This guide can be used to solve several problems, such as:
1. Changing the loan data balance information for employees who will resign before running payroll
2. Enter data on loan repayments that have been paid by employees (repayments have occurred outside of Mekari Talenta), without deducting employee payroll.
The following are the steps for changing the balance data:
- Go to the Finance menu and select Loan.
- On the Request tab, you can view all loan transactions. Then, click “View details”.
- Click “Actions” to bring up the options Edit loan info or Update transaction.
No. Action Name Explanation 1. Edit loan info You can perform this action if you want to change loan information. You can change information such as loan amount, installment period, interest type, annual interest rate, purpose of loan, and attachment. When you have finished changing the data, click Save“. 2. Update transaction To update transactions in certain cases, such as an employee has repaid a loan due to resignation, or other cases. You can change the Repayment Amount and Interest in the columns provided per month. Click Save to save the changes to the transaction record.
This is an explanation of how to change loan data. You can also record loans in bulk, read here for more information.