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How to Manage Your Salary Advance

Overview

This guide explains how employees can request, view, edit, and delete their own salary advance applications in the Self-Service Portal of the Payroll Workspace. You’ll learn how to submit a new salary advance request, track its approval status, and manage existing requests as needed.

The self-service salary advance feature enables employees to apply for salary advances directly from their profile, while giving payroll administrators visibility to review and approve requests.

Prerequisites

  • Access to the Payroll workspace platform
  • Accurate salary advance details (moratorium, amount, and remarks)

When You Need This

  • Requesting a salary advance
  • Reviewing the approval status of your submitted salary advance
  • Updating the amount or remarks of an existing request (before processing)
  • Cancelling or deleting salary advance requests that are no longer valid

Step-by-Step Instructions

Step 1: Access the Salary Advance Page

  1. Log into your Organogram Payroll workspace at payroll.organogram.app.
  2. From the left-hand sidebar, click "Profile".
  3. Under Profile, select "Salary Advance".

Self Service Salary Advance Navigation


Step 2: Submit a New Salary Advance

  1. On the Salary Advance page, click the "Add New" button.
  2. The Add Salary Advance form will appear.

Self Service Add Salary Advance Form

Fill in the following fields:

  • Moratorium – Select the repayment start date using the datepicker
  • Amount – Enter the amount you are requesting as an advance.
  • Remarks – Add any notes or comments to support your request.
  1. After filling in the form, click the "Save" button.
  2. A notification will appear: "Salary advance created successfully".
  3. The newly submitted request will display in the Salary Advance Table.

Step 3: Edit a Salary Advance

  1. In the Salary Advance Table, locate the request you want to update.
  2. Click the three-dot menu icon (⋮).
  3. Select "Edit".
  4. The Edit Salary Advance form will open, pre-filled with the existing details.

Self Service Edit Salary Advance

  1. Update the Amount or Remarks as needed.

⚠️ Note: The Moratorium field cannot be edited once the request is created.

  1. Click "Save".
  2. A notification will appear: "Salary advance updated successfully".

Step 4: Delete a Salary Advance

  1. In the Salary Advance Table, click the three-dot menu icon (⋮) next to the request you want to remove.
  2. Select "Delete".
  3. A confirmation dialog will appear asking if you want to delete the salary advance request.
  4. Click "Yes" to confirm.
  5. A notification will appear: "Salary advance deleted successfully".

What You’ll See After Submitting

  • Your submitted salary advances appear in the Salary Advance Table.
  • Each row displays Moratorium, Amount, Remarks, Submission Date, and Status.
  • The Status column will show whether the request is Pending, Approved, or Declined, depending on payroll administrator review.

Self Service Salary Advance Table