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Assign an Allowance to an Employee

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Estimated reading time: 2 min
Using Verde HR you can assign Allowances  from the Allowance List  to an employee. You can also track the history of any allowances the employee has received.

You can assign an Allowance to an employee in the Employee section of Verde HR. To assign an Allowance to an employee, log on to the software. It will automatically open in Self-Serve on the My Holidays page; Click on Employee (see 1 on the screenshot below) it will open the Employee List  then select the employee you wish to assign the Allowance to. This will open up the Employee Details for that employee. Select Organisation (see 2 on the screenshot below) from the side menu this will open a new page, from the top menu on this page  select Allowances (see 3  on the screenshot below) from that menu.

How to Assign an Allowance to an Employee

Select the Allowance you are going to assign to the employee from the dropdown list in the Allowance Title field (see 4 on the screenshot below). N.B. Allowances must be created in Admin before they can be assigned to an employee

Optional, you can add notes about the allowance in the notes field (see 5 on the screenshot below).

Select the date the Allowance was assigned from the calendar in the  Date/Time Assigned  field (see 6 on the screenshot below). Set the Allowance as “Active” from the dropdown menu in the Active box (see 8 on the screenshot below).

You can set an end date for allowance to an employee by populating the Expired field with the appropriate date (see 7 on the screenshot below)

This is an aide memoir and doesn’t remove the allowance from the Employee list. To remove it from the list in self serve you must set the Allowance as inactive by selecting “Not Active” from the drop down list in the Active box (see 8 on the screenshot below).

Click on Save (see 9 on the screenshot below) to save the details of the asset assignment.

N.B If you do not click on save, the asset assignment will be lost, once you clear the form, or move to another page.

You can create a new record by pressing clear (see 14 on the screenshot below). This will clear the form and allow you to create a new record by following the steps outlined above.

How to amend an employee allowance

To open an existing Allowance select the Allowance from the list (See the highlighted section 10 in the screenshot below) and select the Edit button (See 11 in the screenshot below)

To delete an Allowance select the category from the list (See the highlighted section 10 in the screenshot below) and select the Select button (See 11 in the screenshot below) when the Allowance is open, you can delete it by pressing the Delete button (See 12 in the screenshot below)

When you delete an Allowance, you must click on Save to save your changes,  otherwise the Allowance will be reinstated when you move to a new page or press clear to create a new expenses category.

View an employee’s Allowance History

You can see all the allowances an employee has claimed by clicking on History (See 11 in the screenshot below) , this will open a list on each line you will see the allowance, that date it was claimed and the value. You will also see the current status of the claim, i.e. Submitted, Approved, Not Approved, Under Review, Other.

Screen Shot

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