If you want mendaftarkan tipe pinjaman karyawan ke dalam system, You must membuat jenis pengelompokan karyawan berdasarkan tipe pinjaman said first.
Pendaftaran jenis pengelompokan karyawan berdasarkan tipe pinjaman dapat dibuat dengan Eligibility Profiles pada Menu Loan, dan pendaftaran tipe pinjaman karyawan dapat dibuat dengan Loan Type pada Menu Loan.
In this section, You can learn :
1. How to create Eligibility Profiles.
2. Cara membuat Loan Type.
1. How to Create Eligibility Profiles.
- On the Menu Loan → Select Eligibility Profiles.
- Click the button New untuk mendaftarkan Eligibility Profiles pada menu Loan.
- In part General, isi with the type of Eligibility Profiles you want to display.
| No | Feature | Information |
| 1 | Name | Filled with no Eligibility Profiles. |
| 2 | Description | Filled with description Eligibility Profiles. |
| 3 | Active | • Click Yes, if the Eligibility Profiles type is still active and processed in system. • Click No, if the Eligibility Profiles type is already in place not active, then the Eligibility Profiles type will be automatic lost in another menu. |
- In part Criteria, click the button “Add”, dan lanjutkan dengan mengisi kriteria karyawan yang akan ditentukan tipe Loan nya.
| No | Feature | Information |
| 1 | Active | • Click Yes, jika detail Eligibility Profile untuk Loan tersebut masih active and processed in system. • Click No, jika detail Eligibility Profile untuk Loan sudah not active, maka data detail Eligibility Profile untuk Loan akan otomatis lost in another menu. |
| 2 | Name | Filled no Eligibility Profile untuk Loan karyawan. |
| 3 | Marital Status | Filled with details marital status which will be included in the Eligibility Profile. |
| 4 | Age | Filled with details age which will be included in the Eligibility Profile. |
| 5 | Location Group | Filled with details Location Group which will be included in the Eligibility Profile, in the form of LOV. |
| 6 | Job Family | Filled with details Job Family which will be included in the Eligibility Profile, in the form of LOV. |
| 7 | Organization Level | Filled with details Organization Level which will be included in the Eligibility Profile, in the form of LOV. |
| 8 | Position Level | Filled with details Position Level which will be included in the Eligibility Profile, in the form of LOV. |
| 9 | Grade | Filled with details Grade which will be included in the Eligibility Profile, in the form of LOV. |
| 10 | Employment Type | Filled with details Employment Type which will be included in the Eligibility Profile, in the form of LOV. |
| 11 | Gender | Filled with details gender which will be included in the Eligibility Profile, in the form of LOV. |
| 12 | Religion | Filled with details religion which will be included in the Eligibility Profile, in the form of LOV. |
| 13 | Company | Filled with details Company which will be included in the Eligibility Profile, in the form of LOV. |
| 14 | Location | Filled with details Location which will be included in the Eligibility Profile, in the form of LOV. |
| 15 | Job | Filled with details Job which will be included in the Eligibility Profile, in the form of LOV. |
| 16 | Organization | Filled with details Organization which will be included in the Eligibility Profile, in the form of LOV. |
| 17 | Position | Filled with details Position which will be included in the Eligibility Profile, in the form of LOV. |
| 18 | Length of Services | Filled with details minimum working hours Eligible employees are included in the Eligibility Profile, in the form of LOV. |
| 19 | Payroll | Filled with details Payroll which will be included in the Eligibility Profile, in the form of LOV. |
Do save with a click button “Save Changes” in the detailed Criteria section first, then continue by filling in the other complete Eligibility Profiles data.
- If you have entered all the Eligibility Profiles information, then the final step is to do it save with a click button “Submit” at the very bottom of the Eligibility Profiles page.
2. How to Membuat Loan Type.
- On the Menu Loan → Select Loan Type.
- Click the button New untuk mendaftarkan Loan Type.
- In part General, isi dengan jenis Loan Type yang ingin ditampilkan.
| No | Feature | Information |
| 1 | Name | Filled with no tipe Loan. |
| 2 | Description | Filled with description tipe Loan. |
| 3 | Limit Term Month | Batas waktu dalam bulan karyawan dapat melakukan pinjaman. Example: 12, maka karyawan dapat melakukan pinjaman selama 12 month. |
| 4 | Element | Filled with Element yang sesuai dengan Loan yang akan dibuat. |
| 5 | Active | • Click Yes, jika detail Loan Type untuk Loan tersebut masih active and processed in system. • Click No, jika detail Loan Type untuk Loan sudah not active, maka data detail Loan Type untuk Loan akan otomatis lost in another menu. |
| 6 | Interest Rate | Filled with provisions suku bunga yang akan dibebankan ke karyawan sesuai dengan pinjamannya. |
| 7 | Eligibility Profile | Filled with groupings Eligibility Profile karyawan yang akan menggunakan Loan. |
- Jika semua informasi Loan Type sudah Anda masukkan, then the final step is to do it save with a click button “Submit” pada bagian paling bawah halaman Loan Type.
Read Also :
– How to Register Expenses Based on Project
– How to Register Company Asset Types
– How to Register a Workspace Type
– A Glance at the Transaction Menu
– How to Manage Goals