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How to Record Loans

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Learning Center Mekari
  • Updated

On Mekari Talenta, you can record employee loans and manage payment installments through the Loan submenu Finance menu. You can record them manually or in bulk using the Import feature. In this article, we will explain how to record loans manually. Here are the steps:

  1. Enter the Finance menu and select Loans.
  2. On the Request page, click “Create loan”.
  3. On the Create loan page, complete the following Loan information form columns.
    No. Column Name Description
    1. Effective date Enter the effective loan start date. For example, '20 Oct 2025'.
    2. Employee Select the employee's name. For example, 'Daffa Test'.
    3. Loan policy Select a loan policy. For example, 'Notebook Ownership Program'.
    4. Loan amount Enter the loan amount. For example, Rp '22,900.00' (type without the period, as it will appear automatically).
    5. Installment period Determine the length of the installment period (per month). For example, '12'.
    6. Interest type Determine the flower type. For example, 'Flat'.
    7. Annual interest rate Enter the annual interest rate for the loan.   For example, '0.5' percent (%).
    8. Purpose of loan Fill in this field with a description of the loan purpose (optional). For example, 'Notebook Ownership Program'.
    9. Choose file Click to include file attachments in JPG, PDF, PNG, DOCX, CSV, and XLSX formats with a maximum size of 5MB (optional).
  4. Once the form is filled in, go to the bottom of the page and click “Calculate installment”.
  5. The system will immediately calculate your monthly loan installments  based on the information you entered in the Loan Information form in the Installment Breakdown section. You can change the Repayment Amount and Interest amount per month in the provided columns if needed. Click "Create" to create the loan transaction.

    - Export: Click to download the Installment Breakdown above in Excel format.
    - Import: Click to upload the Installment Breakdown Excel file if you make any changes after downloading.

This is an explanation of how to record a loan. You can also make loan payments to employees who are about to resign, click here for more information.