🔸Loan

1. How to make changes/update the already added loan/advance in employee profile or edit in loan deviation?

Step 1: Go to the cloud portal, under the 'Employee' menu click on the 'Employee List' submenu.

Step 2: Select the employee whose loan entry you want to update by clicking on their name and the system will take you to their profile.

Step 3: Under the 'Payroll' tab click on the ‘Loan’ subtab. Click the respective ‘3 Dots’ for the loan entry you want to edit and select the ‘Loan Deviation’ option.

Step 4: Here you can edit the instalment amount for the months in the respective month and click on the ‘Insert New Installment’ button to add new instalment month to ensure that the instalments are tallied and then click on the ‘Save’ button.

For example,

• if the instalment amount for each month is 1250 and you want to remove instalment for the March.

• Then make the value for ‘0’ (zero) for the month of March.

• The click on the ‘Insert New Installment’ button and enter either 1250 as single new instalment for April. or

• You can add multiple new instalments such as 1000 for April and 250 for May so the instalment amount of 1250 will be tallied (Covered).

Note: To make changes in the instalment ensure that the payroll is not processed for the respective month.

Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Loan>find the loan entry click on ‘3 Dots’>Loan Deviation>edit instalment amount>Insert New Installment>enter amount (ensure to cover the instalment amount)>Save

For any queries, contact [e-mail]

2. How to Check if an Employee's Advance or Loan is showing as due During Separation?

Path: Cloud login> Employee > Employee list > Select Employee > Payroll > Loan>3 dots> take appropriate action

Step 1: Login to cloud portal, select ‘Employee’ from the main the main menu and click on ‘Employee List’ from the sub-menu.

Step 2: Select the ‘Employee’ for whom you want to check the advance/loan due, it will take you to the respective employee profile.

Step 3: Click ‘Payroll’ tab on the top and select ‘Loan’ sub-tab.

Step 4: Click on the ‘3 dots’ on the right corner of loan details for which action is required and select appropriate option to either ‘Delete loan’, ‘Loan Deactivation’, or ‘fore Close’.

Note: The loan/advance cannot be deleted for the month in which payroll is already processed.

For any queries, contact [e-mail]