This article is designed for: User Type: Admins Access: Web Browser

To set up Allowances for staff, you first need to create the allowances in the Pay Templates and then assign them to the staff members that receive them.
 
If you haven't set up a Pay Template, click here.
 

Creating Allowances

1. Click on the Settings tab, then select Payroll

2. Click on one of your existing Pay Templates to open it.

3. Select the Allowances tab to see a list of allowances available. The allowance types are:

Daily - An allowance unit will be added to payroll for each day a shift is worked.
Hourly - An allowance unit will be added to payroll for each hour worked.
Weekly - An allowance unit will be added to payroll for each week a shift is worked.

4. Xero customers can click on a drop-down to select the specific Pay Item set up in Xero for the allowance. For other payroll platforms, please copy the exact wording of your allowance from your payroll platform and paste the wording into the allowance in ClubsHR.
 
 

Assigning Allowances to Staff

1. Click on the Staff tab. Then select the staff member.
2. Click on the Payroll tab, then click Customise next to each assigned pay template.

3. Click the Allowances tab and toggle ON the allowances required.

4. Click Back and repeat the process for any other pay templates assigned to the staff member, if the allowances are applicable.

 

 

 

 

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