Three approval screens sit under HRM › Add Approval, one per kind of request:
| Screen | For |
|---|---|
| HRM › Add Approval › Advance Salary | Money paid to an employee ahead of payday |
| HRM › Add Approval › Increment | A pay rise waiting to be approved |
| HRM › Add Approval › Salary Plan | A new or changed salary plan waiting to be approved |
Each request carries a status — pending until somebody with the right privilege approves it, then approved.
Advance salary
Paying an advance is a money movement, so the screen asks for the accounts it should be posted against, the same way paying a salary does. Once approved and paid, it is recovered from later salaries rather than being written off.
Use HRM › Salary › Pay Advance Salary to make the payment after approval.
Increment approvals
The increment list can be filtered by month, so you can look at, for example, every July increment together instead of scrolling the whole year.
Steps
- Raise the request on the relevant HRM › Add Approval screen
- Someone with approval rights opens the same screen and approves it
- For an advance, pay it on HRM › Salary › Pay Advance Salary
- Approved increments take effect on the next calculation
Common confusion
"Approve does nothing / is not there." Approving is privilege-controlled. A user without it can raise a request but not approve it — ask an administrator.
"An approved increment did not change the pay." It only moves lines ticked Incrementable on HRM › Allowances and Deductions, and it applies from the next calculation, not to a month already calculated.
Watch
📺 EMPLOYEE ADVANCE SALARY & APPROVAL SYSTEM — https://youtu.be/BXf50E-UL2Q 📺 EMPLOYEE INCREMENT SETTING & APPROVAL — https://youtu.be/jemZNy-psHg