Advance Employee Loan Management (Enterprise Edition)
by BrowseInfo
| Technical name | bi_hr_loan_extended |
| License | OPL-1 |
| Website | https://www.browseinfo.in |
| Included Dependencies | Employee Loan Management in Odoo |
Employee Loan Management Advance-Enterprise Edition Odoo Apps
Advance HR Employee Loan Management Odoo apps is used to apply for loan request by employees and this module in odoo allow HR department to manage loan of employees.Employees can do the repayment of Loan by Payroll - Integrated with Payroll System Or by Cash/Bank.HR department can do configuration of loan proofs,loan type and loan policy. It also has a feature for the approval process for the loan request and loan amount will be disbursed accordingly . Employees can also see the generated installment for his/her loan. You can also see the loan dashboard to see different stages of the loan request and it is easy to get an overview of the complete loan process. This odoo apps also provide EMI Postpone feature also this apps completely integrated with accounting system so all installation, emi, loan disburse everything create proper accounting journal entry in system.
Features
Loan Request and Approval.
Employee can request for loan and HR department can approve the loan.
Loan Installments and Postpone Approval.
Employee can pay loan installments and request for installment postpone.
Setup Loan Proofs, Types and Policy.
HR manager can setup the loan proofs and configure loan types and loan policy.
Configure Postpone Request, Notification and Commencement Periods.
User can configure loan postpone request limit, notification and commencement time periods.
Repayment of Loan by Payroll(Intergrated with Payroll System).
If payslip of employee is confirmed then it will automatically change state of installment to paid.
Repayment of Loan by Cash/Bank.
Repayment of loan installment can be done by cash/bank.
Loan PDF Report.
User can print the loan PDF report.
Loan Email Notification.
User will notify by email for loan status.Access Rights Configuration
User with correct access rights can only perform cenrtain action for loan.
Loan Configurations
HR manager can set postpone emi request, User can not approve more than configured postpone emi request.
User will notify for installment before entered days.
Loan will start after commencement period.
Loan Proofs
HR Manager can create loan proofs that will be required to approve loan. These loan proofs will be selected on loan types and then it will be visible on loan request form.
Loan Types List
Loan Types Form
HR manager can create different types of loan for employees. HR manager can also configure that loan type repayment method will be from payroll or direct cash/bank cheque from employee at time of installment payment. HR manager can also configure that disburse method will be by payroll or cash/bank.
HR manager can add employee categories and employees which can request for this type of loan from company.Loan proof also configured here so that we can state that these proofs will be needed to process loan request for employee.
Option for Interest Mode : Flat Or Reducing.
Option for Repayment Method : Deduction From Payroll Or Direct Cash/Cheque.
Option for Disburse Method : Through Payroll Or Direct Cash/Cheque.
Loan Policies List
Loan Policies Form
Here You get 3 types of policies
1.Max Loan Amount : You can set maximum amount to apply for loan if this policy is applied to employee loan.
2.Gap Between Two Loans : You can set gap duration in months for time gap bettwen the loans of the employee.
3.Qualifying Period : You can set qualifying period in days if this policy is applied to loan then employee can apply for loan but loan can only get approved after the qualifying period.
Loan Dashbord
User can see loan dashbord, applied, approved, disbursed, and cancelled loan request will appear on dashord.
Loan Request
User can create loan request form Loans > Loans > Loan Requests menu or directly from dashbord as displed in image.
Reject Loan
Autorised user can reject loan by clicking "REJECT" button on loan form.
In rejcet loan wizard user have to enter reason for reject loan request.
Apply Loan
User have to add loan proof and select loan policy and click "APPLY" button.
On click of "APPLY" button user will get email notification for loan.
Loan Department Approval
User with "Department Manager (Loan)" access can approve loan by clicking "DEPARTMENT APPROVE" button.
On loan department approval user will notify with email.
Loan HR Approval
User with "HR Manager (Loan)" access can approve loan by clicking "APPROVE" button.
On loan HR approval user will notify with email.
Compute Loan
User with "Accountant (Loan)" access can compute the loan by clicking "COMPUTE" button.
User can see generated loan installments for loan.
User will also notify by email on compute loan.
Journal Entry
on compute loan by accountant journal entry will generated.
Loan Installments
Under Loans > Loans > Loan Installments menu user can see installments for loan.
Postpone Loan Installment
If user wants then he/she can postpone loan installments by clicking "REQUEST POSTPONE EMI" button and "CONFIRM POSTPONE" button on installment.
Postpone Installment Department Approval
Department manager can approve loan postpone emi request.
Postpone Installment HR Approval
HR manager can approve loan postpone emi request.
Pay Loan Installment
On postpone emi approval user can see loan installment and interst will added into next month installments.
User can pay loan installments by clicking "PAY" butoon.
Installment Payment Journal Entry
After pay loan installment journal entry will generated.
Loan to Disburse by Accountant
After paid all installments of loan accountant can disburse loan by clicking "DISBURSE" button.
Disbursed Accounting Entry
On disburse loan journal entry will generated.
Loan PDF Report
User can print loan report.
Loan & Loan Policy on Employee
For multiple loan user have to enable "Allow Multiple Loans".
User can also see all own loans and policy.
Salary Rules for Loan & Loan Interest
User can see salary rules for for loan and loan installment.
Salary Stucture
User can see salary stucture with loan salary rules for employee.
Loan Installment & Interst deduction on Payslip
User can see deducted loan installments and loan interest from employee payslip.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on [email protected] or raise a ticket on support.
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