Applying for a loan and setting up the preferences

If your staffs or employees wish to apply for the loan, they can easily do this on Carbonate by following these simple steps:

Please make sure that staff is added to the staff list before applying for the loan and their payroll information is updated into their profile.

Step 1.

 

Choose Payroll on the left side menu

Step 2.

Choose EMPLOYEE LOANS.

Step 3

Click Apply for loan.

Step 4.

Fill in the type of loan, other required information and preferences of the loan you wish to apply on the pop up page.

Step 5.

Click Save button.

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