{"id":4306,"date":"2024-03-13T13:34:36","date_gmt":"2024-03-13T13:34:36","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4306"},"modified":"2026-06-23T14:18:15","modified_gmt":"2026-06-23T14:18:15","password":"","slug":"edit-profile-6","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/edit-profile-6\/","title":{"rendered":"Sponsors Settings"},"content":{"rendered":"

The Sponsors Settings section enables administrators to create, organize, and manage corporate sponsors or legal entities responsible for workforce visa compliance, sponsorships, and labor regulations. This module maintains foundational identity configurations, labor office reference keys, and corresponding bank routing associations across the platform. <\/p>\n\n\n\n

This page serves as a centralized configuration hub to ensure the HR system operates efficiently and aligns with the organization’s policies and operational needs. <\/p>\n\n\n\n

To access this section, follow these steps: <\/p>\n\n\n\n

    \n
  1. From the\u00a0Human Resources\u00a0page.\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Click\u00a0System Setting.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Select\u00a0Sponsors Settings\u00a0under the\u00a0OTHER SETTINGS\u00a0column.\u00a0<\/li>\n<\/ol>\n\n\n\n

        Adding and Managing Sponsors<\/em> <\/h4>\n\n\n\n

        To establish a new corporate guarantor registry or modify existing profiles, use the top controls and table data pathways: <\/p>\n\n\n\n

          \n
        1. Add New Sponsor:\u00a0Click the green\u00a0Add +\u00a0button to launch the sponsor creation profile window.\u00a0<\/li>\n<\/ol>\n\n\n\n
            \n
          1. Sponsor Name:\u00a0Displays the local\u00a0language\u00a0primary name or legal title of the sponsor entity.\u00a0<\/li>\n<\/ol>\n\n\n\n
              \n
            1. Sponsor Name English Name:\u00a0Displays the translated formal western legal name of the entity.\u00a0<\/li>\n<\/ol>\n\n\n\n
                \n
              1. Sponser\u00a0Short:\u00a0Lists\u00a0the abbreviated name format or internal code designated for quick identification.\u00a0<\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Business Office Number:\u00a0Records the formal institutional license or labor office reference ID code.\u00a0<\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. Sponsor:\u00a0Contains\u00a0structural\u00a0validation\u00a0checkmark filters\u00a0indicating\u00a0the active authorization baseline.\u00a0<\/li>\n<\/ol>\n\n\n\n
                      \n
                    1. Add The Bank Account:\u00a0Click the inline\u00a0Add\u00a0The\u00a0Bank Account +\u00a0action path to configure or link official corporate banking coordinates directly to the selected sponsor record.\u00a0<\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. Modifying Data Records: Click the blue Pencil icon within any active row to alter configuration\u00a0details, or\u00a0click the red Trash can icon to permanently drop the sponsor profile from the database.\u00a0<\/li>\n<\/ol>\n\n\n\n

                        Detailed Row and Modal Operations <\/h3>\n\n\n\n

                        Administrators can use explicit action workflows directly within the data grid rows to link banking infrastructure or update registration entries through dedicated modal pop-ups. <\/p>\n\n\n\n

                        Linking a Bank Account to a Sponsor<\/em> <\/h4>\n\n\n\n

                        To connect official banking attributes directly to an entity record, utilize the dedicated action path: <\/p>\n\n\n\n

                          \n
                        1. Click the\u00a0Add\u00a0The\u00a0Bank Account +\u00a0text link\u00a0located\u00a0in the target row under the\u00a0Add\u00a0The\u00a0Bank Account\u00a0column.\u00a0<\/li>\n<\/ol>\n\n\n\n
                            \n
                          1. An\u00a0Add\u00a0modal form window will open dynamically over the dashboard.\u00a0<\/li>\n<\/ol>\n\n\n\n
                              \n
                            1. Configure the following required financial parameters:\u00a0<\/li>\n<\/ol>\n\n\n\n
                                \n
                              • Sponsor Name:\u00a0Select or verify the corresponding legal guarantor entity from the dropdown menu list.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                  \n
                                • Bank Name:\u00a0Choose the designated corporate financial institution from the dropdown menu list.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                    \n
                                  • Branch Bank:\u00a0Input the specific routing branch location or bank code.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                      \n
                                    • Account Number:\u00a0Type the complete formal account sequence number or IBAN.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                        \n
                                      • Customer Number:\u00a0Input the designated institutional client identification identifier.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                          \n
                                        1. Click the Save button to commit the financial connection settings to the\u00a0database, or\u00a0click the red X button to close the panel without saving.\u00a0<\/li>\n<\/ol>\n\n\n\n

                                          Editing Sponsor Parameters<\/em> <\/h4>\n\n\n\n

                                          To alter foundational identification records or regulatory reference data via the modal interface: <\/p>\n\n\n\n

                                            \n
                                          1. Click the blue\u00a0Pencil icon\u00a0in the row of the targeted record.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                              \n
                                            1. The\u00a0Edit\u00a0modal window will appear, pre-populating the existing parameters.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                                \n
                                              1. Modify the necessary information fields on demand:\u00a0<\/li>\n<\/ol>\n\n\n\n
                                                  \n
                                                • Sponsor Name:\u00a0Update the primary local language legal title.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                    \n
                                                  • Sponsor Name English Name:\u00a0Adjust the translated western legal name string.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                      \n
                                                    • Sponser\u00a0Short:\u00a0Change the abbreviated reference code or internal acronym tag.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                        \n
                                                      • Business Office Number:\u00a0Correct the formal business license number or labor office code.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                          \n
                                                        • Sponsor Checkbox: Check or uncheck the Sponsor checkbox rule to validate or suspend the active sponsorship authority status for the record.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                            \n
                                                          1. Click the edit button to save the changes.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                                              \n
                                                            1. Click the red\u00a0X\u00a0button at the top right of the popup window to close the form panel and cancel any uncommitted modifications.\u00a0<\/li>\n<\/ol>\n\n\n\n

                                                              Grid Operations and Managing Records<\/em> <\/h4>\n\n\n\n

                                                              Administrators can process and export live data using the primary grid tools at the top right of the records panel: <\/p>\n\n\n\n

                                                                \n
                                                              • Search and Filter Results: Use individual column keyword inputs or the global search bar to isolate matching entries dynamically.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                  \n
                                                                • Export to Excel: Click the green Excel icon to download your full sponsor catalog into an\u00a0.xlsx\u00a0spreadsheet.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                    \n
                                                                  • Export to PDF: Click the green PDF icon to output a printable document summary file of the grid entries.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                      \n
                                                                    • Show\/Hide Columns: Click the green Database\/Eye icon to\u00a0modify\u00a0grid layout preferences and toggle column visibility.\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                                      Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings. <\/p>","protected":false},"excerpt":{"rendered":"

                                                                      The Sponsors Settings section enables administrators to create, organize, and manage corporate sponsors or legal entities responsible for workforce visa compliance, sponsorships, and labor regulations. This module maintains foundational identity configurations, labor office reference keys, and corresponding bank routing associations across the platform.  This page serves as a centralized configuration hub to ensure the HR system operates efficiently and […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[26],"doc_tag":[],"class_list":["post-4306","docs","type-docs","status-publish","hentry","doc_category-other-settings"],"year_month":"2026-08","word_count":713,"total_views":"28","reactions":{"happy":"5","normal":"1","sad":"2"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Other Settings","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/other-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4306"}],"version-history":[{"count":5,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4306\/revisions"}],"predecessor-version":[{"id":5198,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4306\/revisions\/5198"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4306"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4306"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}