How can I Create, Edit and Delete Loan Types?

How can I Create, Edit and Delete Loan Types?

Admins can create Loan Types, customized via the name and description. Employees can then make Loan requests. Click here for more information on Employee Loan Requests.

To create Loan Types, go to Company Setup>Payroll>Loan Types.

Adding a Loan Type

To create a new Loan Type, click Add Loan Type.

The Add Loan Type box will pop up.  Fill out the required details.

Click Add. Otherwise, click Cancel. You will be led back to the Loan Types page. The Loan Type you have added is now listed.  You can now assign the Loan Types you created to your Employees. Click here for more information.

Editing the LoanType

If you would like to edit the Loan Type you created, click the item you want to edit. The Edit Loan Type box will pop up. Make the necessary changes. After making the changes, click Save. Click Cancel if you would like to revert to your original data entries.

Deleting the Loan Type

The Admin can delete the Loan Type after it was created. Loan Types can be deleted one at a time or simultaneously. To delete one at a time, tick the box of the Loan Type you would like to delete and click the Trash button next to the Add Loan Type button.

A warning prompt will appear.

Click Yes. Otherwise, click No.

You will be led back to the Loan Types page and the deleted Loan Type will no longer be visible.

If you want to delete all Loan Types simultaneously, click the tick box at the first column and a Trash button will appear next to the Add Loan Type button.  All of the boxes will be ticked.  You can untick the boxes for the Loan Types you do not want to delete.  Click the Trash button.

You are now ready to create a new Loan type.

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