HR system provide the ability to submit for loan request that passes in multiple approvals (according to setup) before being inserted in the payroll as Employee Loan record.
Workflow Setup
Before starting with the workflow process, setup should be applied. To configure the Loan workflow, user should go to Organization>> Company>> Workflow Setup and then create a new record of type “Loan” and apply the approvers.
The “Level” Column can mention the approvers’ level (parallel, series).
User can choose the activity type of a specific approver, where there are three types of activities.
- The normal activity where the approver can approve, reject and put a comment.
- Reviewer activity where the approver only can comment, then after submit the workflow will proceed normally.
- Skip activity, where the approver can only view the process of the workflow request, he is not able to take decision nor comment and the workflow will move directly to the next level and proceed normally. The workflow task related to this activity has the closed status so user can view these tasks by selecting the closed status from the dropdown list.
If the activity has the type skip, so it should be on a separate level. In addition, every template should have at least one normal or reviewer activity.
Attaching Workflow
To attaching a workflow to a loan type, user should open the loan record from loans setup and select the workflow to attach. When attaching a workflow to a loan type, all transactions should initiate the workflow and go in the approval process.
Loan request
User can open HR application, go to my requests then press on new Loan to open the new loan form. New request form should show the following fields:
Field | Type | Mandatory | Comments |
Loan | Drop down list (Loan Setup) | Yes |
|
Amount | Textbox | Yes |
|
Number of Installments | Textbox | No | If its null then the number of installments should be retrieved from the setup |
Payment date | Calendar | True |
|
Start From | Calendar | Yes | The date of the first installment |
Start Level | Lookup | Yes | (Self-Appraisal, Line Manager) |
Comments | Multiline Texbox | No |
|
Approvers Comments | Grid | - | View the results of the approvers |
Once the request submitted, it is not editable anymore.
If authorized user deletes a request, all the related workflow records should be deleted.
Once request is submitted, a new task assigned to the first approver should be created with status as “In progress”.
User can only see tasks assigned to him.
If any of the approvers reject the request, workflow will be closed with “Rejected” Status.
Requested can view the results of the approvers with their comments even after closing the workflow.
If the approvers approve a part of the amount, the final task will be assigned to the requester to inform him that not all the amount has been approved and the requester can either approve or reject.
Loan Approval
Approver should go to My Requests>> Loan Approvals to open list of loan requests tasks that are assigned to the login user.
User should filter the requests by status: In progress, Approved and rejected.
To edit a request, user should select the appropriate task from the grid and press on edit top open the approval form.
Approval form should display the request as read only.
User can add comments and select one poof the following actions: Approve, Reject and Cancel.
Approval Form should display all the approvers’ comments in a grid view.
Once the approvers submit his decision, the task is not editable anymore.
Tasks cannot be deleted; they can be deleted once deleting the request.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article