Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access levels: Admin
Employee allowances can range from providing remote employees with a daily spending limit, right through to providing a travel allowance. There are many types of allowances offered. Having a register where you can record which of your employees is getting what allowance will make it easier to manage this area.
The Employee Benefits feature within an employee's file is where you assign your organisation's 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.
Important
You will use the Benefits feature for record-keeping purposes. Only the Benefits (allowances) set-up does not sync through to your payroll platform. However, we will notify your payroll admin when you add a benefit so they know to make the changes in your company's payroll classic platform.
Daily activities
- Click the People menu.
- Click the Employee List submenu.
- Select the employee that needs a benefit assigned.
- Click the Employee Benefits tab.
- Click the Add a New Benefit button.
- Complete the following fields:
- Name.
- Amount.
- Start date.
- End date.
- Team.
- Comment.
- Click the Save button.
Editing data
- Click the People menu.
- Click the Employee List submenu.
- Select the employee that needs their benefit edited.
- Click the Employee Benefits tab.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and then click the Save button.
Deleting data
- Click the People menu.
- Click the Employee List submenu.
- Select the employee that needs their benefit deleted.
- Click the Employee Benefits tab.
- Click the Actions button.
- Click the Delete button.
- Confirm the affected team and then click the Delete button.
Explore related content
- HR Employee File: Certifications This feature allows your employees to complete their assigned certifications, update the data if it expires, and view a document history log.
- HR Employee File: Banking Details This feature allows you to add an employee bank account, specify the account number, and how much to pay into each of their accounts.
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