For the complete documentation index, see llms.txt. This page is also available as Markdown.

🩸Loan Request

How to view and Apply for a Loan Request from Pocket HRMS 2.0 Mobile App?

Path: Login to Pocket HRMS 2.0 Mobile app > click on 3 horizontal lines (Hamburger menu) > Profile > My Loan Details > Loan Request > You can view and search various loan entries which include monthly EMIs, paid amount etc. > click on plus sign > Fill in details (such as Loan type, date, loan amount needed, Total tenure of instalment and it will automatically count your amount per month, remarks, attachment) > save> you can also view loan requests pending for approval by clicking on pending approval.

Step 1: Log in to the Pocket HRMS 2.0 Mobile app and tap on the **three horizontal lines (Hamburger menu)**at the top left.

Step 2: Select the Profile option from the menu list. Look for and tap on My Loan Details.

Step 3: Select Loan Request. Here, you can search and view your current loan entries, including monthly EMIs and paid amounts.

Step 4: Tap the plus (+) sign to start a new application.

Step 5: Enter the required details:

  • Loan Type: Select the category of loan.

  • **Date:**Enter the Present date

  • Amount: The total loan amount needed.

  • Tenure: Enter the total number of instalments; the app will automatically calculate your monthly EMI amount.

  • Remarks: Add any additional notes for the HR/Finance team.

  • Attachment(If any): example proof for requirement of loan in case of medical emergency or other.

Step 6: Tap Save to submit your request.

How to Track Your Loan Request:

If you want to check the status of a submitted application, stay within the Loan Request section and click on the Pending Approval tab. This will show you all requests currently awaiting review by management.

For any queries, contact support@pockethrms.com

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