Creating a loan on behalf of an employee

In the web admin area there is no "new loan" button on the All Loans page — loans always start as an employee application from the self-service portal. There is no admin form that lets you pick an employee and raise a loan for them from Loan Management > All Loans.

1. Loan Management — Open the Loan Management group in the menu.
2. All Loans — Then choose All Loans.

What you can do instead

• Ask the employee to submit the request themselves from My loans in the self-service portal. Once it is in, it appears under Loan Management > All Loans as Pending, and you can approve, edit and disburse it. See Creating a loan and Approving and disbursing a loan.
• While the request is Pending or Approved, you can fine-tune the Amount, Tenure (months), Start Date, Purpose and Notes from the pencil icon in the Actions column.

Troubleshooting

• The underlying create action accepts an employee selection, but no employee picker is exposed on the web admin All Loans screen.