Claims and allowances
Set up claim and allowance types and record, review or remove claims and allowances.
Guides
- Add a pre-approved claim from the day drawerManagers can add a claim directly for an employee's day from the Timesheets day drawer. Claims added this way are pre-approved.
- Apply for a claim on the webSubmit a claim for an employee by choosing the claim type, amount, description and what it relates to, and attaching a receipt. The claim then waits for approval.
- Assign an allowance to a day or shiftAdd a one-off allowance for an employee from the Timesheets day drawer, linked to either the date or a specific shift.
- Attach an allowance to a shift codeAdd an allowance to a shift code so it's included automatically when someone in the chosen role works that shift.
- Give an employment type a recurring allowanceSet an allowance on an employment type so everyone with that employment type receives it regularly.
- Remove an unpaid claim or allowanceRemove a claim, allowance or line item that hasn't been paid yet from the day's Modifications in Timesheets.
- Review pending claimsCheck the amount, type and receipt on pending claims and approve or reject them so approved claims can be paid.
- Set up allowance typesCreate allowance types with an amount, accrual basis, category and accounting codes. Note that the cap per pay cycle setting isn't currently enforced.
- Set up claim typesCreate the claim types employees can submit, such as transport or meals, with category, limit, receipt requirement and accounting codes. Edit or archive them later.