Employee loan

Template

Pipefy’s Employee Loan Template is designed for companies that want to manage the process of loaning money to their employees, from the requirement process, permission for this loan to be made, and payment.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Employee's name

  • 2. Employee's email

  • 3. Phone

  • 4. Employee's department

  • 5. Request date

  • 6. Loan purpose

    • Education
    • Children's education
    • Travel
    • Medical expenses
    • Investments
    • Marriage in family
    • Home renovation
    • Loan transfer
    • Equipment purchase
    • Others
  • 7. Requested amount

Loan details

  • 1. Number of deductions

  • 2. Amount to be deducted

  • 3. Payment mode

    • Check
    • Transfer to Salary Account
  • 4. Attach proof documentation.

  • 5. Does the employee have any outstanding loan prior to this one?

    • Yes
    • No
  • 6. Loan amount (total)

  • 7. Outstanding loan amount

Supervisor approval

  • 1. Is the loan approved?

    • Yes - Move card to the next phase
    • No - Move card to "Done"
  • 2. If the loan was not approved, state why.

Finance approval

  • 1. Finance assignee

  • 2. Is the loan approved?

    • Yes - Move card to the next phase
    • No - Move card to "Done"
  • 3. If the loan was not approved, state why.

Payroll processing

  • 1. Account name

  • 2. Account number

  • 3. Transaction number

  • 4. Check number

  • 5. Attach deposit confirmation.

Done

Rejected

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