Employee Loan Management

by
Odoo

76.01

v 16.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employee Contracts (hr_contract)
Employees (hr)
Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 2982
Technical Name de_hr_loan
LicenseOPL-1
Websitehttps://www.dynexcel.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employee Contracts (hr_contract)
Employees (hr)
Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 2982
Technical Name de_hr_loan
LicenseOPL-1
Websitehttps://www.dynexcel.com

EMPLOYEE LOAN

MANAGEMENT

Streamline employee loan management with our powerful application, simplifying financial transactions and enhancing workplace efficiency.

The Odoo Employee Loan Management Module is a comprehensive solution designed to streamline and automate the loan application, approval, and repayment processes for employees within your organization. This module offers a user-friendly interface and customizable features to simplify loan management while ensuring compliance and transparency.

Multiple Loan Types

Configure and manage different loan types, including personal loans and salary advances, each with its specific terms and conditions.

Multi-Level Approval Workflow 

Establish a versatile multi-level approval workflow that can be tailored to your organization's specific hierarchy, allowing for diverse approval paths beyond fixed roles like managers, HR, and finance.

Loan Reschedule Requests 

Allow employees to request loan reschedules if they encounter unexpected financial difficulties.

Streamline the review and approval process for reschedule requests. 

Loan Policy Management 

Tailor loan policies to match your organization's unique needs, allowing you to set company-wide standards or define specific policies for different loan types to accommodate various scenarios.. 

Compliance and Reporting 

Ensure compliance with financial regulations and generate detailed reports on loan disbursements, repayments, and outstanding balances.

Document Management 

Store and manage loan-related documents securely, facilitating quick access for audits and record-keeping.

Loan Application Process

Enable employees to submit loan applications electronically through a user-friendly interface.

Attach necessary documents and information to support loan requests.

Repayment Schedules 

Automatically generate and assign repayment schedules based on loan type and amount.

Specify repayment frequency (monthly, quarterly, etc.).

Re-Payment Options 

Offer multiple payment methods, including:

​- Direct account credit memos for seamless repayment.

​- Integration with employee payslips for automatic deductions.

​- Manual repayment entry for flexibility.

Employee Self-Service 

Empower employees to view their loan history, repayment schedules, and request loan reschedules through a self-service portal.

Integration with Payroll

Seamlessly integrate loan repayment processes with your payroll system, ensuring that loan deductions are automatically managed, supported across both Odoo Community and Odoo Enterprise editions.

Notifications and Alerts 

Automatically send notifications to employees at key stages of the loan process, from application submission to approval and repayment due dates.

Compatible Editions

Enterprise Edition

Community Edition

Odoo SH

How the App Works?

Explore our module’s features and functionalities in action by watching the demo video below.


Screenshots

Explore our modules visually through an informative collection of screenshots. Gain a comprehensive view of the features, interfaces, and capabilities that await you. See for yourself how our solutions can transform your business processes and enhance your productivity.

Key Benefits

The Loan Management Module optimizes loan processes, customizing policies to fit organizational needs. It ensures transparency, granting employees easy access to their loan statuses and repayment schedules. Integration with payroll streamlines repayments, reducing administrative burdens. Mobile access empowers employees with on-the-go loan management. Accurate calculations enhance financial precision, while secure document management bolsters data security. In summary, this module promotes financial control, reduces costs, and boosts efficiency for both employees and organizations.

Contact Us


If you need any assistance or have questions, please feel free to reach out to us.

Email Us
info@dynexcel.com

Website
www.dynexcel.com

Skype
dynexcel25


Need assistance with our module?

Create a support ticket when you need personalized assistance with module-related issues for a tailored and efficient solution.

Submit a Ticket

Support Policy

Dynexcel is committed to ensuring your satisfaction with our module. Our dedicated support team is here to assist you throughout this 90-day period, addressing any concerns promptly and professionally. We value your feedback and will use it to continuously improve our module. Rest assured, you can rely on our support for a seamless experience as you make the most of our product. Thank you for choosing Dynexcel.

Our Services

  • Odoo Implementation Services
  • Configuration and Customization
  • Data Migration and Integration
  • Training and Knowledge Transfer
  • Support and Maintenance


Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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