Navigation: Loans And Advances -> ESS Loans
Packages: Enterprise/Plus Modules
| Prerequisites |
| Loan Type Master |
Employees can request for loan from portal (ESS), if company has option to provide loans to their employees. Employee can navigate to above path, by default it will land on to following page.
By clicking on
button , following popup will be displayed on the same screen where you can enter information and apply for loan.
Below are the Apply Loan form fields
Field Name | Description | Optional/Required | Allowed Data Format |
Select Loan Type | This will be default list populated based on configured loan type master. Select the loan type based on your requirement from the drop down list | Required | Drop-down |
Required Amount | Specify the Loan amount | Required | Decimals |
| Currency | Select the currency in which you want your loan to be disbursed | Required | Drop-down |
| Purpose | Here you can enter your reasons/purpose why you do need such loan and | Required | Alpha-Numeric |
| Document Upload option is enabled if company configure require documents option when they create loan type master. Once you upload the documents please check the checkbox provided against each document in order to consider in the form submission. | |||
| Document Name | This will be populated by default based on Loan Type master screen and user cannot modify or update anything | Not Applicable | Default Text |
| Upload Document | Click on  will be allowed to browse documents from your desktop/laptop. * marked documents mandatory to upload. | Optional/Required depends on * | PDF, JPG |
Once all the require information is entered, click on 
button to proceed further. If there is approval process enabled for loan application form, loan request will follow the approval process configured in "Enspire HR" system.