Employee Loan Management | HR Loan Process Employee
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 71.89
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Payroll (hr_payroll) • Discuss (mail) • Notes (note) • Employee Contracts (hr_contract) • Employees (hr) |
| Lines of code | 15156 |
| Technical Name |
dev_hr_loan |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Payroll (hr_payroll) • Discuss (mail) • Notes (note) • Employee Contracts (hr_contract) • Employees (hr) |
| Lines of code | 15156 |
| Technical Name |
dev_hr_loan |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Employee Loan Management
The Odoo Employee Loan Management app is a comprehensive solution designed to streamline the
entire process of managing employee loans within your organization. This powerful tool
integrates seamlessly with Odoo's HR and Payroll modules, offering a user-friendly interface for
both employees and HR managers.
With this app, you can configure multiple loan types to suit your organization's needs, set
restrictions on employee loan requests, and manage multiple loans for a single employee. The
app's core strength lies in its direct connection between loans and payslips, ensuring accurate
and timely deductions from employee salaries.
One of the standout features is the advanced dashboard, which provides a visual representation
of crucial loan data. Users can easily filter information and view charts displaying loan
amounts by employee, loan type distributions, and comparisons between paid and unpaid
installments. This intuitive dashboard helps managers make informed decisions and track loan
statuses efficiently.
The app follows a structured workflow for loan requests: Draft > Submit Request > Department
Approval > HR Approval > Done. This multi-step approval process ensures proper vetting of loan
requests, with notifications sent to department managers and HR managers at each stage. Once
approved, employees are notified when installments are paid, keeping them informed of their loan
status.
To enhance financial control, the app allows you to set annual limits on employee loan requests.
HR managers can easily view an employee's loan history directly from their employee screen,
providing a comprehensive overview of their financial commitments.
For added convenience, the app supports bulk loan imports using CSV or Excel files, saving time
for HR departments managing numerous loan requests. It also features a skip installment
function, allowing for flexibility in repayment schedules when needed, complete with appropriate
accounting entries.
The Employee Loan Management app goes beyond basic functionality by offering detailed analysis
reports and the ability to generate loan outstanding letters. These features provide valuable
insights into the organization's loan landscape and offer formal documentation for employees
when required.
In summary, this Odoo app offers a holistic approach to HR loan management, covering everything
from loan approval workflows to payroll integration. Its user-friendly interface, coupled with
powerful features like customizable loan types, multi-level approvals, and comprehensive
reporting, makes it an invaluable tool for organizations looking to efficiently manage their
employee loan programs while maintaining financial transparency and control.
Features
- Multi-Loan Type Configuration: Customize various loan types to suit your organization's specific needs and policies.
- Advanced Dashboard: Visual representation of loan data with filterable charts for loan amounts, types, and installment status.
- Structured Approval Workflow: Multi-step process (Draft > Submit > Department Approval > HR Approval > Done) for thorough vetting.
- Automated Notifications: Keep department managers, HR managers, and employees informed throughout the loan process.
- Loan Request Limits: Set annual caps on employee loan requests to maintain financial control.
- Comprehensive Employee Loan History: Easy access to an employee's complete loan history from their profile.
- Bulk Loan Import: Time-saving feature allowing import of multiple loan requests via CSV or Excel files.
- Skip Installment Functionality: Flexibility in repayment schedules with proper accounting entries.
- Detailed Analysis Reports: Generate insights into the organization's overall loan landscape.
- Loan Outstanding Letters: Produce formal documentation of loan status for employees when needed.
- Multiple Loans Per Employee: Manage several concurrent loans for a single employee efficiently.
- User-Friendly Interface: Intuitive design for both employees and HR managers.
- Integration with Odoo HR: Seamless connection with existing HR modules for streamlined operations.
- Customizable Loan Parameters: Set specific interest rates, installment terms, and interest types for each loan.
Advance Dashboard
User Access Rights
Create Employee Loan Type By Officer / Hr Manager
Create Employee Loan
Compute Loan Installment
Notify Department Manager when Employee Send Request
Approve Employee Loan Request By Department Manager
Notify to HR Manager for Employee Loan Request
Reject Employee Loan Request By Department Manager
Notify to Employee for Reject Loan Request
Confirm Employee Loan Request By Hr Manager
Notify to Employee Confirm Loan Request By Hr Manager
Reject Employee Loan Request By Hr Manager
Notify to Employee Reject Loan Request By Hr Manager
Paid Loan By HR Manager
View Account Entries
Account Entries of Employee Loan
Print Outstanding Letter
Outstanding Letter
Loan Installment Deduct in Payslip
Paid All installment
Close Employee Loan
Notify to Employee for Closed Loan
Import Employee Loan XLS File Formate
Import Employee Loan Using CSV / XLS file
Import Employee Loan Logs
Imported Employee Loan
View Employee Loans From Employee Screen
Print Loan Report
Loan Report
Version 1.2 | Released on : 19th July 2024
Version 1.1 | Released on : 11th July 2024
Version 1.0 | Released on : 05th July 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
You May Also Like
Most Demandend Apps
Devintelle Odoo Services
Connect Us
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module