Employee benefit allowances | HR Web Platform

Overview

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.

This feature allows you to create a new benefit category, edit the information if it changes, and delete the record if it is no longer relevant. However, you can not assign the monetary value of the benefit nor allocate the benefit to an employee. To assign the monetary value and specify which employees will receive this benefit, refer to the following article.

Availability

HR Plan:   Premium   Platinum

Getting started

Create employee benefit
  1. Click the   Settings menu.
  2. Click the Employee Benefits submenu.
  3. Click the Add New Benefit button.
    Allowance_1.jpg
  4. Complete the Name field.
  5. Set the Payroll Notification toggle switch to Yes.

    Warning

    Set the Send Payroll Notification toggle switch to Yes. If you set the toggle switch to No, then your organisation's payroll admin will not receive a notification to assign this benefit to your relevant employees in the payroll platform.

  6. Click the Save button.
    Allowance_2.jpg

Maintain

Edit employee benefit
  1. Click the   Settings menu.
  2. Click the Employee Benefits submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    Allowance_3.jpg
  5. Make the required changes and click the Save button.
    Allowance_4.jpg
Disable employee benefit

Important

The feature is only available when an employee's benefit has no active employees.

  1. Click the   Settings menu.
  2. Click the Employee Benefits submenu.
  3. Click the Actions button.
  4. Click the Disable button. 
    Allowance_5.jpg
Enable employee benefit

Important

The feature is only available when an employee's benefit shows an inactive status.

  1. Click the   Settings menu.
  2. Click the Employee Benefits submenu.
  3. Click the Actions button.
  4. Click the Enable button.
    Allowance_6.jpg
Delete employee benefit

Important

The feature is only available when an employee's benefit has no active employees.

  1. Click the   Settings menu.
  2. Click the Employee Benefits submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Allowance_7.jpg
  5. Click the Delete button.
    Allowance_8.jpg
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