Cancel employee loans

The borrow manager can cancel an employee loan if the employee is no longer required. The cancel request must be approved by a user with an appropriate role (manager or supervisor) in the borrow location.

The role responsible for approving the Employee Loan Cancellation form can be configured by modifying the workflow node properties. For more information, contact Infor Consulting Services.

Before the cancellation is sent for approval, validation verifies that the loaned employee is not already scheduled during the borrow period. If the employee is scheduled, the interaction will fail and a notification is sent to the user who initiated the cancellation.

After the cancellation is approved, the temporary team assignment is removed. The loaned employee is notified of the change in their loan status through Messages.