loan payment task

Setting up and assigning the loan payment task

In case the organization's policy regarding loans applied for by employees through self-service is processed out of the payroll system, to automate this process correctly through the Jisr system, it is necessary to assign the designated person who will be responsible for processing the loan payment after final approval of the request based on the approval chain.

How to activate and assign the loan payment task

The Jisr system provides the ability to create a task and assign it to the person responsible for processing loans for employees. This task allows for reviewing loan details before confirming payment to the employee.

To activate this feature, please follow the instructions below:

• Go to the Settings page
• Click on the Tasks option
• Click on the loans tab
• Navigate to the loan Payment Task section
• Select the person responsible for the loan payment task through the option: Assign to an employee

Therefore, when an employee's loan request is approved based on the full approval chain,

the system will create a loan payment task and assign it to the person responsible for processing loans in case the loans are to be paid out of the payroll system.

Note: If the loan payment task is activated, the loan deduction will not begin in the monthly payroll until the loan payment task is completed by the assigned person as the executor of the loan payment task.