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Income Form

SUMMARY: 

The Income Supplemental Form in empowOR is used to record and track participant income for program eligibility. Since income is a key qualifier, it must be updated whenever changes occur. Each income snapshot captures the entire household’s income at a specific point in time.

Income Snapshot Includes:

  • Income for a specific date
  • All household members (whether earning income or not)
  • Each member’s income and individual income sources
  • Total household income summary
  • Household poverty percentage

Key Functions & Icons:

  • Create New – Add a new income snapshot for a household or new income source for an individual
  • Copy Snapshot – Duplicate an existing snapshot to update changes
  • Delete – Remove an income source or an entire snapshot (permanent)
  • Print (Quick Report) – Print or export the income set

Creating a New Income Snapshot:

  1. Click ADD NEW to create a new income snapshot.
  2. Enter Snapshot Date (when income was recorded).
  3. Select Snapshot Code (if applicable).
  4. Check "Household Has No Income" if applicable.
  5. Save & Continue.

Entering Household Income:

  1. Click ADD NEW to enter an income source for each family member.
  2. Select Income Source from the dropdown.
  3. Enter Amount and select Pay Period.
  4. Save and repeat for all household members.
  5. Household totals automatically update.

Managing Income Snapshots:

  • Older income sets are retained and can be viewed by selecting Show Income History.
  • Do not edit old income sets—always create a new one when:
    • Household composition changes (new/moved-out members)
    • Income changes
  • To update an income set:
    • Copy an old snapshot
    • Edit or remove outdated income sources
    • Save the updated snapshot

Using Snapshots for Program Enrollment:

When enrolling participants, select the correct income snapshot based on the date it was created.

Income Quick Report:

  • Click Quick Report to print or export income data (PDF, CSV, or Excel).

Admin Customization:

  • Income sources can be managed in the Admin Menu → Managed Items → Income Sources.
  • Pay Period field is system-defined and cannot be customized.