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How can we improve the Smartr365 Fact Find?

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7 results found

  1. Add other income section to PDF

    Add the other income section to the FF PDF

    1 vote

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    0 comments  ·  Income  ·  Admin →

  2. Add expected retirement field to the FF

    Field to show when they are expected to retire

    1 vote

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    0 comments  ·  Income  ·  Admin →

  3. Average Salary for Hourly Paid employees.

    Average Salary Hourly Paid employees.

    1 vote

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    0 comments  ·  Income  ·  Admin →

  4. Other Annual Income

    To pull through to sourcing correctly

    2 votes

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    0 comments  ·  Income  ·  Admin →

  5. Bonus - further information

    More fields to expand on bonus - if it's annual drop down box for previous years/any deferred stock or cash options - if it's monthly then latest 3/6 months - P60 figures etc.

    1 vote

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    declined  ·  0 comments  ·  Income  ·  Admin →

  6. Other Income

    Under 'Other Monthly Income' and on the 'Type of income' tab, when dropped own to 'Other' please can we have 2 or 3 boxes to show previous years of this other income?

    1 vote

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    0 comments  ·  Income  ·  Admin →

  7. Employment History

    Current Employment and Employment History on the FactFind should be one field

    1 vote

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    0 comments  ·  Income  ·  Admin →
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