Introduction #
Loan options allow you to define and manage different types of loans available to employees. This guide outlines the steps to create and manage loan options within the Cosmic ERP system.
Prerequisites #
- Access: Ensure you have login credentials for Cosmic ERP.
Steps to Create and Manage Loan Options #
- Login to Cosmic ERP
- Enter your credentials to access the Cosmic ERP dashboard.
- Navigate to HRM System
- Click on ‘HRM System’ from the main menu.
- Access HRM System Setup
- Within the HRM System menu, click on ‘HRM System Setup’.
- Open Loan Option Management
- Click on ‘Loan Option’ within the HRM System Setup.
- Create New Loan Option
- Click on the ‘Create’ button, usually represented by a ‘+’ icon.
- Enter Loan Option Details
- Loan Option Name: Provide a descriptive name for the loan option.
- Save Loan Option
- Click on ‘Create’ to save the loan option details.
Conclusion #
By following these steps, you can effectively create and manage loan options in Cosmic ERP, facilitating structured loan management for your employees.
