Planit:Employment

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
What information about my client do I need to enter on the Employment section of the Personal Information screen?
• Personal Information screen
• Data entry fields

Keep on Track! Continue training on...
Administration Personal Information Screen

Other Related Topics
Introduction to the Personal Information Screen Other Personal Information Specialists


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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You have the ability to capture employment information for both your client and spouse by clicking on the radio button.

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  • You can enter the name of the employer, position, address, phone number and email address. This information is optional and you do not need to enter it to produce a plan.