Once you have created the necessary Salary Advance policies, you can record a Salary Advance request on behalf of an employee as an Admin.
Follow the steps below:
- Log in to your Admin account.
- Navigate to Requests.
- Select Salary Advance from the dropdown menu.
- Click Record Salary Advance for an Employee in the top-right corner of the page.
- Complete the required fields:
- Employee Name – Select the employee requesting the salary advance.
- Policy – Choose the applicable Salary Advance policy.
- Amount – Enter the amount to be advanced.
- Repayment Tenure – Specify the repayment period (in months or years).
- Reason – Provide the reason for the salary advance.
- Note for Employee – Enter any additional information for the employee.
- Supporting Document (Optional) – Upload any relevant supporting document, if applicable.
- Click Submit to create the request.
- Approve the Salary Advance request to complete the process.
Once approved, the Salary Advance will be processed according to the selected policy and repayment schedule.