TCM1000188 - How to check if a customer is employed, self-employed or both

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select the ‘All’ checkbox
  • select ‘OK’.

If you are taken to the ‘Select Individual’ screen

  • select the relevant claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen

Note: If you are instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the guidance below for those screens.

If you are taken to the ‘Select Application’ screen

  • select the claim with the status of ‘Award Issued’
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen

Note: If you are instead taken to the ‘Select Application Version’ screen, follow the guidance below for that screen.

If you are taken to the ‘Select Application Version’ screen

  • select the relevant version of the claim
  • select ‘OK’. You will be taken to the ‘Application Summary’ screen
  • go to Step 2.

If you are taken straight to the ‘Application Summary’ screen, go to Step 2.

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Step 2

On the ‘Application Summary’ screen

  • select ‘Continue’ until you are taken to the ‘Applicant 1 Work’ screen

Note: If you need to check whether the customer’s partner is employed, self-employed or both, select ‘Continue’ and you will be taken to the ‘Applicant 2 Work’ screen.

  • any entries in the ‘Employment Details’ and ‘Self Employed Details’ boxes will tell you whether the customer is employed, self-employed or both.