Loans functionality enables the employee to receive loans from the organization.
Steps on how this is done is explained on the righside Panel
Figure 7.2.1 New Loan
Figure 7.2.2 Deleting, Editing or Suspending a Loan
Applying
You can add a new Payroll by clicking on the new button on the toolbar.
On click a window appears as shown in Figure 7.2.1,Fill in the details and click on save Button to save payroll information.
Viewing loans granted
You can view loans issued details by double clicking on loans option under payroll.
Searching a loan issued
You can search an loan by typing the search criteria on the text field on top of the Employee Name Column or using the dropdown in the Loan type or Status. The search criteria can be combined to achieve more filtered results
Deleting, editing or suspending a loan
Double click on the loan you wish to delete/edit/suspend.
On Click on a pop up window appears as as shown in Figure 7.2.2 with a save, delete and suspend a button To Delete
Click on the delete button on the window .
When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
To Edit
Make the changes you wish to on the Loan details.
Click on the save button to save the changes made on the .
To Suspend a Loan
Click on the Suspend button to suspend the loan.
Printing payroll(s) list
Click on the print icon,a dropdown menu appears with two options.
Pdf
This option prints/generates a Pdf document
Xls
This option prints/generates an Excel/Spreadsheet document
