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.

Steps to Assign a Loan Policy to Employees in Bulk:

1. Click on the Org tab.

2. Under the Dashboard section, choose Summary.

3. In the Quicklinks section, click on Import Employee Job Details.

   

4. On the next window, click on Download the Excel Template.

   

5. Update the Excel file with the required loan policies and save it.

   

6. After updating the file, go back to the Keka portal and click on the Upload Excel File button to upload the updated file.