HR platform: Employee 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.

This feature allows you to create a new benefit category, edit the information if it changes, and delete the record if it is no longer relevant. However, it is not used to assign the monetary value of the benefit nor to allocate the benefit to an employee. To assign the monetary value and designate which employee will receive this benefit, refer to the following article.

Warning

Employee benefits do not sync over to the Payroll platform. This means your organisation's payroll admin will need to enter this information manually into the Payroll platform.

Availability 

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

Getting started

Create an employee benefit
  1. Click the Payroll Settings menu.
  2. Click the Employe Benefits submenu.
  3. Click the Add New Benefit button.
    Allowance_1.jpg
  4. Complete the Name field.
  5. Set the Payroll Notification toggle switch to Yes.

    Warning

    Set the Send Payroll Notification toggle switch to Yes. If you set the toggle switch to No, then your organisation's payroll admin will not receive a notification to assign this benefit to your relevant employees in the Payroll platform.

  6. Click the Save button.
    Allowance_2.jpg

Maintain

Edit an employee benefit
  1. Click the Payroll Settings menu.
  2. Click the Employe Benefits submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    Allowance_3.jpg
  5. Make the required changes and click the Save button.
    Allowance_4.jpg
Disable an employee benefit

Important

The disabling of an employee benefit is only available when an employee benefit has no active employees.

  1. Click the Payroll Settings menu.
  2. Click the Employe Benefits submenu.
  3. Click the Actions button.
  4. Click the Disable button. 
    Allowance_5.jpg
Enable an employee benefit

Important

The employee benefit enabling feature is only available when an employee benefit shows an inactive status.

  1. Click the Payroll Settings menu.
  2. Click the Employe Benefits submenu.
  3. Click the Actions button.
  4. Click the Enable button.
    Allowance_6.jpg
Delete an employee benefit

Important

The deleting of an employee benefit is only available when an employee benefit has no active employees.

  1. Click the Payroll Settings menu.
  2. Click the Employe Benefits submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Allowance_7.jpg
  5. Click the Delete button.
    Allowance_8.jpg
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