When an employee creates loan and advance request. It goes to that employee who is defined as 1st node in loan and advance request flow. If other employees are also defined as nodes in loan and advance flow, after approval it will redirect to those employees according to priority defined in next column. Approving authority can identity about loan and advance request waiting for approval in two ways. In navbar, a new notification will appear on the loan and advance tab whenever a new request is created. Approving authority will also receive a notification in notification tab.
To know more about how to accept a loan and advance request. Follow these following steps.
- In navbar click loan and advances tab.
- Above step will open new tabs in dropdown. Click lends tab.
- Above step will open new tabs in dropdown. Click approvals tab.
- Requests will appear according to role in each tab. Click on tab according to your employee role.
- Above step will open request approval index page.
- Click approve/reject button to approve or reject request.
- A pop-up will appear to approve loan and advance request.
- Employees can create consent(Confirm from any employee) before approving request.
- Consent creation is already explained in How to create consentee request?.
- Employees can enter approved ammount.
- Employees can select payment method from drop down.
- Employees can add remarks.
- Click calender to add repayment date.
- After date selection system will show a generate repayment plan tab.
- Click on generate repayment plan tab to generate repayment plan.
- Above step will open a popup to generate request.
- Click add button to add more repayments plan rows.
- Click delete button to delete row.
- Click save button to generate plan.
- After repayment plan creation employees can accept/reject requests.
- Employees can check history and flow.
- Employees can cancel approval pop-up.
- Finally click approve/reject button to approve/reject request.
- After acceptance status will change from pending to completed and after rejection status will change to reject.