How to join-in to a tenancy

A ‘Join-in’ is a process. It is where we have an existing tenancy, and we wish to move in 1 or more additional Signatories by making an application to MSD. This guidance will show you how to complete a join-in in Zavanti.

1.  Go to Tenancies under Housing to view all active tenancies
2. Select the tenancy you would like to add a new signatory household member to.
3. Navigate to the Household tab.
   
   
   
4. Click the tenancy title, under the heading HOUSEHOLD in the first table.
5. In the top table, select the tick box Amend.
   
   
   
6. In the table Amendment/Succession fill in the following:
   • Date of Amendment (this should autogenerate to today’s date)
   • Effective Date of Amendment
   • Amendment Reason
   • Is it a Join-in request? (note: this appears after the above fields are filled in). For adding a signatory, select ‘yes’
7. A pop-up box will appear, select OK
   
   
   
8. In the table, MSD HOUSEHOLD ASSESSMENT, select + New MSD Household Assessment.
   
   
   
9. Fill in the following:
   • Internal approval (from dropdown)
     • Note: The following options will only appear once you toggle = yes.
   • Internal Approval Date
   • Date referred to MSD
   • Date MSD assessment
   • Additional Member (use the magnifying glass to select the new client)
10. Save.
11. A new option will appear called MSD assessment. Use the drop down to state whether the request has been approved or rejected.
    
    
    
12. A pop-up will appear if approved - 'Confirm Amendment HH'. To continue processing the join-in, select OK.
    
    
    
13. The system will begin processing. PLEASE WAIT for the red banner on top to disappear before continuing.
    
    
    
14. You will be automatically returned to the previous Household screen; a banner will appear notifying you to update member information.
    
    
    
15. New Joint tenant will be visible in the second table, Household Members
16. Double-click on the new household member, fill in the missing information: (Click on the grey row, not the blue hyperlink text)
    • First Name
    • Last Name
    • Date of Birth
    • Gender
    • Relationship (to current signatory)
    • Signatory Flag (change to Yes)
    • Rent Share (add rent amount HH member is responsible for)
      Note: some of the personal information will pull through automatically from when the contact was first created. Fill in any missing gaps that might appear.
17. Save and Close.

Bond Charged to Joining-In tenant (Business Support Only)

1.  Navigate to the BOND tab
   
   
   Note: if you cannot see the BOND tab, select the three dots to view the hidden options
2. In the All Bond Transactions table, select + New Bond Transaction
   
   
   
3. Fill in the following:
   • Transaction Type (select Bond Charged To Tenant)
   • Date
   • Amount
   • Comments (in the comment, state that this charge is for the joining tenant)
     
     
     
4. Save & Close