EAP Income Details

Use this process to capture income details of individuals on an EAP application/case.

Process Steps:

The EAP Income Details page displays.

1. In the Income Information section:

   • Select the customer’s Name from the dropdown menu (required).

   • Enter the customer’s employment Begin Month with their current employer (required).

   • Enter the customer’s employment End Month with their current employer (required).

   • Select the category from the Income Category dropdown menu (required).

   • Select the type from the Income Type dropdown menu (required).

   • Enter the Employer Name.

   • Select the frequency of pay from the Pay Frequency dropdown menu (required).

   • Enter the Gross Pay Amount (required).

   • Enter the Monthly Pay Amount (required).

   • Select the verification source from the Pay Verification dropdown menu (required).

2. Click Save + Add.

3. Click Save + Continue.

4. Only the income records for the current program year will be editable. The previous two program year income fields display as read-only.

Results of the Procedure:

The customer's EAP income details are recorded.

Updated 10/03/2016