Application for Personal Loans (Kuwait)

 

Kuwait companies offer personal loans to employees. This sample process enables employees to apply the personal loans by submitting an online application form. Then, the responsible persons such as supervisors or HR users can take actions regarding their applications, for example approve or reject the requests. When a request is approved, the process triggers the system to automatically create master data of loans based on the content of the application form in Loans (0045) infotype.

Prerequisites

To be able to use this sample process for test purposes, you must have made the settings in Customizing for Personnel Management, under Start of the navigation path HR Administrative Services Next navigation step Configuration of Forms/Processes Next navigation step Sample Process for HCM Processes and Forms End of the navigation path.

Object Type

ID

Name

Process

HRPA_KW_LOAN_APPLICATION

Kuwait: Loan Application

Workflow Template

WS33700183

Kuwait: Loan Application

ISR Scenario

SKW1

Kuwait: Loan Application

Interface

ISR_IF_KW_LOAN_APPLICATION

Kuwait: Loan Application

Form

S_HRPA_KW_LOAN_APPLICATION

Kuwait: Loan Application

Form Scenario

S_HRPA_KW_LOAN_APPLICATION

Kuwait: Loan Application

Scenario Steps

DEFAULT

Create Request

MAPPROVE

HR Approve Request

HRAPPROVE

Accounting Approve Request

Back-End Services

UDINFOTYPE

Update Infotype

SAP_PA

Infotypes for Personnel Administration

S_KW_LOAN

Kuwait: Loan Application

Process

  1. An employee starts this ESS process to apply a personal loan.

    The employee fills out the required fields on the interactive PDF form S_HRPA_KW_LOAN_APPLICATION, and submits this request.

  2. The supervisor receives the employee's application request.

    The supervisor can perform one of the following actions:

    • When the request complies with company policies and regulations, he or she approves the application. The process continues with the next step.

    • If the supervisor has query about the request, he or she can reject it. The system also sends a mail to inform the employee of the rejection. The employee then starts the process again.

  3. The HR administrator (admin.) receives the application request.

    The admin checks its content, and then performs one of the following actions:

    • When the request complies with company policies and regulations, giving the approval. The process continues with the next step.

    • If the admin has query about the request, he or she can reject it. By doing so, the system sends a mail to notify the employee that the application is rejected. The employee can revise the request and submit it again.

  4. When this application is approved by both supervisor and the HR admin, the system automatically creates a record in the Loans (0045) infotype, using the subtype Personal Loan (KW01). The system fills out the relevant fields on the Basic Data and Conditions tab pages with the corresponding data in the application form.

Result

As a follow-up action, the HR admin opens the new record in the Loans (0045) infotype, and creates the repayment plan for the employee; that is, to fill out fields on the Payments tab page.