Title here
Summary here
Loan Types
Concept
The Loan Types page works with loan type records in the HCM module. It supports human capital setup, employee records, workforce activity, leave, payroll, loans, or performance management depending on the selected area.
Fields
| Field | Meaning |
|---|---|
| Loan Type | Loan type code or name. |
| Description | Purpose. |
| Eligibility | Who can use it. |
| Status | Whether it is active. |
HowTo
- Open HCM and choose Loan Types from the Loans area.
- Use filters or search to find the relevant employee, setup record, workflow, period, or transaction.
- Open the record to review dates, status, assigned people, and linked information.
- For editable workflows, choose New or Update, complete the required fields, and save.
- Confirm the downstream staff record, leave balance, payroll run, appraisal, or workflow status reflects the change.
Screenshot: HCM Loan Types list and detail view
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Loans