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Enable loan workflow feature

Updated in June-2023

In any organization, the employees might require financial support for various purposes. The organization supports this by providing the loan as per the employees’ requirements. 

The Loan Workflow feature helps the admins and employees to manage a streamlined loan workflow process. The first step to automate the process is enabling the Loan Workflow. The New Features page in the greytHR Admin portal allows you to enable the Loan Workflow feature for your organization. 

To view the New Features page, click the Settings icon > My Account > New Features.

Enable loan workflow feature

To enable the Loan Workflow feature, perform the following actions:

  1. On the New Features page, select the Loan Workflow card. The card expands.

  2. Click the Enable this feature button. The Enable Feature pop-up appears.
    Note: You can also click the Disable option if you want to disable the feature as per your requirements.

  3. Click Confirm to enable the Loan Workflow feature.

Once you enable the feature, the next step is to set up the loan workflow policy as per your organization’s requirements. 

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