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Knowledge base · HRM & payroll

How do I approve and recover a staff loan?

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New → Staff Loans is where a school starts. Create a loan request for an employee with the amount and repayment schedule. When the loan type requires approval, an authorised person reviews the request in Staff Loan Approvals. Schools can give application and approval rights to different staff. Once approved and disbursed, the ledger shows each installment, recovery and remaining balance. Check Staff Loan Reports against payroll deductions before closing a loan. Salary advances are a separate older workflow.

If New or this module is missing, ask EDUBase support to check your institute’s module availability. If the module appears but a screen or action is denied, ask your school administrator to check the matching privilege in Admin → Users & Privileges.

The New menu is between General and Core. It appears only when the institute has an enabled new module, and lists only enabled modules. Staff privileges still control access.

See EDUBase running on your own school's data.

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