The Fields
The InstaCash Admin Dashboard has several fields or panels organized into two pages, which can both be accessed via the navigation bar on the left of the screen.
❗ In compliance with the Data Privacy Act, only the data from the company to which the Admin is affiliated will be displayed.
Cash Advances
Figure 2.0
The first, or default, page shown to the user, this submenu shows a list of information regarding the Cash Advances taken out for the year.
Field Category | Field | Description | Computation |
Totals |
Total Amount borrowed |
Total amount of loans taken out for the year |
Ʃ (Loan Amounts for the Year) |
Total Requests | How many approved requests are there for the year | N/A | |
Paid |
How many loans have been paid |
N/A | |
Outstanding | The number of currently outstanding loans | N/A | |
Requested | The number of requests awaiting disbursement | N/A | |
Cancelled | The number of cancelled requests | N/A | |
Employee Cash Advance Information | Employee | Employee’s full name and corresponding email address ❗ A warning icon and corresponding tooltip will be present to indicate resigned employees |
N/A |
Date Received | Date when an employee received his/her loan disbursement amount, shown in the format: <Month Name> DD, YYYY | N/A | |
Reference Code | Unique alphanumeric identifier assigned to a specific employee loan | N/A | |
Purpose | What the loan was for, which can be among the following:
|
N/A | |
Amount | Amount involved in the specific employee loan | N/A | |
Status | Current status of the loan, which can be any among the following:
|
N/A |
Additional Information
Search Function
Figure 2.1
A search box is provided in order for users to search for specific cash advances. The keywords that can be used include Employee Name, Email, and Reference Code.
Filters
Figure 2.2 - The Filters
To facilitate searching for specific Cash Advance entries, filters for the following are available:
- Date Range
-
Loan Status, with the available options:
- Paid
- Outstanding
- Requested
- Cancelled
-
Employee Status, with the following options:
- Active
- Resigned
-
Purpose, with the following options:
- Education
- Medical
- Rent/Mortgage
- Travel
- Utilities
- Others
Loan Details
Figure 2.3
Clicking on a specific entry will expand a panel showing more detailed information regarding that particular loan. The fields here are as follows:
Field Category |
Field | Description | Computation |
Loan Amount |
Amount borrowed by an employee.
❗ A Status indicator under the amount will indicate whether the loan is Requested, Outstanding, Paid, or Cancelled |
N/A | |
Request Details | Reference Code | Unique alphanumeric identifier of the loan transaction | N/A |
Purpose |
What the loan is for |
N/A | |
Request Date | When the loan request was filed, shown in the format: <Month Name><DD>, <YYYY> | N/A | |
Release Date | When the loan amount was disbursed, shown in the format: <Month Name><DD>, <YYYY> | N/A | |
Start of Deduction | Date of the first salary deduction associated with the loan | N/A | |
End of Deduction | Date of the final salary deduction associated with the loan | N/A | |
Request Breakdown | Amount to Receive | Loan amount the employee is to receive | N/A |
Convenience Fee | Additional charge amount associated with the loan transaction | N/A | |
Interest |
Amount of interest incurred with the loan
❗ For InstaCash, this will always be a zero amount. |
N/A | |
Late Fees | Amount of late fees incurred | N/A | |
Salary Deduction | Total amount of salary deduction incurred due to the loan |
|
|
Amount Per Pay Period
❗ The fields here repeat depending on how many cutoffs the loan payment is spread across |
Pay Period | Pay Period affected by a loan payment, shown in the format: <Month Name><DD>, <YYYY> | N/A |
Payment Status | Corresponding status of the payment for the specific pay period, which can be among the following:
|
N/A | |
Amount to Pay | Amount to pay for the specific pay period | N/A |
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New Feature: InstaCash Admin Dashboard
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