Now that you have Created your Allowance, you can assign the Allowance to individual employees.

Click Employees in the top navigation, then choose employee you want to assign the allowance to.  Click the Allowances tab.

Click Add Allowance to pull up the Add Allowance form.

The Add Allowance form is where you determine the Allowance Type (the taxable information was already set when creating the allowance type), whether or not it is prorated, and how (by day or hour), the amount of the allowance, the scheme (whether its one time or equally split in payrolls during the month), and a validity period.  Please note that the amount of the allowance is a monthly amount.  

With regard to "Prorated By," "Day" means that as long as an employee works some part of a day (whether tardy or short shift) they will receive their full allowance for that day. "Hour" means that any tardiness or attendance deduction will also affect the allowance.

Note: If an allowance is prorated by day, for any days the employee is absent during the payroll period, the allowance will be deducted accordingly.  The calculation is as follows: allowance * (number of days present during the payroll period/number of working days in the payroll period) = prorated allowance.  If an allowance is prorated by hour, hours are calculated as part days as follows: number of hours present/number of hours of their shift.

Note: If the allowance is prorated, and an employee is absent or has an unworked holiday for the day during the period of the allowance, they will not get the allowance for the day.  This also applies to allowances that are not prorated by day.  Employees do not get allowances for rest days regardless of whether they work on the day or not.

Note: If an allowance assigned to an employee is prorated by day, and the employee is not entitled unworked holidays, the employee will not get his allowance for the day if he does not work on the holiday.

Note: If an allowance assigned to an employee is prorated by day and the employee goes on leave, they will get their allowance for the day if the leave is paid, but they will not get their allowance for the day if the leave is not paid.

  • Per Pay - the employee will receive the allowance every time they get paid
  • First Pay of the Month - the employee will receive the allowance during the first pay of the month
  • Last Pay of the Month - the employee will receive the allowance during the last pay of the month
  • Per Month, Split Equally - the employee will receive the monthly amount of the allowance split equally among how many pay periods there are in the month

The Valid From and Valid To fields will indicate the validity period of the allowance. Please note that if the allowance validity period only covers part of a payroll period, the allowance will still be given during that payroll period.

Click Add.

You can now see the allowance that has been assigned to the employee.  You can also make edits to the allowance you have assigned.