Loan Types

Concept#

The Loan Types page works with staff loan 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#

HowTo#

1. Open HCM and choose Loan Types from the Payroll area.
2. Use filters or search to find the relevant employee, setup record, workflow, period, or transaction.
3. Open the record to review dates, status, assigned people, and linked information.
4. For editable workflows, choose New or Update, complete the required fields, and save.
5. Confirm the downstream staff record, leave balance, payroll run, appraisal, or workflow status reflects the change.