Add Loans
Add Loans - Manual Entry
To Add a Loan via Manual Entry:
1. From the Top Navigation Bar, head to Employees > Loans.
2. Click on the Add Loans button.
3. Choose the Manual Entry option.
4. Enter the necessary initial information:
- Employee name or Employee ID
- Loan Type
5. In the Loan Details section, enter the relevant information.
6. Click the Generate Payment Schedule Details button. This allows you to view the payment schedule for the loan.
7. Click on Submit.
8. The loan record is saved and is displayed in the Loans list.
Add Loans - Batch Upload
To Add a Loan via Batch Upload:
1. From the Top Navigation Bar, click Employees > Loans.
2. Click on the Add Loans button.
3, Choose the Batch Upload option.
4. Click Download Template.
5. From the pop-up window, choose from the following options:
- User-defined Loans
- Government Loans
- The CSV file template will automatically be downloaded on your computer.
6. Open the file and accomplish the template. You may click on the upload guide link found above the Download Template button.
7. After accomplishing the template with the loan details, under Step 2, click on the Choose File button.
8. Attach the updated template and click Upload to proceed to data validation.
- Once validated, a message is displayed that the Loan is successfully saved.
- The newly uploaded loan record is displayed in the Loans list.
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