A salary advance can either be created by the admin or requested by the employee. The only salary advance that will be deducted from the employee's payroll is the one that is approved, paid, and active within the period in which that payroll is generated.
To view salary advance:
Go to Payroll>>Salary Advances
Search for an employee or select the status you want to view, e.g., submitted, approved
To create a new salary advance:
On the page above, click “Edit Limit” then set the Limit type to either a percentage of Basic salary or a fixed Amount then save.
Click on Issue Advance.
Select “Employee”
Select "Date of Issue"
Enter the “Amount”.
Add Notes(Default is " 'X' month salary advance")
Click SAVE.
Edit Salary Advance
Go to payroll>>salary advances
Search for the employee
Click the three dots at the far right
Select “Edit”
Change respective field values
Then click “Save Changes”.
Approve Salary Advance
Go to payroll>>salary advances
Search for the employee
Click the three dots at the far right
Select “Approve”
Then click “Approve”
How to pay or Mark as Paid Salary Advances
Go to Payroll>>salary advances
Click on the three dots on the list under "APPROVED" and select "mark as paid."
Click on the three dots on the list under "APPROVED" and select "pay" (for those with payouts activated).
Reject Salary Advance
Go to payroll>>salary advances
Click on the three dots at the far right
Select “Disapprove”
Enter the reason for disapproving of the salary advance
Then click “Disapprove”.
NOTE: For a salary advance to appear on payroll, the salary advance has to be approved and paid.