How to add a loan amount to an individual employee

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.

There are 2 methods to add a loan amount to an individual employee.

Method 1: Add a Loan from the Employee Profile

1. Log in to your Keka portal.

2. Use the search bar to find and select the employee for whom you want to add a loan.

3. Once the employee profile is open, click on Finances.

4. In the Finances section, click on Loans.

   

5. Under Loan Summary, you will see a document icon. Click on it to view the available loan policies.

6. Click on + Add New Loan

   

    

   Method 2: Add a Loan via the Payroll Menu

   1. Log in to your Keka portal.

   2. Navigate to the Payroll menu.

   3. Click on Loans.

   4. Under the Loans section, click on + Add New Loan.