Why is the Reimbursement balance available but can't be requested? Make sure the settings for the Reimbursement policy are in accordance with your company's policies. If you cannot Request a Reimbursement but the balance is still there, there is a possibility that the number of requests for Reimbursement has reached its maximum limit, so the employee cannot reapply. Learn more about managing Reimbursement policies here.
Why does the Reimbursement balance that appears not match? Make sure you have set up the Reimbursement balance correctly. You can test the correctness of your Reimbursement policy by conducting a Reimbursement Simulation to see if the settings you have made are correct. Learn more about Reimbursement Simulation here.
How to use Reimbursement Simulation? You can see how to use the Reimbursement Simulation here.
How do I change the reimbursement balance that has been approved? You can change the approved reimbursement amount in the Reimbursement sub-menu. Learn more about Update Reimbursement here.
Is this Reimbursement attached to all employees? Reimbursement can only be submitted by employees who have been given access (assigned) to use the reimbursement policy. Learn more about how to Assign Reimbursement to employees here.
How to make Expired Reimbursement? You can make an Expired Reimbursement menu Finance > Reimbursement, on the "Assign" or "Update" button there is an "Expired" feature. Learn more about Expired Reimbursement here.
How do I assign Reimbursement? In order for employees to use reimbursement balances, you need to first apply (assign) a reimbursement policy to these employees. Learn how to Assign Reimbursement here.
How to make Cash Advance Settings? You can make Cash Advance Settings on the Finance menu, and Cash Advance sub-menu, there is a "Settings" button to make Cash Advance policy settings. Learn more about how to set up Cash Advance here.
How to enter employee loan data (Loan) in bulk? You can see how to record loans in bulk here.
How do I change my monthly loan installments? If you want to change the installment amount that has been automatically generated by the system, then you can change it by clicking on the pencil icon in the relevant loan data line. Learn more about how to manage loan data here.
How do you manage data on loan repayment made outside of Talenta? If you want to make loan repayments outside of the Run Payroll (not cutting employee payroll), then you can first make changes to the loan before the Run Payroll is done. Learn more about how to change the remaining loan balance here.
Why doesn't the nominal loan match what was paid during the Run Payroll? The nominal Run Payroll will be different if you make changes to the loan for employees who have resigned. Note that you must first change the remaining loan data for resigned employees who still have loan balances, before doing Resign and Run Payroll. Learn more about how to change the remaining loan balance here.
How to record the remaining loan installments paid in cash when an employee resigns? If you want to change installments that have been made automatically by Talenta, then you can change them on the pencil icon on the loan. Learn more about how to change the remaining loan balance here.
How do I add loan transactions to employees? You can manage activities related to employee loans on the Loan sub-menu in the Finance menu. Learn how to record employee loans here.