{"id":511772,"date":"2025-11-03T07:49:35","date_gmt":"2025-11-03T07:49:35","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=511772"},"modified":"2025-11-04T11:18:10","modified_gmt":"2025-11-04T11:18:10","slug":"user-guide-for-odoo-employee-loan-management-enterprise","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-guide-for-odoo-employee-loan-management-enterprise\/","title":{"rendered":"User Guide for Odoo Employee Loan Management (Enterprise)"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>INTRODUCTION<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-employee-loan-management-enterprise.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Employee Loan Management (Enterprise)<\/a> is a simple and helpful tool that lets companies manage employee loans in an easy way. <\/p>\n\n\n\n<p>It lets HR create loan types, set experience-based rules, and offer quick, interest-free loans while automating the entire loan process.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>FEATURES<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>HR can create different loan types with rules based on employee experience.&nbsp;<\/li>\n\n\n\n<li>Employees can apply for more than one loan at the same time if eligible.<\/li>\n\n\n\n<li>EMIs are automatically added to the monthly salary slips in Odoo Employee Loan Management (Enterprise)<\/li>\n\n\n\n<li>HR can adjust or shift EMIs in special cases like unpaid leave.<\/li>\n\n\n\n<li>HR can set who can apply based on work duration and role.<\/li>\n\n\n\n<li>Employees can take one loan per category; extra loans require a different category.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>INSTALLATION<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download <strong>module&#8217;s zip<\/strong> <strong>file<\/strong>.<\/li>\n\n\n\n<li>Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018<strong>hr_loan_enterprise<\/strong>\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open Apps menu and click on \u2018<strong>Update Modules List<\/strong>.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>hr_loan_enterprise<\/strong>\u2019<\/li>\n\n\n\n<li>You will be able to see module in the search results. Click on \u2018<strong>Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>WORKFLOW<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to Employee Loan in Odoo Employee Loan Management (Enterprise) &gt;&gt; Click on Dashboards to see all Loan types you have configured.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"556\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/open-dashboard-to-see-configured-loan.webp\" alt=\"loan dashboard\" class=\"wp-image-512037\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/open-dashboard-to-see-configured-loan.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/open-dashboard-to-see-configured-loan-300x149.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/open-dashboard-to-see-configured-loan-250x124.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/open-dashboard-to-see-configured-loan-768x381.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Go to the Loan Types menu in Odoo Employee Loan Management (Enterprise) and click on <strong>\u2018New\u2019<\/strong> to create a new loan type.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"550\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/configure-new-loan-type.webp\" alt=\"new loan type\" class=\"wp-image-512040\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/configure-new-loan-type.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/configure-new-loan-type-300x147.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/configure-new-loan-type-250x123.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/configure-new-loan-type-768x377.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Set the Eligibility criteria for employees to provide loans<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"620\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/set-loan-eligibility-criteria.webp\" alt=\"loan eligibility\" class=\"wp-image-512041\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/set-loan-eligibility-criteria.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/set-loan-eligibility-criteria-300x166.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/set-loan-eligibility-criteria-250x138.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/set-loan-eligibility-criteria-768x425.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. See Employee Loans and create New Loans for Employees.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-loans-for-employess-2.webp\" alt=\"new loan type\" class=\"wp-image-512047\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-loans-for-employess-2.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-loans-for-employess-2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-loans-for-employess-2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-loans-for-employess-2-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Once a Loan is approved, you can check for the EMIs through a smart button present on top, and the Loan details are present on the bottom.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/once-loan-is-disbursed-check-for-emi.webp\" alt=\"check loan deails\" class=\"wp-image-511778\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/once-loan-is-disbursed-check-for-emi.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/once-loan-is-disbursed-check-for-emi-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/once-loan-is-disbursed-check-for-emi-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/once-loan-is-disbursed-check-for-emi-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6.  You can check the EMIs in the active EMI section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"345\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/emi-are-visible-in-active-emi-section.webp\" alt=\"active emi's\" class=\"wp-image-511779\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/emi-are-visible-in-active-emi-section.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/emi-are-visible-in-active-emi-section-300x92.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/emi-are-visible-in-active-emi-section-250x77.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/emi-are-visible-in-active-emi-section-768x237.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Once you compute a payslip for employee, you can see the loan deduction there. You can mark them as paid once everything seems fine.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/loan-deduction-is-visible-in-payslip.webp\" alt=\"loan deduction in payslip\" class=\"wp-image-512044\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/loan-deduction-is-visible-in-payslip.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/loan-deduction-is-visible-in-payslip-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/loan-deduction-is-visible-in-payslip-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/loan-deduction-is-visible-in-payslip-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. If an employee wants to skip an EMI for a month, HR can shift that amount to another month or extend the tenure by adding one extra month.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"558\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/adding-pending-emi-to-next-month.webp\" alt=\"shift emi to next months\" class=\"wp-image-512045\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/adding-pending-emi-to-next-month.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/adding-pending-emi-to-next-month-300x149.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/adding-pending-emi-to-next-month-250x125.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/adding-pending-emi-to-next-month-768x383.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. Once the loan balance of the employee becomes zero and there is no active EMI, HR can settle the loan for the employee.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/settle-loan-for-employee.webp\" alt=\"settle loan fr employees\" class=\"wp-image-512046\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/settle-loan-for-employee.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/settle-loan-for-employee-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/settle-loan-for-employee-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/11\/settle-loan-for-employee-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>NEED HELP?<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Employee Loan Management (Enterprise) is a simple and helpful tool that lets companies manage employee loans in an easy way. It lets HR create loan types, set experience-based rules, and offer quick, interest-free loans while automating the entire loan process. 2. Go to the Loan Types menu in Odoo Employee Loan Management (Enterprise) and <a href=\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-employee-loan-management-enterprise\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":728,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-511772","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo Employee Loan Management (Enterprise)<\/title>\n<meta name=\"description\" content=\"Odoo Employee Loan Management (Enterprise) manages employee loans with custom loan types, auto EMI deductions, and quick HR approvals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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