How to assign a loan policy in bulk

In Keka, organizations can configure a loan policy with specific terms and conditions for employees, such as minimum employment term, minimum/maximum salary, and EMI terms. Additionally, employers can define categories of loans that employees can request, such as education, housing, or personal emergencies.

To assign a loan policy to a group of employees in bulk, log in to your Keka portal. Click on Org (1). Under Dashboard (2), choose Summary (3). 

In the Quicklinks section, find Bulk Operations and click on Import Employee Job Details (4).

On the next window, click on Download theExcel Template. 

Now you can either download the lsit for all emplpoyees, or just the list for group of employee. Click Download once you have made your choice.

Update the Excel file with the required loan policies and save it. Now go back to the portal and use the Upload Excel File button to upload the Excel file.

To learn how to import/export data using Excel click here .

We hope this document was helpful. More questions? Please check out the other articles or contact us!