Updating 'Employment Details'

Description

If a member's job changes and you would like to update Hermes, this can be done on the 'Member Details' screen for the relevant member. You can also review historical employment details recorded against that member.

Primarily, occupation data was recorded as part of the completion of registration forms. This will continue to be the case with the Online Registration Form, however manual amendments can still be entered by a Secretary or Scribe E.

Step by Step Instructions

Step 1: Open the 'Member Details' screen for the relevant member

Step 2: Click the 'Update' button within the 'Employment Details' region of the 'Personal Details' tab

Step 3: Click 'Add' to add a new Employment Detail

Step 4: Specify whether they are 'Retired'

Step 5: Select the 'Sector' from the available options

Step 6: Select the 'Occupation' from the available options 

Step 7: Specify an 'Occupation Description'. This is a freetext field and allows entry of a specific job title, for example

Step 8: Specify the 'Employer'. This is a freetext field so please ensure accuracy when entering the information

Step 9: Click 'Save'

Step 10: Upon reading the confirmation message, click 'OK' to confirm the change

Additional Information

• The 'Sector' and 'Occupation' fields use well-recognised lists, commonly used in Insurance. If you are unable to find the exact 'Sector' or 'Occupation', please select the closest alternative.

• 'Occupation Description' and 'Employer' are non-mandatory fields and are not required to entered.