Loan

Adding “New Loan” in HR Menu

Click on the “HR Menu“, then “Payroll“, then click on “Loan“. Loan page will be displayed.

Click on “Add Vehicle” tab in vehicle entry page.

  1. Click on “Department” drop down then department list will be shown.
  2. Select your desired department.
  3. Click on “Designation” drop down then designation list will be shown.
  4. Select your desired designation. Click on “Employee Name” drop down then employee name list will be shown.
  5. Select your desired name. Enter loan amount in “Loan Amount” field input box.
  6. Enter no. of installment in “No. Of Installment” field input box.
  7. Enter total payment in “Total Payment” field input box.
  8. Enter account name in “Account Name” field input box.
  9. Enter loan details in “Loan Details” field input box.
  10. Enter cheque date in “Cheque Date” field input box.
  11. Enter loan date in “Loan Date” field input box.
  12. Enter payment type in “Payment Type” field input box.
  13. Enter cheque # in “Cheque #” field input box.
  14. Enter account code in “Account Code” field input box.
  15. Enter transaction # in “Transaction #” field input box.
  16. Enter bank name in “Bank Name” field input box.
  17. Enter installment amount in “Installment Amount” field input box.

Then click on “Save” button and your information will be saved. Confirmation message will be displayed on top of the page.


List of All Loan

Click on the “HR Menu“, then “Payroll“, then click on “Loan“. Loan page will be displayed.

If you need to view list of all loans then you may click on “All Loan ” tab and list of all loans will be shown in the table.

 


View Loan Details

Click on the “HR Menu“, then “Payroll“, then click on “Loan“. Loan page will be displayed.

If  you need to view all data regarding specific loan then you may click on “Eye Icon” under the option heading in the table.

The details of specific loan will be shown in the pop-up.


Update/Edit ” Loan” in HR Menu

Click on the “HR Menu“, then “Payroll“, then click on “Loan“. Loan page will be displayed.

If  you need to perform any update in loan information then  click on “Edit icon” which is under  the  option heading next  to eye icon.

The detail of specific loan will be shown in the pop-up.

Make your desired changes in “Update Data” pop-up. After making all the changes click on “Update” button and your information will be saved. confirmation message will be displayed on top of the page.


Delete ” Loan” in HR Menu

Click on the “HR Menu“, then “Payroll“, then click on “Loan“. Loan page will be displayed.

If you want to delete any record “Delete icon” under the option heading in the table.

When you will click on “Delete icon” then confirmation pop-up will appear. If you need to delete record then you may click on “Delete” button and record will be deleted.

After deletion of record a confirmation message will be displayed on top of the page.

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