You can personally take the first step on saving your financial using your Sprout HR. Along with our Financial Institution partners, (BDO, AXA, PagIBIG & Sunlife), you can invest your way up to a brighter future.
1. On your Dashboard page, click the Learn More in the Investments section.
2. The system would suggest an amount that you can save per month, based on the salary posted on your Employee Profile. If you agree with the suggested amount, click the arrow icon, otherwise override the amount in the space provided. Then click the arrow icon.
(Let's try inputting 5,000)
3. The system would then suggest how many years you could invest based on your age on your Employee Profile. If you agree with the suggested years, click the arrow icon, otherwise override the number of years by choosing on the drop-down. Then click the arrow icon.
(Let's do 10 years)
4. Next, the system would check how risk tolerant are you. Do you earn low interest but has a low risk of losing money? Or do you earn high interest but has a greater risk of losing money? You just need to plot your risk tolerance on the line provided.
(Let's try plotting it between the "Open to some risk" and "Earns high interest, but with greater risk of losing money")
5. The system would project your potential investments based on your answers. If you want to proceed with your investment, click "OK, Let's do this!", otherwise, override your previous answers on this page before proceeding with the investment.
(Let's change the length to 20 years and put the risk appetite on max)
6. The system would suggest the investments options that would fit for you based on your answers.
(Let's try selecting the BDO)
7. A pop-up message would appear. Asking if you want to proceed with the investment option of your choice. If you click Yes, your information would be forwarded to a Financial Advisor for processing.
8. And that's it! You just made your first step towards financial freedom. A Financial Advisor will get in touch with you within the next 24 hours. He will be your own personal guide for your investment and will be ready to answer any other questions you may have.
If you want to invest more, click "Continue Investing"
You can also check out our helpful articles below the page and share it with your family, co-workers and friends.
*NOTE: Please remember that if you decided to invest, the agreement will only be between you (the employee) and the Financial Institution (BDO, AXA, Sun life...). Your employer wouldn't be included in the agreement.
Now you know how to use the Investment section on Sprout HR. If you have questions and suggestion, please contact us at firstname.lastname@example.org.