Introduction/Purpose: 

The Loan Instalments Report in HRMS (Human Resource Management System) provides a comprehensive overview of loan-related information for employees within an organization. 

The purpose of the Loan Instalments Report is to facilitate efficient tracking and monitoring of loan repayments for employees. It serves as a management tool to keep HR personnel and relevant stakeholders informed about the loan status and progress of each employee.

How To Navigate: 

The navigation to a Loan Instalment 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 Instalment is located under the loan and advance section. By clicking on the loan instalment  will display an employee name, loan code, loan type, Installment number, Installment date, Installment amount, Principal amount, Interest amount and status.

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.