How to add a loan amount to employees 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.

Steps to Add a Loan Amount to Employees in Bulk

1. Log in to your Keka portal.

2. Navigate to the Payroll tab.

3. Click on Loans.

4. Under the Loans section (3), click on Outstanding Loans.

5. Click on + Add New Loan and then select Import New Loans.

   

6. On the next window, select the relevant Pay Group.

7. Click on Download the Excel Template.

8. Update the Excel file with the required inputs.

9. Click on Upload Excel File to upload the updated file