Register Endorsees

Explanation

This activity is used to register an endorsee to a loan already assigned to and taken by another employee.

Prerequisites

In order to perform this activity, a loan is required to be registered to an employee.

System Effects

There are no system effects.

Window

Loans and Contributions
Employee Loan

Related Window Descriptions

Loans and Contributions
Employee Loan

Procedure

1. Open the Loan and Contribution window.
2. Find an employee for whom the endorsee registration is needed in order to take out a loan.
3. Go to the Loans tab and select the loan for endorsement.
4. Right-click and click the Loan Details option and go to the Endorsees tab.
5. Create a new record in order to start the endorsee registration.
6. In the Endorsee Id field, specify an id for the endorsee. Alternatively, you can use the list of values.
7. Save the information.