How to manage auto deductions for a salary advance?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > PAYROLL
3. Under the 'Advances' tab, select the employee advance to be managed by clicking 'View'
4. Click 'Edit Advance'
5. Using the 'Action' button, you can either mark it as paid, skip, pending or delete repayment schedule. When skipping a repayment, it is recommended to apply the changes before initiating the payrun for the month. To skip, you can choose to extend the repayment schedule, split the balance or adjust manually.
6. 'Save'
7. To manage the auto deduction from the employee's profile, access the directory by clicking 'View'. Search for the employee by name and click 'View' to open the profile. Under Benefits, select 'Advances'. Click 'Edit Advance' and using the same 'Action' buttons on the right, you can either mark it as paid, skip, pending or delete repayment schedule then 'Save'