Step-by-step guide on how to issue salary advances to employees via Workpay.
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 employees is the one that is approved and active within the period in which that payroll is generated.
To view salary advance:
On the MAIN Menu click on “Payroll” then click on “ Salary Advance”
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.
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Click on Issue Advance.
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Select “Employee”
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Select "Date of Issue"
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Enter the “Amount”.
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Add Notes(Default is " 'X' month salary advance")
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Click SAVE.
Edit Salary Advance
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On the menu click “Payroll” then click on “ Salary Advance”.
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On the list provided, click the three dots.
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Select “Edit”
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Change respective field values
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Then click “Save Changes”.
Approve Salary Advance
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On the menu click “Payroll” then click “ Salary Advance”.
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On the list provided, click the three dots.
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Select “Approve”
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Then click “Approve”
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Click on three dots on the list under "APPROVED" and select "mark as paid"
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Click on the three dots on the list under "APPROVED" and select "pay" (for those with payouts activated.)
Reject Salary Advance
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On the menu click “Payroll” then click “ Salary Advance”.
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On the list provided, click the three dots.
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Select “Disapprove”
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Enter the reason for Disapproving the salary advance
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Then click “Disapprove”.