| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) • Time Off (hr_holidays) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 3550 |
| Technical Name |
simplysolved_loans |
| License | LGPL-3 |
| Website | https://www.SimplySolved.ae |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) • Time Off (hr_holidays) • Calendar (calendar) |
| Community Apps Dependencies | Show |
| Lines of code | 3550 |
| Technical Name |
simplysolved_loans |
| License | LGPL-3 |
| Website | https://www.SimplySolved.ae |
Overview
Comprehensive employee loan management solution including multi-company support. Provides seamless integration between HR, Accounting & Payroll Apps. Manage different types of employee loan requests, identify and mark an employee as a 'Loan Defaulter'. Supports 'Allow Multiple Loans' or loan restrictions for specific employees & ability for employee to request skip loan installments. All approvals ensure loan amount deductions or skip requests are reflected in payroll. Reporting is supported with a comprehensive view of the employee loan dashboard.
Features
| LOAN REQUESTS | |
| Key Features | Functionality |
| Loan request | Create loan request |
| Approver receives loan request email notification | Loan request email notification is sent to the approver |
| Employee gets an email notification - once approved or rejected | Approver approves or rejects loan request and the decision/result for that loan request gets sent to the employee as an email notification |
| Mandatory field for loan rejection reason - 'Reason for Rejection' | Approver has to fill the mandatory field with the reason for loan rejection when rejecting an employee loan request , 'Reason for Rejection' - for e.g. Reason for Rejection: multiple loan requests made in the past month |
| Mark an employee as a 'Loan Defaulter' | HR admin/approver can select the corresponding checkbox to mark an employee as a 'Loan Defaulter' - for e.g. if previous loans were unpaid or not paid on time |
| Automatic loan rejection for an employee who is a 'Loan Defaulter' | Employee that has been marked as a 'Loan Defaulter' gets an automatic loan rejection email notification once the loan request is created - Reason for Rejection: Loan Defaulter |
| Email notification for the employee once the loan is paid | Employee receives an email notification once the loan payment is processed successfully |
| Limits for employee loan requests | HR admin/manager can set a limit for the number of loan requests that can be made by an employee per year |
| View employee loan request attached to the employee | HR admin/manager can view the loan request made by an employee when accessing that employee's details |
| SKIPPING INSTALLMENT | |
| Key Features | Functionality |
| Employee request for skipping installment | Employee can create a request for skipping installment, by selecting 'Skip Installment' for specific number of months required |
| Approval or rejection email notification | Approver can either approve or reject the request, email notification is then sent to an employee accordingly |
| Once approved, carried to another date (Moves the final installment month/date further) | If the request is approved, that skipped installment is carried to another date, which consequently moves the final installment month/date further |
| Skipped Installment account entry | Skipped Installment account entry is automatically created |
| SKIPPING INSTALLMENT | |
| Key Features | Functionality |
| Employee loan dashboard | View employee loan dashboard |
| Employee loan analysis report - detailed summary | Manager/HR admin can view employee loan analysis report - detailed summary |
| Import employee loan | Employee Loan can be imported using a csv or an excel file |
Screenshots
Loan Dashboard
Loan Request List
Loan Defaulter
Loan Approved
Payroll Processed
Skipping Loan Installment Request
Skipping Loan Installment Request List
Please log in to comment on this module