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Advance payments other than salaries may be given to employees during the year. The advance is a fee given within the monthly salary. You can approve or reject employees' advance requests on Workcube, a certain amount of advance can be given or prorated according to the employee's salary. The time periods in which these allowances will be given can also be adjusted.

Path: Payroll and Payroll > Wage Allowance

Creating an Advance Request

To create an Advance Request, the first step to follow is to enter the My Home > HR Operations > Creating Advance Request screen.

Employee:It refers to the field in which the employee is selected.
Process:It refers to the field where the processes defined in the system are selected.
Advance Type:It refers to the field where the advance type defined in the deduction definitions is selected.
Subject: It refers to the field where the subject related to the advance request is entered.
Description: This refers to the field in which to enter a description regarding the advance given to the employee.
Information: It refers to the field where the person to be informed about the advance request is selected.
Priority: It refers to the area where the employee indicates his/her need for advance payment.
Date: This refers to the field in which the application date for advance deduction is selected.
Amount: It refers to the field where the advance amount given to the employee is written.

Another way used to create an Advance Request is the HR-HR > Personnel Payroll > Wage Management and Personnel > Payroll Score screen.

A new advance request must be created from the Deduction Definitions under the Other tab in the Tab Menu.

Attention:Advance types come from the "Deduction Definitions" screen.

To add Advance Type, the "Selectable in Advance Requests" checkbox must be ticked. If the relevant field is marked, the advance type will be selected on the advance requests registration screen.

If the advance type is to be paid in installments, the "Non-Installment Advance" checkbox must be ticked.

In selecting the "Account Type", the advance must be provided accordingly.

Approving Advance Request

Advance payments requested by employees are displayed in the HR-HR > Personnel-Payroll > Wage Management and Personnel field.

Our primary action must be to approve or reject by clicking on the pencil icon. After giving approval, click on the check box on the side, click on Payment, and click on save from the newly opened window.

Advance Request Control

HR-HR > Personnel-Payroll > Payroll and Payroll, After the saving process is completed, the approved advance request appears on the employee's wage card. checks should be carried out to ensure that the When the employee's relevant month payroll is run through the Payroll and Payroll field, the approved advance is shown in the deductions section.

Creating an Installment Advance Request

The first step to create an Advance Request is HR-HR > Personnel Payroll. >Wage Management and Personnel > Installment Advance Request must be entered by clicking the "+" icon on the Installment Advance Request Creation screen.

Process: It refers to the area where the processes defined in the system are selected.
Employee: It refers to the area where the employee is selected.
Advance Type: It refers to the field where the advance type defined in the deduction definitions is selected.
Amount: It refers to the field where the advance amount given to the employee is written.
Number of Installments: It refers to the field where the number of monthly installments of the advance deduction is selected.
Starting Month: It refers to the field where the month in which the advance deduction will begin is selected.
Description: It refers to the field where it is entered if a description regarding the advance given to the employee is desired.

Listing and Approving Installment Advance Request

Filter: When the name and surname of the employee is entered in the relevant field, only the relevant employees It refers to the area where the installment advances will be listed.
Transaction Start Date: It refers to the area where the installment advances whose requests have been approved are listed as of the selected date.
Branch: It refers to the area where the relevant branch is selected.
Status: It refers to the area where the relevant installment advances are listed. It refers to the area where the Acceptance/Rejection stages are listed, whichever one is selected.
Outgoing Transfer: It refers to the area where the remittance transactions of approved advances are made.
Payment: It refers to the area where the payment status of the transferred transactions is made as paid through the system.

Attention: Approval and listing are done on the same screen.

Attention 2:Acceptance/Rejection stages must first be selected on the pencil icon of the application. If approval is given, outgoing transfer and payment transactions must be made.

Attention 3:Paid advance transactions must be selected in the Payment field.

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About Workcube Objects

Installment Advance Requests

It is used to enter, approve or reject employee wage requests other than salaries in installments.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core