HR employee file: Employee benefits (Allowances)

Overview

Employee allowances can range from providing remote employees with a daily spending quota, right through to providing a travel allowance if the employee is regularly on the road for work. There can be many types of allowances offered, so having a register where you can record which of your employees is receiving what allowance will reduce your administrative time spent in this area.

The Employee Benefits feature within an employees file is where you assign your organisations allowances and you can specify details such as the name, amount, start date, end date, team and add in any required comments. You can also use this feature to edit any information if it changes and delete a record that is no longer required.

Before being able to assign a benefit to an employee, you will need to create the benefit categories first within Payroll Settings. To read further information on how to create these categories refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Maintain

Assigning a benefit
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs a benefit assigned.
  4. Click the Employee Benefits tab.
  5. Click the Add a New Benefit button.
    Allowance_1.jpg
  6. Complete the following fields:
    • Name.
    • Amount.
    • Start date.
    • End date.
    • Team.
    • Comment.
  7. Click the Save button.
    Allowance_2.jpg

Maintain

Editing an assigned benefit
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their benefit edited.
  4. Click the Employee Benefits tab.
  5. Click the Actions button.
  6. Click the Edit button.
    Allowance_3.jpg
  7. Make the required changes and then click the Save button. 
    Allowance_4.jpg
Deleting an assigned benefit
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee that needs their benefit deleted.
  4. Click the Employee Benefits tab.
  5. Click the Actions button.
  6. Click the Delete button.
    Allowance_5.jpg
  7. Confirm the affected team and then click the Delete button.
    Allowance_6.jpg
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