How to "Download" Loans Template Upload in Payroll Run and fill out?

For the instructions on downloading the Loans template Upload in the Payroll run, please refer to the following procedures.

1. Click Payroll and select Payroll Run

   

2. Once the specific Payroll Run is selected, click the ellipsis icon(3 vertical dots) and select Edit

   

3. Navigate to the Loans module and choose a specific option from the dropdown menu within the Transaction section.

   

4. Select Add under the Transaction Type menu, then pick Upload from the Loans Type choices. Afterwards, click on the Download icon.

   

5. Upon selecting the Download icon, a Loan Template will be created for your use.

   

6. After downloading, fill in the details and upload the completed form using the Upload icon. Please refer to this link for the procedures.

   • How to fill out Loans Template?

Go back to:

How to Add Loans in the Payroll Run Loans Module?

How to use Loans in Payroll Run?