Employees > Settings HR Loan set Default Follower Officers and Managers (auto-follow on new loan requests), define a company-wide Loan Limit (fixed amount or percentage of basic salary), and optionally enable Loan Payroll and Loan Account integrations. Save to apply.

List view of Quality Worksheet Templates showing the ‘Design Template’ button. Clicking this opens Odoo Studio for drag-and-drop form customization.

Configure Loan Type

Enter Employee/Contract, Loan Type, Request Date, Request Amount, Installments, and Reason.

Click Proceed to send for approval

Approved Details summarizes the loan terms: Amount Approved, Installment Start Date, compute mode (Auto), Number of Installments, Period (Daily/Monthly/Yearly) with Increment Step , Payment Type (Manual/Immediate), Company, and Currency with Re-Compute Installment to rebuild the plan after changes. The Payment Scheduler then lists each installment (sequence, date, amount already paid, current due, next period amount, status, currency) and shows summary counters for paid/ignored/unpaid plus totals (Total, Paid, Ignored, Balance).

Generate loan insights from Loan > Report. Use the Loan Report wizard to pick one or more Employees, filter by Loan Type and Company, optionally show Only Unpaid, and choose Print Landscape. Click Generate to get a PDF per employee listing S.No, Loan Reference, Loan Type, Status, Total Amount, Paid Amount, and Balance Amount with a grand total. Loan Analysis is also available for aggregated views.

Loan Analysis interactive chart of loans grouped by Employee and Loan Type. Use Measures to switch metrics (e.g., # of Loans), change graph type (bar/line/pie), and hover to see exact values.