Requests

How to Add a Leave Request in the PayPeople Mobile App? #

 

Employees can easily submit leave requests through the PayPeople Mobile App by following the steps outlined below:

 

• Log In to the Mobile App
  • Open the PayPeople Mobile App on your device and log in using your credentials.
• Access the Request Module
  • From the home screen, tap on the “+” icon.

 

 

• Choose the Request Type
  • Select the request type Leave Request from the list provided.

 

 

• Choose the Leave Type
  • Click Select Leave Type button.

 

 

• • Select the appropriate leave type (e.g., Annual Leave, Sick Leave, Casual Leave) from the list provided.

 

 

• Set the Leave Dates
  • Click the Select Date Range button to choose the desired dates.

 

 

• • Select the Start Date and End Date from the date calender.
  • For single-day leave, both dates should be the same.
  • Click done button.

 

 

• Provide Additional Information (Optional)
  • You can change date by click Change selected dates button.

 

 

• • Enter the reason for leave in the comments or description field, if required by click message icon button.
  • If applicable, upload supporting documents (e.g., medical certificates) using the Upload option on top right corner.

 

• Review Leave Balance
  • Check your available leave balance displayed on the screen to ensure you have enough leave days for the selected type.
• Submit the Leave Request
  • After reviewing the details, tap on the “Submit” button.

 

 

• • A confirmation popup will appear; click ‘Yes, Do it’ to proceed.
  • You will receive a confirmation notification once the request is successfully submitted.

 

 

• Your request will be show on approver dashboard for approval.

How to Add an Attendance Regulation Request in the PayPeople Mobile App? #

 

Employees can submit attendance regulation requests directly from the PayPeople Mobile App. Follow the steps below to submit a request:

 

• Log In to the Mobile App
  • Open the PayPeople Mobile App and log in using your credentials.
• Navigate to the Request Module
  • From the main menu, tap on the “+” icon.

 

 

• Select the Attendance Regulation
  • From the list, tap on the “Attendance Regulation” option.

 

 

• Select the Date
  • Tap on the Select Date Range field to choose the date for which you need to request attendance regulation.

 

 

• • Select the Start Date and End Date from the date calender.
  • For single-day leave, both dates should be the same.
  • Click done button.

 

 

• Edit Attendance Details
  • Check the checkbox for the specific day you want to edit the attendance.

 

 

 

 

• • Tap on the Edit icon to start modifying the attendance details.
  • Add Remarks by remarks button.

 

 

• Adjust the Clock In and Clock Out times by selecting the appropriate times on the clock.
• Click Confirm button.

 

 

• Submit the Request
  • Review the details you’ve entered and tap on the Submit button.
  • A confirmation notification will appear once your request is successfully submitted.

 

 

• Your request will be sent to the designated approver (manager or HR or Admin) for approval.

 

How to Add a Loan Request in the PayPeople Mobile App? #

 

Employees can easily submit loan requests through the PayPeople Mobile App. Follow these steps to complete your loan request:

• Log In to the Mobile App
  • Open the PayPeople Mobile App on your device and log in using your credentials.

• Access the Request Module
  • From the main menu, tap on the “+” icon.

 

 

• Access the Loan Request Module
  • From the list, tap on the “Loan” option.

 

 

• Select Loan Type
  • Choose the loan type (e.g., Loan, Advance, PF, or any other type created by the admin).

 

• Fill in Loan Details
  • Loan Recovery Method: Select the method of payment recovery whether to deduct from per month’s salary or by cash.
  • Payment Installment Amount: Select the installment method in which you want to deduct the loan from the employee’s salary whether Fixed Amount Percentage of Basic Salary.
  • Add Loan Taken Date & Payment Start Date.

 

 

• Enter the Loan Amount.
• Enter deduction value:  If the deduction is in Percentage(%), enter the percentage value in the “Deduction Field” Alternatively, if you selected a fixed amount in the “Payment Installment Amount” section above, enter amount.

 

 

• Submit the Loan Request
  • Tap on the Submit button to send your request for approval.
  • Add Remarks/Description.
  • Click Done button.
  • A confirmation notification will appear once the request is successfully submitted.

 

 

• Your loan request will be sent to the designated approver (manager or HR or Admin) for approval.

 

How to Add an Expense Request in the PayPeople Mobile App? #

 

Employees can submit expense requests through the PayPeople Mobile App quickly and efficiently. Follow these steps to create and submit your expense request:

 

• Log In to the Mobile App
  Open the PayPeople Mobile App and log in using your credentials.
• Access the Request Module
  • From the main menu, tap on the “+” icon.

 

 

• Access the Expense Request
  • From the list, tap on the “Expense” option.

 

 

• Enter Expense Details
  • Expense Category: Select the category of expense (e.g., Travel, Meals, Accommodation, or any other type created by the admin).
  • Actual Amount: Enter the amount of the expense.
  • Expense Date: Choose the from and to date of the expense.
  • Enter a description or reason for the expense in the Remarks field.

 

• • If required, upload supporting documents such as receipts or invoices by using the Upload a file option.
  • Click the Draft button to save your expense request.

 

 

 

 

• Finalize the Expense Request
  • Once the draft is successfully saved, a success message will be displayed, and the app will automatically navigate to the Services screen.
  • Click Expense.

 

 

• • Locate the draft request you wish to finalize in Pending tab.
  • Tap on the draft to open it.

 

 

• • Tap the Edit button to make changes or finalize the request.

 

 

• • Update any necessary details if required, such as expense type, amount, or attached documents.
  • Once satisfied, click Update or Finalize the request by submitting it for approval.
  • After finalization, the request will be sent to the designated approver (manager or HR or Admin) for approval.

 

 

• • Now your request is showing in Pending status.