Getting started with Employee Advance in Viindoo

Based on actual demand, Viindoo system provides the feature of Employee Advance that allows users to operate and manage the employee advance process as follows:

  • Employees have the advance request when there is the need for advance to perform the jobs such as: going on a business trip, producing, trading, etc.

  • The company reviews, approves, and pays the advance then.

  • The company reconciles the employee’s advances.

Install app and grant access rights

Install app

To use the Employee Advance feature, navigate to Viindoo Apps, enter “Employee Advance” in the search bar and click on the Install button.

Install the Employee Advance app

Grant access rights

After successfully installing, you could grant access rights for users.

Navigate to Settings > Manage Users.

Manage users

Find the user that you want to grant access rights.

Select the user that you want to grant access rights

Click on Edit.

Edit user access rights

Select the access rights that you want to grant to the user.

Grant advance right to the user
  • Blank: The user is not granted the advance rights and they could not view, access the Employee Advance app.
  • User: The user has the right to create advance requests oneself and keep track of the advance process on approval, payment and reconciliation.
    Grant User access rights
  • Approver:
    • The Approver user could view or create advanced requests for other users.

      Approval access rights granting
    • In case the Approver is also the manager of the advance request creator, the first approval could be approved on the advance request note.

      Click on Approve First approval status
  • Administrator:
    • The Administrator could be the final approver on the request. In addition, the Administrator has access to the Employee Advance Analysis.
      Employee Advance report
    • If the user is also granted the settings right on the Administrator access rights, the Administrator could access Configuration.
      Configuration
      Configuration