Employee Self Services (India Payroll)

Loan Application and Approval

Dilip Patidar
GSS

Agenda

1. General Description
2. Employee Process
3. Approver Process
4. Loan Update
5. Configuration

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Loan Application and Approval

General Description

Companies offer Loan facilities to

employees. These loans can be of
different types with varying rules of
interest computation and repayment
The process of applying for the loan as
per company policy and employee
eligibility and its subsequent approval
process is covered under this ESS
service.

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Loan Application and Approval

Role Definitions
Employee Role:
Create loan request.
Create special repayment requests.
Edit/Delete requests before the request is processed.
View and Display of all previous requests.
View loan disbursement information and repayment information.
Approvers Role:
Specify/Adjust payment type/date/amounts.
Approve/Reject loan requests.
View loan disbursement information and repayment information.
Multiple level approval process.

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Agenda

1. General Description
2. Employee Process
3. Approver Process
4. Loan Update
5. Configuration

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Employee Process
Master Data : Loan

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This shows the loan request creation screen in R/3.

Employee Process
Master Data : Loan

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Clicking on the overview tab shows the details of the loan as above.

Employee Process
Process Start

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The loan request creation process in ESS is as shown above.

Employee Process
Loan Request Overview

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The loan request overview screen displays all the loan requests created based on the
search criterion entered.

Employee Process
New Loan Request

NEW LOAN

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Clicking on New Loan creates a new loan request.

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Employee Process
Create New Request

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Loan type, loan amount, condition and repayment information is entered.

Clicking on Show Loan Disbursement shows the disbursement information in a popup.
Clicking on Show loan repayment shows the repayment plan till the end of the year.

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Employee Process
Review Request and Send

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The loan request is created with status New.

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Employee Process
Review Request and Send

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The employee can then review and click on Send.

The status of the request changes to To Be Approved.

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Employee Process
Special Repayment Request

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The employee can create a special repayment request by clicking on New Special
Repayment.

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Employee Process
Request Overview

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Agenda

1. General Description
2. Employee Process
3. Approver Process
4. Loan Update
5. Configuration

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Approver Process
Approver UWL Inbox

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The request created by the employees figure in the approvers inbox.

The approver clicks on an individual line item and then clicks on Launch WebDynpro
to see the details of the request.

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Approver Process
Approver Overview

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The approver clicks on the review button and then takes action on the request.

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Approver Process
Overview of Employee

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The status of the request changes accordingly to either approved/ rejected.

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Agenda

1. General Description
2. Employee Process
3. Approver Process
4. Loan Update
5. Configuration

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Loan Update
Infotype Update

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This shows the navigation path in R/3 for the report program that updates the infotype
with the loan request.

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Loan Update
Overview of Employee

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This is the overview screen of the loan requests for the employee.

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Agenda

1. General Description
2. Employee Process
3. Approver Process
4. Loan Update
5. Configuration

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Configuration
IMG Path
R/3 level

ESS Specific

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Shows the navigation path for configuration in R/3 for ESS.

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Configuration
Basic Settings
Define Workflow

Define Function Module

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Define Work Flow

Use
In this IMG activity, you define the work flow that you want to use for loan approval
process. This is for loans created through Employee Self-Service. You define a work
flow based on:
Country grouping
Infotype
Subtype
To send the request for approval, the system initiates a work flow. The system calls the
corresponding work flow defined in this table for a loan type.

Define Function Module Based on Country Grouping

Use
In this IMG activity, you define the following for a country grouping:
Checks or actions
Function module that will perform the defined checks or actions
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An employee creates a request through Employee Self-Service (ESS). The system

Configuration
Approval Settings

Change of Loan Condition

Change of Granted Amount

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First you Define approver levels and Assign approvers to the approver levels
You next assign privileges to approver levels. All the approvers belonging to an
approver level are entitled to privileges assigned to that approver level.

Under Privileges, depending on the type of authorization configured for an approver

level , a user belonging to a particular approval level can changing the Granted amount
and Loan condition
You can configure an approval level as having the authorization to change both values,
change either one of the values or not have the authorization to change any values.

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Configuration
Loan Type Settings

Define Loan Types and

Loan Conditions applicable
on ESS

Define Loan Payment

Types applicable on ESS

Define Loan Repayment

Types applicable on ESS

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In this IMG activity, you define the loan types and loan conditions for which employees
can create loan request through Employee Self-Service (ESS).
For each loan type you can: Maintain more than one loan conditions and Maintain one
loan condition as the default condition
The system displays the values maintained in this table during loan request creation
through ESS.

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Configuration
Loan Type Settings

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In this IMG activity, you map loan types to approver levels.

To determine the approver for a request, the system calls the BAdI : Determine
Approver Business Add In (HRPBSINGET_APPROVER). This BAdI returns the
approver to whom the system should send the request for approval. The system then
reads the Define Approvers Levels table view (V_T7INAPRR_LVL) to determine the
level of the approver returned by the BAdI. The system reads this table to validate if the
approver level is eligible to specify the payment data for a loan type.

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Configuration
BAdIs
Determine Approver

Provides for defining

customer specific logic
to determine appover of
a request
BAdI :
HRPBSINGET_APPRO
VER

Determine Eligibility
Of Employee

Defining the eligibility

criteria for a certain set
of employees for the
purpose of taking a loan
BAdI :
HRPBSIN_LOANELG_
CHECKS

Define Additional
Checks

Enables defining
customer specific
checks
This is in addition to the
standard checks for
leave encashment
Return Value is the
eligibility of the Ee for
Loans.
BAdI :
HRPBSIN_ADDITIONA
L_CHECKS

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Shows the various BAdIs available.

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Thank you!

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