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Payroll Settings

Enable loan workflow feature

Updated in June - 2026 | Subscribe to watch greytHR how-to video

In any organization, the employees might require financial support for various purposes. The organization supports this by providing the loan as per the employees’ requirements. 

The Loan Workflow feature helps the admins and employees to manage a streamlined loan workflow process. The first step to automate the process is enabling the Loan Workflow. The New Features page in the greytHR Admin portal allows you to enable the Loan Workflow feature for your organization. 

To view the New Features page, from the greytHR Admin portal go to the Settings icon > Account Settings > New Features.

⚠️ Enabling this feature may affect your current billing. To ensure a smooth transition, please contact our customer support team before activating the feature.

Raise a support ticket

You can raise a support ticket using NAVOS and get assistance or updates on your existing queries.

  1. Click on the search bar and then type Raise a Support Ticket. 

  2. Select the Chat with Navos/Raise a Support Ticket option. 

  3. Once the chatbot appears, enter your query to find a resolution. If the response doesn't meet your needs, type that you want to raise a support ticket. 

  4. From the feedback pop-up, choose "No, Raise a Ticket" from the feedback popup.

  5. If the user info is not filled, enter your name, email address, contact number, and preferred language and click Save.

    • To make any changed, click the Edit option, make the changes and save it.

  6. In the Question text box, enter your query.

  7. In the Details text box, mention any specific details about your query. 

    • You can also upload any attachments as required. 

  8. Choose whether the issue affects all employees, a single employee, or multiple employees.

  9. Select the required Category and Sub-category.

  10. Indicate if you are available for a call after 6:30 PM by choosing Yes or No.

  11. Optionally enter CC email addresses, separated by commas.

  12. Click Submit to raise your request.

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▶ Video - Watch our how-to videos to learn more about setting up loan workflow policy.

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