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How to Manage Your Loan Applications

Overview​

This guide explains how employees can create, view, and track their own loan applications using the Self-Service Portal in the Payroll Workspace. Employees can submit loan applications directly and monitor their approval status, but editing or deleting is restricted once a loan application has been approved by payroll administrators.

Prerequisites​

  • Access to the Payroll Workspace platform
  • At least one Loan Type must exist in the system (created by Payroll Administrators)

When You Need This​

  • Applying for a loan directly through the payroll system
  • Tracking the approval status of a submitted loan application
  • Reviewing the details of your loan applications
  • Updating or deleting loan applications that are still pending

Step-by-Step Instructions​

Step 1: Access the Loan Applications Page​

  1. Log into your Organogram Payroll workspace at payroll.organogram.app.
  2. From the left-hand sidebar, click "Profile".
  3. Under Profile, select "Loan Applications".

Self Service Loan Applications Page

On this page you’ll see:

  • A table displaying all your loan applications
  • An "Add New" button to create a new loan application
  • A message that says "No content found" if you haven’t applied for any loans yet

Step 2: Submit a New Loan Application​

  1. On the Loan Applications page, click the "Add New" button.
  2. The Create Loan Application form will open.

Self Service Loan Application Form

Fill in the following fields:​

  • Loan Type – Select the loan type from the dropdown (e.g., Car Loan, Housing Loan).
  • Amount – Enter the total loan amount.
  • Effective Date – Choose the start date of the loan using the datepicker.
  • Deductions – Enter the deduction amount (per repayment cycle).
  • Remarks – Add any notes or supporting comments.
  1. After completing the form, click "Save".
  2. A notification will appear: "Loan application created successfully".
  3. The new loan will appear in the Loan Applications Table with its details.

Self Service Loan Application Table

Step 3: View a Loan Application​

  1. In the Loan Applications Table, find the loan you want to view.
  2. Click the three-dot menu icon (⋮) on the right-hand side.
  3. Select "View".
  4. A details dialog will open, showing:
    • Loan Type
    • Amount
    • Effective Date
    • Application Date
    • Deductions
    • Status (Pending, Approved, or Declined)
    • Remarks

Self Service View Loan Application

Step 4: Edit or Delete a Loan Application​

  1. In the Loan Applications Table, click the three-dot menu icon (⋮) next to a loan.
  2. If the loan is still Pending, you will see options to Edit or Delete:
    • Edit – Opens the loan form pre-filled with your data. Make changes and click Save.
    • Delete – Prompts a confirmation dialog. Click Yes to remove the loan.
  3. If the loan status is Approved, the Edit and Delete options will not be available.

⚠️ Note: Once a loan application has been approved by payroll administrators, it becomes locked and cannot be edited or deleted.

What You’ll See​

  • The Loan Applications Table lists all your submitted loans.
  • Each row displays key information such as Loan Type, Amount, Effective Date, Deductions, Status, and Remarks.
  • The Status column reflects whether the loan is Pending, Approved, or Declined.