How to assign a loan policy to an individual employee

Modified on Mon, 17 Apr, 2023 at 3:26 PM

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.

To assign a loan policy to an individual employee on Keka, search for their name and open their Profile. Now open the Job section of the profile.

Scroll down to find the Other (1) section and then, click on the Edit icon (2) under Loan Policy.

On the small window that pops up, select the Loan Policy from the dropdown, add a relevant Note. Then, click Update.

Now the selected loan policy will reflect in the employee's profile as shown below.

It is hoped that you found this document helpful. Please go through the other articles or talk to our product experts if you have more queries.