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GCC Salary Advance & Loan Manager

by
Odoo

$ 22.85

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 17.0 18.0 19.0

Key Features

Complete lifecycle for employee loans and salary advances — self-service portal, approval workflow, installment tracking, payroll deductions and EOS settlement

Self-Service Portal

Employees can submit loan and salary advance requests directly from the portal. Track application status, view repayment schedules and download loan statements — all without HR assistance.

Multi-Level Approval

Configurable approval chain — Manager → HR → Finance. Each approver can approve or reject with comments. Automated email notifications at every stage keep everyone informed.

Installment Scheduling

Auto-generate monthly installment schedules based on loan amount, interest rate (if any), and repayment period. Track paid vs. pending installments with a live progress view.

Payroll Deduction Integration

Approved loans automatically create salary attachment entries (hr.salary.attachment) for monthly deductions. No need to manually enter deductions — they appear directly in each payslip.

Management Reports

Three built-in reports: Outstanding Loans (active balances), Monthly Deductions (payroll impact), and Defaults Report (missed payments). Export to PDF or Excel for audit and finance review.

Email Notifications

Automated email templates for submission confirmation, approval/rejection alerts, installment reminders, and final settlement notices. Keep all stakeholders informed at every step.

Flexible Configuration

Set loan type categories (advance, loan), minimum/maximum amounts, interest rates, repayment tenure limits, and eligibility rules (minimum service months). Separate limits per contract type, grade, or department.

Full Audit Trail

Every action is logged in the chatter — submission, approvals, rejections, modifications, installment payments, and settlement. Complete traceability for internal and external audits.

Loan & Salary Advance Request employee submission form
Loan Request form showing employee, loan type, amount, repayment period, reason and supporting documents
Multi-Level Approval Manager, HR & Finance stages
Approval workflow showing Manager, HR and Finance approval stages with status, comments and timestamps
Installment Schedule monthly repayment tracking
Installment list view showing due date, amount, status (paid/pending), and running balance
Payslip Integration automatic monthly deductions
Payslip showing auto-generated salary attachment deduction for loan installment
Installment Payment Wizard record repayment
Installment Payment Wizard showing payment amount, date, notes and the installment being paid
Reports outstanding loans, deductions & defaults
Outstanding Loans Report showing employee, loan reference, balance, next installment date and status

User guide

Install the module, configure loan types and approval rules, let employees submit requests from the portal, and track repayments through installment schedules and payroll deductions — all the way to EOS settlement.

1. Install the module

  1. Open Apps, remove the Apps filter, and search GCC Salary Advance & Loan Manager.
  2. Click Install. The hr, hr_payroll, portal, and mail modules are installed automatically as dependencies.

2. Configure loan settings

  1. Go to Settings > Employees and find the Loan & Salary Advance section.
  2. Enable loan features, set minimum & maximum loan amounts, maximum repayment period (months), and interest rate if applicable.
  3. Configure approval stages — choose which roles (Manager, HR Officer, Finance Officer) must approve each loan type.

3. Submit a loan request (Employee)

  1. Employees go to the Self-Service Portal and click Loan & Salary Advance.
  2. Choose Loan Type (Salary Advance or General Loan), enter the amount, repayment months, and a reason.
  3. Attach any supporting documents and click Submit. The request enters the approval pipeline automatically.

4. Approve a loan request

  1. Approvers receive an email notification and can also see pending requests under Payroll > Loan & Salary Advance > Loan Requests.
  2. Each approver (Manager → HR → Finance) can Approve, Reject, or add comments before passing to the next stage.
  3. Once all stages are approved, the loan status changes to Active and installment schedule is auto-generated.

5. Track installment repayments

  1. Go to Payroll > Loan & Salary Advance > Installments.
  2. View the generated schedule — each installment shows due date, amount, and status (Pending / Deducted).
  3. Deductions happen automatically through payroll — each month's installment appears as a salary attachment in the employee's payslip.

6. Record installment payment

  1. Go to Payroll > Loan & Salary Advance > Installments and open a pending installment.
  2. Click Record Payment. The payment wizard opens — enter the payment amount, payment date, and optional notes.
  3. Click Confirm Payment. The installment status updates to Paid (or Partially Paid) and the loan balance is automatically recalculated.

7. Generate reports

  1. Go to Payroll > Loan & Salary Advance > Reports.
  2. Choose from three reports: Outstanding Loans (active balances), Monthly Deductions (payroll impact), or Defaults Report (overdue installments).
  3. Filter by date range, department, or employee. Export to PDF or Excel for audit and management review.

Frequently Asked Questions

1. What types of loans does this module support?
The module supports two main categories: Salary Advance (short-term, typically a portion of the next salary before payday) and General Loans (longer-term, repaid over multiple months with or without interest). Both types go through the same approval workflow and repayment tracking.
2. How does the approval workflow work?
By default, loans go through a three-level approval chain: the employee's direct manager, an HR officer, and a finance officer. Each approver must sign off before the loan becomes active. The chain is fully configurable — you can skip levels or add more stages in the settings.
3. Are loan deductions automatic in payroll?
Yes. Once a loan is approved and activated, the system automatically creates an hr.salary.attachment record for each monthly installment. These appear directly in the employee's payslip as a deduction — no manual entry required by the payroll team.
4. What happens to outstanding loans when an employee resigns?
When an employee begins the resignation process, the system flags their active loans and calculates the total outstanding balance. HR can use the EOS Deduction Wizard to process a one-time settlement deduction from the employee's final payout, automatically closing all open loans.
5. Can employees track their loan status from the portal?
Yes. Employees can log into the self-service portal to view all their loan applications — submitted, pending approval, active, or closed. They can also see the repayment schedule, track paid vs. pending installments, and view their remaining balance at any time.
6. Can I set different loan limits for different employee groups?
Yes. Through Settings > Employees > Loan & Salary Advance, you can configure different maximum amounts, repayment periods, and eligibility criteria per contract type, job grade, or department. This ensures loan policies align with your company's compensation structure.
7. Is it compatible with Odoo 19?
Yes. This module is built for Odoo 19.0 and works on both Community and Enterprise editions. It depends on the standard hr, hr_payroll, portal, and mail modules — no third-party or external integration is required.
Module Support & SLA
For support related to this module, contact apps@odooerp.ae
Standard response time (SLA) for support queries is typically 1 to 2 working days.
+971 54 289 8664 Email Us
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Support and contact information
Availability
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On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
• Payroll (hr_payroll)
Lines of code 1762
Technical Name oe_gcc_salary_advance_loan
LicenseOPL-1
Websitehttps://odooerp.ae/ 
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