How to unassign a loan policy from employees?

Keka allows admins to assign and manage loan policies for employees who need financial support. However, if an employee is no longer eligible or needs to be removed from a loan policy, you can easily unassign it.

Steps to Unassign a Loan Policy

1. Use the Global Search Bar  to find the employee.

2. Open the employee’s profile and go to the Job tab.

   

3. Scroll down to the Other section and click the Edit (pencil icon) beside Loan Policy .

   

4. On the overlay window, enable the option Employee is no longer part of any loan policy.

5. Add a Note for reference and click Update.