Loans per Loan Type/Employee Loans

[Employee Deductions Registration], [Deductions Follow-up Processes], [Other Employee Data Registration]

Usage

Use this tab to review loans registered for a selected loan type.

The header part of the tab allows you to switch the view of registered loans. All registered loan entries or loans with the required status which are valid on a given day can be displayed according to the selected option.

The detail part of the tab presents the employee number and name, loan sequence number and description, loan registration and payment start dates, loan amount and current balance (both general and on a selected date), endorsee's employee number, endorsee's current balance, the endorsed loan type and ID, loan entry status, two text-based reference fields, transfer name and related institution information.

If necessary, right-click for the following options:

• Loan Details... in order to open the Employee Loan window,
• Loan Parameters... in order to open the Employee Loan Parameters window,
• Generate Installment Plan in order to run the Generate Installment Plan assistant,
• Delete Installment Plan in order to remove existing installment plan,
• Activate in order to activate selected loan,
• Suspend in order to change the state of the selected loan to Suspended,
• Restart in order to restart re-paying of the suspended loan,
• Cease in order to cease active loan repayment loan,
• Close to close active loan processing,
• Move to Endorsee in order to run the Loan Endorsement assistant.

Activity Diagrams

Employee Loan Registration and Payment
Loan Installments Registration / Regeneration
Employee Loan Deduction and Modification

Activities

Register Loan
Define Loan Payment
Generate Installment Plan
Activate Loan
Define Additional Loan Parameters
Register Cash Re-payment
Register Endorsees
Move To Endorsee
Suspend Loan
Re-activate Loan
Cease Loan