Loans - Employees company loans and government deductions can be set up to close, open, and pause status.
To search the employee's loans:
Company - Drop down and tick check the company , you may opt to choose "Select All"
Branch - Drop down and tick check the branch , you may opt to choose "Select All"
Employee - Drop down and tick check to choose the specific employee
Loan-type- Drop down and tick the check the loan you want to search, you may opt to "Select All"
Date From - optional, choose the recurring start
Date To - optional, choose the recurring end
Status - Select Open for loans still using in payroll , Pause for Loans still on Hold and Close for Loans that are not actively using in payroll.
Click the "Search" button
Managing the Loans-
If there are Loans of employees to set up as Closed,
Search the employee with Loans to close
Click the three dots at the left then click Edit
Then in the status choose Close
Then select the close date. Important! Please take note that in order to not to include the closed Loans in the payroll cut-off you are currently running, choose the date before the cut-off start.
Then click the Save button
If there are Loans of employees to set-up as Hold.
Search the employee with Loans to close
Click the three dots at the left then click Edit
Then in the status choose Pause
Then select the payroll period Date from and Date To where the Loans will not be included.
Then click the Save button
Reload button - reloading the page
Create button - manually create the Loans without manually encoding or uploading it in payroll run.
Employee Name - Drop down and choose the employee
Employee Code - Employee number set up to employee in HRIS, automatically sets after choosing the employee
Loans - Dropdown and choose the preferred Loans to create in the employee
Recurring Start - Start date to set or include the Loans
Recurring End - End Date to set or include Loans
Amount - Amount to be set in Loans
Payroll type - Payroll run where to include the Loans
Frequency - when the Loans to include
Status - Choose "Open" to include it to payroll