Adding Employer Information

The Employer Information dialog box lets you view or maintain the member’s employer information. To display the Employer Information dialog box, under Member Services on the Portico Explorer Bar, click Member Information. The Contact Information tab appears on top. Locate the member using the search tool on the top menu bar. Select the down arrow to select the search method, then enter the search criteria. Select the green arrow or press ENTER to locate the member.

Click the detail icon button next to the Employer field to display the Employer Information dialog box.

How do I? and Field Help

Complete the following fields to maintain the member's employer information.

Field	Description
Employer	The member’s employer. Click the details icon button to display the Employer Information dialog box and view or maintain the member’s employer information. You can customize this field and make it a required field in New Members & Services using the Customized Fields window. Length: 23 alphanumeric Keyword: EP
Employment Date	The member's date of employment. Enter the date in MMYY format. This field can be customized using the Customized Fields window. Length: 4 alphanumeric Keyword: ED
SEG ID	The ID of the Select Employee Group (SEG) that the member belongs to. Length: 10 alphanumeric Keyword: S1
Department Code	The department, plant, or other employment location information. This field can be customized using the Customized Fields window. Length: 8 alphanumeric Keyword: DP
Position Code	The member's work position code. This field can be customized using the Customized Fields window. Length: 3 alphanumeric Keyword: PC
Work Phone	The complete work phone number including area code for the member. You can make this field required in New Members & Services using the Customized Fields window. Length: 10 numeric Keyword: BP
Ext	The work phone number extension for the member. Length: 5 numeric Keyword: BX
Work Fax	The complete work fax number including area code for the member. This field can be customized using the Customized Fields window. Length: 10 numeric Keyword: BF
Occupation	The member's occupation. This field can be customized using the Customized Fields window. Length: 25 alphanumeric Reporting Analytics: Occupation (All Joint Account Information subject in the Member Information folder)
NAICS Code	The North American Industry Classification Source Code. Click the PDF link next to the NAICS Code field to view the list of acceptable NAICS codes. If you used the Industry Classification field on the Ownership Information tab prior to the November 2012 release, the field value from the Industry Classification field will appear in the NAICS Code field. This information is included in the transmission to AML Compliance Manager. Length: 6 numeric

Click Save to save your changes. Click Cancel to close the dialog box.