Navigate to: New and Existing Members card -> More Actions -> Employer Holdings Report

Set the Automated Jobs Scheduler

For more information with regards to the automated jobs scheduler refer to: Automated Job Scheduler

Set the fields as required

Last Updated on 1 year ago by Debra Hart