Odoo Implementation
HR Loan | HR Loan Management System | Loan Management
by Technoverse Systems http://www.technoversesystems.com
Odoo
$ 21.85
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 1631 |
| Technical Name |
ur_hr_loan |
| License | LGPL-3 |
| Website | http://www.technoversesystems.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 1631 |
| Technical Name |
ur_hr_loan |
| License | LGPL-3 |
| Website | http://www.technoversesystems.com |
| Versions | 17.0 18.0 19.0 |
HR Loan Management System
HR Loan streamlines endâtoâend employee loan management in Odoo. Set company policies (followers, loan limits), configure loan types with accounts, journals and limits, run a controlled approval flow (with optional double approval) , auto-compute installment schedules, and settle/close loans. Accounting and payroll integrations ensure repayments are posted correctly, while reports and analytics give clear visibility across employees and loan types.
Key Features
- Flexible Loan Configuration: Define loan types with custom Accounts, Journals, and Amount limits (fixed or % of salary), tailored per company.
- Smart Approval Workflow: Manage loans through a structured processâDraft, Confirm, Approve, and Closeâwith optional double approval for tighter control.
- Automated Installments: Instantly compute repayment schedules by daily, monthly, or yearly frequency with manual or automatic payment options.
- Accounting Integration: Seamless posting to selected partner accounts (Receivable, Payable, or Custom) with Default Loan Journals and Loan Asset Accounts.
- Close Loan Wizard: Instantly review balances, remaining installments, and apply closures with a single click, linking recoveries directly via invoices.
- Insightful Reporting & Dashboards: Access real-time dashboards (My Loan, To Approve, etc.) and generate PDF loan reports or graphical analysis by employee, company, or type.
- Optional Integrations: Extend functionality with Payroll (auto deductions) and Accounting (ledger postings), ensuring complete multi-company compatibility.
Employees > Settings â 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.
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 Currencyâwith 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 â 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.
Our Services
Odoo Customization
Support & Maintenance
Migration Services
Third Party App Integration
Artificial Intelligence & Business Integration
Odoo Training
Mobile Apps
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