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Set up allowance types

Create allowance types with an amount, accrual basis, category and accounting codes. Note that the cap per pay cycle setting isn't currently enforced.

Updated
On this page
  1. Steps
  2. Important
  3. Ways to apply allowances

Steps

  1. Open the claims and allowances settings and go to allowance types.
  2. Add an allowance type.
  3. Enter the name, amount and accrual basis.
  4. Choose a category and set whether it's active.
  5. Add the cost centre or GL code if needed.
  6. Save.

Important

A cap per pay cycle may appear in the form, but it isn't currently enforced. Check totals in payroll if you rely on a cap.

Ways to apply allowances

More in Claims and allowances

  1. Add a pre-approved claim from the day drawer
  2. Apply for a claim on the web
  3. Assign an allowance to a day or shift
  4. Attach an allowance to a shift code
  5. Give an employment type a recurring allowance
  6. Remove an unpaid claim or allowance
  7. Review pending claims
  8. Set up allowance types
  9. Set up claim types