How can the admin download employees' reporting details in excel?

Created by Product Content Team, Modified on Fri, 1 Mar at 5:56 PM by Product Content Team

A loan is when someone borrows money from a lender and agrees to repay it with interest within a set time.

To download employee's loan details report, the admin must perform the following actions:

From the greytHR Admin login, navigate to Workflow > Monitor > Loan. A list of applications appears.
Using the Employee, List, and Applied Date Range dropdown filters, customize the list of applications.
Click the Export Excel button to download the loan report.

Related Links:

Video- To watch the video on Workflow reviewer, click here.

FAQs- To read more FAQs about Monitor loan workflow requests, click here.

Documentation- To learn more about the Monitor: Loan page, click here.

Product Update- To read about the product update, click here.