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Allowance Management ​

The Allowances section within the Payroll module of the HRMS enables HR professionals to manage employee allowances effectively. Users can create, view, edit, and delete allowances, ensuring all allowance-related details are accessible and organized.

Accessing the Allowances Section ​

  • Navigate to Payroll:
    • On the left side menu, click on Payroll.
    • Select Allowances from the dropdown list.
    • The Allowances page displays a list of all allowances in a table format.

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Working with the Allowances Table ​

The Allowances table provides a detailed view of all defined allowances, with columns for:

  • Allowance: The name of the allowance.
  • Specific Employees: Employees selected to receive this allowance.
  • Excluded Employees: Employees excluded from receiving this allowance.
  • Is Taxable: Indicates if the allowance is taxable.
  • Is Condition Based: Shows if the allowance is based on specific conditions.
  • Condition: The criteria used to determine eligibility for the allowance.
  • Is Fixed: Indicates if the allowance amount is fixed.
  • Amount: The monetary value of the allowance.
  • Based On: The attribute used for conditional allowances (e.g., Basic Pay).
  • Actions: Buttons to view, edit, or delete the allowance.

Filtering and Grouping Allowances ​

  • Filter Allowances:
    • Click on the Filter button to narrow down allowances based on specific criteria like taxable status, condition, or specific employees.

Creating a New Allowance ​

  • Click on the + Create button at the top-right corner of the Allowances page.
  • Fill in the allowance details:
    • Title: Enter the name of the allowance.
    • One-Time Date: Set a specific date for one-time allowances, if applicable.
    • Include All Active Employees: Toggle on if the allowance applies to all employees.
    • Specific Employees: Select specific employees, if applicable.
    • Is Taxable: Toggle on if the allowance is taxable.
    • Is Fixed: Toggle on if the allowance amount is fixed.
    • Amount: Enter the amount of the allowance.
    • If Condition Based: Toggle on if the allowance depends on conditions.
    • Condition: Select the condition and value (e.g., Basic Pay > 5000).
    • Filter: Further filter based on criteria such as department, position, etc.
  • Save the allowance by clicking the Save button.

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Editing and Deleting Allowances ​

  • To Edit an Allowance:
    • Click the Edit icon next to the allowance in the Actions column.
    • Make the necessary changes and save.
  • To Delete an Allowance:
    • Click the Delete icon next to the allowance in the Actions column.
    • Confirm the deletion.