Advanced Pays

Prerequisites

Ensure that Harmony contains two (2) default payroll categories - 107 (“Salary Advance”, an earnings payroll category) and 401 (“Salary Advance Recovery”, a deductions payroll category). 107 will be used to pay the advanced payment. 401 will be used to recover the advanced payment during your regular payroll.

If you would like to process an advanced pay, please perform the first pay run.

Solution

Processing Advanced Pays

1. Navigate to Processing > Payroll Wizard. 
2. Select the appropriate payroll group in the "Payroll Group" field. 
3. Select the pay period applicable to your advance pay in the "Payroll Process Period" field.
4. Define the "Paycard Type" and "Payment Date" fields as appropriate. 
5. In the bottom half of the page is a list of all payroll categories. Ensure that the 107 payroll category (“Salary Advance”) is selected and the 401 payroll category (“Salary Advance Recovery”) is unselected.
6. Click the save button. 
7. Click the arrow on the right side of the page to navigate to the next step, Timesheets, in the payroll process. 
8. Add in the appropriate employee of whom you’d like to process an advanced pay for. Click the “+” button on the right side of the employee’s row and select “107” from the dropdown field to add it to the employee’s pay. 
9. Enter the appropriate amount for the 107 payroll category. 
10. Click the save button and continue through the payroll process as normal. 

Note: Remember to post your payroll to ensure that you’ve processed the advanced pay!

Recovering Advanced Pays

1. Navigate to Processing > Payroll Wizard. 
2. Select the appropriate payroll group in the "Payroll Group" field. 
3. Select the pay period applicable to your advance pay recovery in the "Payroll Process Period" field.
4. Define the "Paycard Type" and "Payment Date" fields as appropriate. 
5. In the bottom half of the page is a list of all payroll categories. Ensure that the 107 payroll category (“Salary Advance”) is unselected and the 401 payroll category (“Salary Advance Recovery”) is selected.
6. Click the save button and continue through the payroll process as normal. Harmony will automatically calculate the amount that was previously received and deduct from the net pay of the employee. 

Note: Remember to post your payroll to ensure that you’ve recovered the advanced pay!