Employee Loan Management in Odoo

by
Odoo

44.03

v 11.0 v 12.0 Third Party 15
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Required Apps Employee Directory (hr)
Invoicing Management (account_invoicing)
Leave Management (hr_holidays)
Lines of code 1070
Technical Name bi_hr_employee_loan
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 14.0 v 12.0 v 15.0
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Required Apps Employee Directory (hr)
Invoicing Management (account_invoicing)
Leave Management (hr_holidays)
Lines of code 1070
Technical Name bi_hr_employee_loan
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 14.0 v 12.0 v 15.0

Human Resource- HR Employee Loan Management Odoo Apps

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 easily by cash/Bank transaction .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.

Features

Loan Installments : EMI Entry and Booking Interest Entry

On the loan installments form you can pay the EMI and book the interest.

Setup loan proofs and Configuration loan types and loan policy

HR department can setup the loan proofs and Configuration loan types and loan policy.

Loan Report

You can print the loan report.

Repayment of Loan by Cash/Bank

Repayment of loan installment can be done by cash/bank.

Access Rights Configurations

Authorised user only can perform certain action.

Loan Request and Approval

Employee can request for loan and HR department can approve the loan.

Loan Configuration


Loan Proofs

With this loan proof menu 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 Request



Reject Loan Request


Department Loan Approval


HR Loan Approval



Compute Loan


Loan Installments


Loans > Loan Installments : All installments of loan will be listed here.

Loan Installment Accounting Entry


If you are using loan installment view to get installment payment from employee then you can use pay button on installment which will generate this journal entry.

Loan Interest Accounting Entry


Use Book interest button on loan installment view to get this journal entry of interest.

Configuration on Employee


Loan to Disburse by Accountant



Disbursed Accounting Entry


Loan PDF Report




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