Requesting for Advances or Additional Payments

Select the “Request for Advances or Additional Payments” link from the left pane.

The “Request for Advances or Additional Payments” page appears.

The system displays the following

Date Format

The date format that is applicable to the login user.

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Enter the following in the header.

Reimbursement Claim Unit

From the drop-down list box, select the reimbursement claim unit in which you must apply for advances or additional payment details.

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To record request for advances or additional payment details for multiple employees

Enter the following in the multiline.

Employee Code	The employee code of the employee for whom you must record the advances or additional payment details. Help available
Advance Type	From the drop-down list box, select the type of advance. Example, Air Ticket Booking, Transport etc;
Reason	The reason for claiming advances or additional payments.
From Date	The date from which the advances for the claim or the additional payments is applicable. Example, if the advance type selected is “Air ticket booking” and the employee books the air ticket for a specific period, you must enter the start date as the “From Date”.
To Date	The date until which the advances for the claim or additional payments is applicable. Example, if the advance type selected is “Air ticket booking” and the employee books the air ticket for a specific period, you must enter the end date as “To Date”.
Payment Period	The date on which the amount to be paid in payroll.
Amount/ Unit Availed	The amount claimed as advances against the reimbursement claim or the number of units availed by the employee as overtime.
Additional Remarks	Any additional comments entered by the user for the Additional or Advance payment.

Select the “Save” pushbutton to save the request for advances and payment details as Draft.

The system displays the following in the multiline.

Employee Name	The name of the employee for whom you must record the advances or additional payment details.
Position Title	The position title held by the employee.
Department Description	The department to which the employee belongs.
Job Title	The job title held by the employee.
Grade Description	The description of the grade to which the employee is mapped.
Reporting To	The employee code of the supervisor of the employee.
Status	The system displays the Status as “Draft”.

Select the “Submit” pushbutton to submit the record(s) in the multiline for authorization

The system displays the following in the multiline.

Status

The system displays the status as “Pending for Authorization”.

To edit/ view the advances or additional payment details of employees’

Enter the following search criteria values, in some or all of the following fields in the header.

Employment Unit	From the drop-down list, select the employment unit of the employee.
Employee Code	To retrieve the records of all employees whose employee codes contain specific characters, type in the character(s) in any combination with wild cards. Example, ECC1, will search for those employee codes that start with ECC1. Other examples are ECC1 and EC*C1.
Employee Name	To retrieve the records of all employees whose employee names contain specific characters, type in the character(s) of these employee names in any combination with wild cards. Example, Rob, will search for those employee names that start with Rob. Other examples are Rob and Rb.
Advance Type	From the drop-down list box, select the advance type for which you require to retrieve the advances or additional payment details of the employees.
Amount	The advance amount for which you require to retrieve the advances or additional payment details of the employees.
Date From	The date from which you require to retrieve the advances or additional payment details of employees.
Date To	The date until which you require to retrieve the advances or additional payment details of employees.
Status	From the drop-down list box, select any one of the following statuses for which you require to retrieve the records of employees Draft Pending for Authorization Authorized Rejected

Select the “Search” pushbutton.

The system displays the details of those employee records that satisfy your search criteria. The system displays the comments in the “Authorizer Comments” field if the status of the record is “Authorized”.

Edit the details, if required.

Note: You cannot edit the details of the authorized and rejected record(s).

Select the “Save” pushbutton to save the record(s) as a Draft.
Select the “Submit” pushbutton to submit the record(s) for authorization.

6 Hyperlinked topics below

Page Objective

Use this page to record, edit or view the request for advances or additional payments for multiple employees.

What you can do in this Page

To record request for advances or additional payment details for multiple employees

To edit/ view the advances or additional payment details of employees’