¶ Company and Department
HR chooses which departments in which companies can apply. An employee outside those can't apply: "Advance salary application is not enabled for your company and department."
This page explains the rules behind salary advances: who is eligible, when requests are accepted, and the stages a request goes through before it is paid.
Employees apply and managers approve from the UtopiaSpace mobile app. Accounts Payable submits approved advances to the bank from Finance Space.
Two settings decide whether an employee can apply. HR controls both.
HR chooses which departments in which companies can apply. An employee outside those can't apply: "Advance salary application is not enabled for your company and department."
Requests are only accepted between the opening and closing date set by HR. Outside it: "Advance salary request window is currently closed. Please contact HR."
The employee's supervisor is the first approver. An employee without one can't apply.
The status a request has at each stage.
| Status | Waiting for | What happens |
|---|---|---|
pending_department_manager | The employee's supervisor | Approve, approve with a different amount, or reject. Rejecting requires a remark. |
pending_hq_hr | HQ HR | Approve, approve with a different amount, or reject. |
pending_accounts_payable | Accounts Payable | AP submits the advance to the bank from Finance Space. |
bank_submitted | Nothing | Submitted to the bank. This is the final stage. |
rejected | Nothing | Rejected at the manager or HR stage. |
Account Space has an Advance Salary Verification page for an Accounts check between HR and AP. HR approval currently moves the request straight to pending_accounts_payable, so requests do not stop at Accounts verification. The database function that the verification page calls was not found in the database. Check with the development team before relying on the Accounts verification step.
The functions that enforce these rules.
| Function | Purpose |
|---|---|
salary_advance_submit | Employee submission. Checks the window and supervisor. |
enforce_salary_advance_applicant_eligibility | Trigger. Checks company and department eligibility. |
salary_advance_manager_review | First approver's decision, with an optional amount override. |
salary_advance_hr_review | HQ HR decision. |
salary_advance_accounts_payable_submit | AP marks the request as submitted to the bank. |
salary_advance_set_window / salary_advance_set_eligibility_config | HR settings. |
salary_advance_delete_own | Employee deletes their own request. |