Employment History

Available on individual producer records only.

Use the Employment History data section of a producer record to review and maintain information about a producer's history of employment positions.

ClosedView screen capture

To review a producer's Employment History, click the Employment History link in the Quick Links box of a producer record that is open in the Review/Update Producer page.

The Employment History data section includes the following fields and controls:

  • Address (): For each position listed, click the node to expand the record row to display address information related to the selected position. Click the node () again to collapse the record row and hide the address information. Address fields include the following:

  • Line One: Displays the first street address line of the selected producer's employment position.

  • Line Two: Displays the second street address line of the selected producer's employment position.

  • City: Displays the address city of the selected producer's employment position.

  • State: Displays the address state of the selected producer's employment position.

  • Postal Code: Displays the address postal code of the selected producer's employment position.

  • Province: Displays the address province of the selected producer's employment position. (Canadian addresses only.)

  • Country: Displays the address country of the selected producer's employment position.

  • Phone: Displays the address telephone number of the selected producer's employment position.

  • Phone Extension: Displays the address telephone number extension of the selected producer's employment position.

  • Begin Date: For each position listed, displays the date on which the selected producer started the position.

  • End Date: For each position listed, displays the date on which the selected producer vacated the position.

  • Employer Name: For each position listed, displays the name of the employer of the position.

  • Position: For each position listed, displays the position title.

  • Annual Salary: For each position listed, displays the annual compensation of the position.

  • Reason For Leaving: For each position listed, displays the reason that the selected producer vacated the position.

  • Add/Update/Delete Employment History: Click to open the Maintain Employment History page, where you can update a selected producer's employment history.

Tips

Employment history information saved to a producer's record will automatically populate the Employment History section of a license application or license renewal submitted for the producer and spare manual data entry.

 

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