Staff Loans

Staff loans can be requested, approved, repaid via payroll and monitored by HR and directors.

For School administrators, Staff. Updated 2026-10-09.

Overview

Staff loans are managed from the Loans page. A loan is created, approved by someone with approval permission, and repayments are tracked against the balance. The HR Manager role has access to HR, recruitment and loans, and directors see loans read-only.

Steps

1. Open Loans
2. Create a loan for a staff member
3. Approve it
4. Track repayments

Keep reading

• Configure Payroll Settings and Pay Components
• Create Salary Setups and Assign Staff to Payroll
• Generate, Approve, and Print a Payroll Run
• Loan Comments and Clickable Notifications
• PAYE Bands

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