Employer records: maintain employer record: working post and BF review
During your day to day work you will receive some post that you will be unable to deal with straight away because you will need to take up enquiries with
- The employer / contractor
- Banking Operations, or
- Another section or office
If this arises you will need to keep those papers on BF (in other words under enquiry) until the outstanding point(s) are settled. The aim for any case on BF is to settle it as quickly and effectively as possible.
You must ensure that whatever system you use to keep papers on BF you follow these guidelines
- Papers under enquiry are kept in a logical order
- Those papers are easily accessible to anyone who may need to find them
- It is clear from the papers what action has been taken and the reason for the papers being on a BF in the first place
- The date of review is clearly marked on the papers
- Papers are reviewed
- Effectively, and
- At the right time
Sending post to other Offices
It may be necessary to send an item of post received to another section in your office or a completely different office for them to settle. The following guidelines should be used when deciding which method to use. Please bear in mind that for priority cases you will need to decide the method that will be most effective based on the circumstances of that case.
Another Office by Envopak
Banking Operations - Remittances or applications by the employer for an advance, Reimbursement, All other post by Envopak
Employers / Contractors by Second Class Post
Setting the POST Indicator
For any case on BF the POST indicator must be set on the employer record using Function AMEND EMPLOYER INDICATORS.
You may also wish to consider making a general note on the employer record using Function AMEND EMPLOYER NOTES to explain briefly why the case is under review.
Once the case is settled then the POST indicator must be removed using Function AMEND EMPLOYER INDICATORS and any related employer note updated or deleted as necessary using Function AMEND EMPLOYER NOTES.