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Create an Employee Allowance

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Create an Employee Allowance

To create an allowance, log on to the software. Self-Serve opens automatically in My Holidays; Click on Admin (see 1 on the screenshot below) in the Top Menu, then select Organisation  (see 2 on the screenshot below) from the side menu this will open a new page, select Allowances from the top menu (see 3 on the screenshot below) , this will open the “Allowance Structure” page

To create a  new allowance follow the steps below:

Write the name in the Allowance Name Box  (See 4 in the screenshot below)

This is the name that will show on the drop down list in self serve.

Optional, You write a description in the Full Description box (See 5 in the screenshot below).

Give the Allowance a Value (See 6 in the screenshot below).

The system assumes that allowances are daily allowances that the employee must claim. If for example you pay an annual allowance to be on the call out rota that would not be treated as an allowance in the app. However, if an employee had to claim an allowance on the days he/she were on  standby or for the days he/she was actually called out then that can be set up as an allowance in the application.

Set the allowance as Active or Inactive (See 7 in the screenshot below).

To avoid having a long list of redundant allowance categories in the drop down menus in Employee and self serve set allowances that you no longer use as inactive.

Click Save (See 8 in the screenshot below) to save the newly created Allowance.

N.B If you do not click on save, the newly created Allowance will be lost, once you open another Allowance or move to another page.

To clear the form to create a new Allowance click on the Clear button (See 9 in the screenshot below)

Amend or Delete an existing Allowance

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

To delete an expenses category 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.

Screen Shot

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