Allowances and Deductions

Step-by-step guide on viewing, creating, and editing allowances and deductions.

4. The screen will appear as below:

 

5. To add an allowance category, click on Add Category. The screen below will appear:

 

Fill in the information as required and click on submit

6. On successful submission, there will be a confirmation pop up and the list of allowances will be updated to include the newly created allowance category.

7. To edit or delete a specific allowance category, click on the three vertical dots on the last column of the category as shown below:

8. Click on Edit, to update/ make changes to an allowance category. Make the adjustments needed  and click on Submit to finalize your changes.

Deductions settings:

 

1. Log into your account
2. Navigate to Payroll >Deductions
3. Click on Deduction Settings on the top right side of the screen to view, create, edit or delete deduction categories.

4. The screen will appear as below:

5. To add a deduction category, click on Add Category. The screen below will appear:

Fill in the information as required and click on submit

6. On successful submission, there will be a confirmation pop up and the list of deductions will be updated to include the newly created deduction category.

7. To edit or delete a specific deduction category, click on the three vertical dots on the last column of the category as shown below:

8. Click on Edit, to update/ make changes to a deduction category. Make the adjustments needed  and click on Submit to finalize your changes.

 

 

 

 

 

 

How to issue deduction and allowances
2.    Navigate to Payroll > Allowances. The screen will appear as below. There is a provision to select the period, country and employee type.

 

3.    To update any of the allowance elements, click on the Edit icon and proceed to edit (Meal allowance is edited in this case).The screen will appear as below. 

 

4.    Update the information and click on save to effect the updates made as shown above. A confirmation message will appear to confirm a successful update.


 

5.    Confirm that this appears in the payroll as well:


 

6.    For Bulk imports, select Bulk Import and the screen below will be displayed:


7.    Fill in the information required and upload the pension file. There is a provision to generate a template for the same. To do that, click on Generate Template

8.    Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save


B.    Deductions
1.    Log into your account
2.    Navigate to Payroll > Deductions. The screen will appear as below. There is a provision to select the period, country and employee type.

 

3.    To update any of the deduction elements, click on the Edit icon and proceed to edit (Laptop Deduction is edited in this case).The screen will appear as below. 

 

4.    Update the information and click on save to effect the updates made as shown above. A confirmation message will appear to confirm a successful update.
 



5.    Confirm that this appears in the payroll as well:

 

6.    For Bulk imports, select Bulk Import and the screen below will be displayed:

 

7.    Fill in the information required and upload the pension file. There is a provision to generate a template for the same. To do that, click on Generate Template

8.    Once the template is downloaded, fill it in as is required and upload the document by selecting Browse Files then click on Save