ESS_Loan

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Employee Self Services (India Payroll)Loan Application and Approval

Dilip PatidarGSS

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1. General Description

2. Employee Process

3. Approver Process

4. Loan Update

5. Configuration

Agenda

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Loan Application and ApprovalGeneral Description

Companies offer Loan facilities toemployees. These loans can be ofdifferent types with varying rules ofinterest computation and repaymentThe process of applying for the loan asper company policy and employeeeligibility and its subsequent approvalprocess is covered under this ESSservice.

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Loan Application and ApprovalRole Definitions

Employee Role:Create loan request.Create special repayment requests.Edit/Delete requests before the request is processed.View and Display of all previous requests.View loan disbursement information and repayment information.

Approvers Role:Specify/Adjust payment type/date/amounts.Approve/Reject loan requests.View loan disbursement information and repayment information.Multiple level approval process.

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2. Employee Process

3. Approver Process

4. Loan Update

5. Configuration

Agenda

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Employee ProcessMaster Data : Loan

This shows the loan request creation screen in R/3.

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Employee ProcessMaster Data : Loan

Clicking on the overview tab shows the details of the loan as above.

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Employee ProcessProcess Start

The loan request creation process in ESS is as shown above.

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Employee ProcessLoan Request Overview

The loan request overview screen displays all the loan requests created based on thesearch criterion entered.

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Employee ProcessNew Loan Request

NEW LOAN

Clicking on “New Loan” creates a new loan request.

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Employee ProcessCreate New Request

Loan type, loan amount, condition and repayment information is entered.

Clicking on “Show Loan Disbursement” shows the disbursement information in a popup.

Clicking on “Show loan repayment” shows the repayment plan till the end of the year.

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Employee ProcessReview Request and Send

The loan request is created with status “New”.

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Employee ProcessReview Request and Send

The employee can then review and click on “Send”.

The status of the request changes to “To Be Approved”.

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Employee ProcessSpecial Repayment Request

The employee can create a special repayment request by clicking on “New SpecialRepayment”.

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Employee ProcessRequest Overview

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2. Employee Process

3. Approver Process

4. Loan Update

5. Configuration

Agenda

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Approver ProcessApprover UWL Inbox

The request created by the employees figure in the approver’s inbox.

The approver clicks on an individual line item and then clicks on “Launch WebDynpro”to see the details of the request.

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Approver ProcessApprover Overview

The approver clicks on the review button and then takes action on the request.

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Approver ProcessOverview of Employee

The status of the request changes accordingly to either approved/ rejected.

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2. Employee Process

3. Approver Process

4. Loan Update

5. Configuration

Agenda

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© SAP 2007 /

Loan UpdateInfotype Update

This shows the navigation path in R/3 for the report program that updates the infotypewith the loan request.

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ConfigurationIMG Path

ESS SpecificR/3 level

Shows the navigation path for configuration in R/3 for ESS.

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ConfigurationBasic Settings

Define Function Module

Define Workflow

Define Work Flow

Use

In this IMG activity, you define the work flow that you want to use for loan approvalprocess. This is for loans created through Employee Self-Service. You define a workflow based on:

Country grouping

Infotype

Subtype

To send the request for approval, the system initiates a work flow. The system calls thecorresponding work flow defined in this table for a loan type.

Define Function Module Based on Country Grouping

Use

In this IMG activity, you define the following for a country grouping:

Checks or actions

Function module that will perform the defined checks or actions

An employee creates a request through Employee Self-Service (ESS). The system

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ConfigurationApproval Settings

Change of Granted Amount

Change of Loan Condition

First you Define approver levels and Assign approvers to the approver levels

You next assign privileges to approver levels. All the approvers belonging to anapprover level are entitled to privileges assigned to that approver level.

Under Privileges, depending on the type of authorization configured for an approverlevel , a user belonging to a particular approval level can changing the Granted amountand Loan condition

You can configure an approval level as having the authorization to change both values,change either one of the values or not have the authorization to change any values.

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ConfigurationLoan Type Settings

Define Loan Types andLoan Conditions applicableon ESS

Define Loan PaymentTypes applicable on ESS

Define Loan RepaymentTypes applicable on ESS

In this IMG activity, you define the loan types and loan conditions for which employeescan create loan request through Employee Self-Service (ESS).

For each loan type you can: Maintain more than one loan conditions and Maintain oneloan condition as the default condition

The system displays the values maintained in this table during loan request creationthrough ESS.

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ConfigurationLoan Type Settings

In this IMG activity, you map loan types to approver levels.

To determine the approver for a request, the system calls the BAdI : DetermineApprover Business Add In (HRPBSINGET_APPROVER). This BAdI returns theapprover to whom the system should send the request for approval. The system thenreads the Define Approvers Levels table view (V_T7INAPRR_LVL) to determine thelevel of the approver returned by the BAdI. The system reads this table to validate if theapprover level is eligible to specify the payment data for a loan type.

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ConfigurationBAdIs

Provides for definingcustomer specific logicto determine appover ofa requestBAdI :HRPBSINGET_APPROVER

Determine Approver

Defining the eligibilitycriteria for a certain setof employees for thepurpose of taking a loan

BAdI :HRPBSIN_LOANELG_CHECKS

Determine EligibilityOf Employee

Enables definingcustomer specificchecksThis is in addition to thestandard checks forleave encashmentReturn Value is theeligibility of the Ee forLoans.BAdI :HRPBSIN_ADDITIONAL_CHECKS

Define AdditionalChecks

Shows the various BAdIs available.

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ESS_Loan

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