Documentation Manual
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Advance Salary

Use Case:

There are instances when an employee might need a loan. It can be a family emergency or a medical urgency, no matter what is kind of lending a loan is an option that many companies provide to their employees. 

If you want to see how many employees or which employees applied for loans you can see their applications with their status on this page.

Request for Loans:

1. Click on Requests>Loans

2. You land on the Loans Overview page

Screenshot (28)

Elements available on the overview page:

  • Request ID: A unique number assigned to individuals who raise a loan request
  • Employee: Name of the Employee who requested
  • Reason: The reason for requesting a loan
  • Loan Amount: The amount of loan requested by the employee
  • Monthly Installment: The monthly amount the person needs to pay to return his/her loan
  • Date of Request: When the loan request gets forwarded to the concerned authority
  • Document: Required documents that should be attached while requesting a loan
  • Request Status: Whether the loan request has been approved, canceled, or pending
  • Loan Status: The status showing whether the processing loan got approved, canceled, or pending

Manage: You can edit your request from this bar. Like in the image below you can see how an existing request appears to all.

Page Carousel: Helps to display the number of pages for the total number of requests it holds.

Search Console: To look for the request using the tracking ID, and name of the concerned person.

Entries: Check the total number of entries on one page. You can set the entry limit to 10, 25, 50, and 100 per page.