The loan workflow feature refers to a functionality or system within a loan management or financial software that streamlines and automates the loan approval and processing process.
After creating the loan workflow levels, you can enable the loan workflow option in the ESS portal.
To enable loan workflow feature, the admin must perform the following actions:
- From the greytHR Admin login, navigate to My Account from the Home page > My Account > New Features. A list of features appears.
- Select the Loan Workflow card. The card expands.
- Click the Enable this feature button. The Enable Feature pop-up appears.
- Click Confirm to enable the loan workflow in the ESS.
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Related Links:
❓FAQs - To read more FAQs about the Workflow, click here.
📃Documentation - To read more about Enabling loan workflow feature, click here.
▶Video - To watch the video on Creating a loan workflow, click here.
📢Product Update - To read about the product update, click here.