Team Benefits

Created by Nica Naraja, Modified on Fri, 25 Aug, 2023 at 4:08 PM by Nica Naraja


Team Benefits provides a detailed list of all active repayments of employees. Approve and process loan deductions with ease.

This page is only available for Users who have access to Loan Manager (configured in Benefits User Rights).


Advanced Wages

Gives you list of all employees with advanced wages and its statuses.

Click "Export" to generate a report.

Team Loans

Track, approve and disburse the loans through this page.

The page shows you

  • Total Outstanding Balance - sum of all loans
  • Pending My Approval - loans that are pending your review and approval
  • Pending Disbursement - sum of loans that are due for repayment
  • Default - sum of loans that become defaulted

Use "Filter" to sort out loans by group of employees. Click "Export" to generate a report.

Approving a Loan

Easily approve a loan by clicking any loans under Pending My Approval.

Make sure you review the loan prior approving. Reject a loan if necessary. Once it's approved, it will be then subject for disbursement.

Adding Loans

If you are an Administrator, you have a capability to request a loan in behalf of employees by clicking "Request Loan". The process is the same with requesting your own loan.

You can also import your existing loans in bulk. Follow Importing Loans for details.

That's it! You've now learned how to approve and add loans. You can go to Disbursing Loans for processing repayments. 

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