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HR

Loans and salary advances

Updated in 5.20.43

A person asks for a loan or a salary advance. It is approved, paid out, and repaid by each payroll run until nothing is left.

Where

HR › HR Payroll › Pay › Loans & advances · your own: My loans and advances on My Space

Who

Everyone allowed to ask sees their own; approvers and payroll see their team's or everyone's.

Ask for a loan or advance

1
Press + Ask for a loan or advance.
2
If you may ask for others, choose the Employee, or Myself. Choose the Kind: Loan or Salary advance.
3
Type the Amount, in the currency of the salary it is repaid from. For a loan give the Monthly instalments; a salary advance is repaid in one. Choose the First repayment month and say What it is for.
4
Press Send for approval. The loan is Waiting for a decision.
When the company has set a smallest loan or advance, the form says it, and an amount below it cannot be sent. It is set on the Rules tab of HR › HR setup, as Smallest loan or advance, in the salary currency of the person who asks. Empty means no minimum.

Decide and pay out

1
Press Decide on the row, then Approve, or Refuse with a Note (needed to refuse).
2
When the money is given, press Pay out, choose how it was Paid through and the Day, and press Save. The loan is Being repaid.
3
Each payroll run takes the instalment from the payslip until nothing is left. Settle early closes the loan when the rest is paid at once.

Read a loan

Loans & advances: each loan with its amount, instalment, what is left and its status

Each row shows the kind and what it is for, the Amount, the Instalment, the First repayment month, what is Left to repay and the Status: Waiting for a decision, Approved, Refused, Being repaid or Settled.

Under it each repayment is listed, for example Instalment 1: 50.000 JOD on 2026-10, with its payroll run and its payslip; a repayment whose run is still open says so. The payslip names the loan the other way round: see Run the payroll.

Before: Run the payroll · Next: Recruitment

Questions

Where is “Loans and salary advances” in Zyntra OS?

HR › HR Payroll › Pay › Loans & advances · your own: My loans and advances on My Space

Who can use “Loans and salary advances”?

Everyone allowed to ask sees their own; approvers and payroll see their team's or everyone's.