Assign employee benefits (Allowances) | HR Employee File

Employee allowances can range from providing remote employees with a daily spending quota, right through to providing a travel allowance. 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.

The Employee Benefits feature within an employees file is where you assign your organisations 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 receive a prompt to make the necessary updates in your organisations payroll platform.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Daily activities

Assigning a benefit
  1. Click the   People menu.
  2. Click the Employee List submenu.
  3. Select the employee that needs a benefit assigned.
  4. Click the Employee Benefits tab.
  5. Click the Add a New Benefit button.
    Benefits__MY__1.jpg
  6. Complete the following fields:
    • Name.
    • Amount.
    • Start date.
    • End date.
    • Team.
    • Comment.
  7. Click the Save button.
    Benefits__MY__2.jpg

Editing data

Editing an assigned benefit
  1. Click the   People menu.
  2. Click the Employee List submenu.
  3. Select the employee that needs their benefit edited.
  4. Click the Employee Benefits tab.
  5. Click the Actions button.
  6. Click the Edit button.
    Benefits__MY__3.jpg
  7. Make the required changes and then click the Save button. 
    Benefits__MY__4.jpg

Deleting data

Deleting an assigned benefit
  1. Click the   People menu.
  2. Click the Employee List submenu.
  3. Select the employee that needs their benefit deleted.
  4. Click the Employee Benefits tab.
  5. Click the Actions button.
  6. Click the Delete button.
    Benefits__MY__5.jpg
  7. Confirm the affected team and then click the Delete button.
    Benefits__MY__6.jpg

Author recommended

So you have now assigned allowances nd you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

  • 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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