Loan Outstanding

Created on Aug 28, 2023 | By Kalpesh Patel
Last Updated on Apr 01, 2024
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Loan Outstanding

Introduction/Purpose: 

The Loan Outstanding Report in HRMS (Human Resource Management System) provides a concise overview of outstanding loan details for employees within an organization. The purpose of the Loan Outstanding Report is to facilitate effective monitoring and management of outstanding loans for employees. 

How To Navigate: 

The navigation to a Loan Outstanding in a HRMS typically involves the following steps:

  • Click on the main navigation icon: The main navigation icon located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.
  • Click on the Report section: The Loan Outstanding is located under the loan and advance section. By clicking on loan outstanding  will display an Employee name, Employee code, loan code, loan amount, Paid amount, Outstanding amount, Paid Installment and loan complete.

Listing: 

  • Filter : User can filter the data based on the following categories: 
    • Select Employee
    • Designation
    • Department
    • Role
    • Employee Type
    • Salary Structure
  • Note: “*” represents the mandatory fields to be entered by the user.
    • The user can perform the following actions in this section:
      • Submit :The user can use the filter option by using the submit button.
  • Refresh: The Refresh feature allows users to update or reload the content of a webpage, application, or data set to display the most current information.
  • Export: The Export feature enables users to extract data from a system and save it in a different format that can be utilized in other programmes. It provides options to convert data into forms like Excel, CSV (Comma-Separated Values), or PDF.
  • Send Mail: The Send Mail feature allows users to compose and send emails directly from an application or platform..
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