Salary Advances
Manage employee salary advance requests with configurable limits, installment plans, and approval workflows.
Salary Advance List
The Salary Advances screen shows all submitted advance requests with amount, installments, and status.
Columns
| Column | Description |
|---|---|
| Employee | Employee who requested the advance |
| Amount | Total amount of the salary advance |
| Installments | Number of monthly installments for repayment |
| Remaining | Amount still to be deducted from future salaries |
| Status | Current approval status of the advance |
| Date | Date the advance was requested |
| Actions | Approve, reject, or view installment details |
| Employee | Amount | Date | Deduct From | Status |
|---|---|---|---|---|
| Ahmed M. | 2,000 EGP | 2025-04-01 | April 2025 | Approved |
| Sara A. | 1,500 EGP | 2025-04-05 | April 2025 | Pending |
| Mona I. | 3,000 EGP | 2025-03-20 | March 2025 | Deducted |
Create Salary Advance
To request a salary advance, click the "Add" button and fill in the following fields:
| Field | Type | Description | Required | Example |
|---|---|---|---|---|
| Employee | Dropdown | Select the employee requesting the advance | ✅ | — |
| Advance Amount | Number | The amount of the salary advance | ✅ | 2,000 EGP |
| Installments | Number | Number of monthly installments to repay | ✅ | 4 |
| Reason | Text | Reason for the advance request | ❌ | Medical emergency |
Maximum Amount Rules
The system enforces configurable rules to limit salary advance amounts:
| Rule | Description |
|---|---|
| Maximum Percentage | Advance cannot exceed a percentage of the employee's monthly salary (e.g., 50%) |
| Existing Advances | Outstanding advance balance is subtracted from the available limit |
| Request Frequency | Limits how often an employee can request advances (e.g., once per month) |
Approval Workflow
Salary advance requests go through a structured approval process:
Employee Submits
The employee submits the advance request with the desired amount and installment plan.
System Validates
The system checks the request against maximum amount rules and existing balances.
Manager Reviews
The manager receives a notification and reviews the advance request.
Payroll Integration
Upon approval, the installment schedule is created and deductions start from the next payroll cycle.
Installment Tracking
Approved advances are tracked through an installment schedule:
The system automatically deducts the installment amount from each monthly salary until the advance is fully repaid. The remaining balance is updated after each payroll cycle.
Example: Salary Advance Request
Khaled needs an emergency salary advance of 2,000 EGP to be repaid over 4 months:
Submit Request
Khaled opens Salary Advances, clicks "Add," enters amount 2,000 EGP, selects 4 installments, and adds reason "Medical emergency."
System Validation
The system confirms 2,000 EGP is within 50% of Khaled's salary and he has no outstanding advances.
Manager Approval
Khaled's manager approves the request. The installment plan is created: 500 EGP × 4 months.
Monthly Deductions
500 EGP is automatically deducted from Khaled's salary each month for 4 months until the advance is fully repaid.