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61.3. Setting Employer and Occupation Information for Maryland State Reports

To set employer and occupation information for the purpose of pulling to Maryland state reports, take the following steps:

To set Employer information:

1. In the Basic Info section of the individual, enter the employer's name in the Employer field, then select Add as new Employer before saving the record.

To set Occupation information:

1. Search for the employer record that was created above.

2. In the Basic Info section of the employer's record, enter a generic description of the occupation in the Industry field. Select the best match from the list of options that appears, then save the record. This will ensure that the correct occupation code pulls to the Maryland state report.