Step-by-step guide on viewing, creating, and editing allowances and deductions.
To view allowances
On the main menu, click “Payroll” then click on “Allowances”
How to create Allowances Categories.
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On the Main Menu click on "Payroll" and then click on "Allowances"
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Click on "allowances settings" on the top right corner of your page.
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Click on the "add category" button.
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Add Category Name.
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Select Allowance Type(cash or non-cash).
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Select the value type and enter the value.
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Select Taxation(taxable, partially taxable, or tax exempted)
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Click "submit".
To create a new employee allowance Record
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On the menu, click “Payroll” then click on “Allowances”
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Click “New Allowance”
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Select Allowance Category
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Select Employee
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Enter value type “percent or amount”
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Enter the Value
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Enter the Start Date and End date
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Click “save”
NB: You can edit an Allowance by clicking on the action button and clicking on "Review Allowance".
How to create Deduction categories.
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On the Main Menu click on "Payroll" and then click on "Deductions"
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Click on "deductions settings" on the top right corner of your page.
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Click on the "add category" button.
- Add Category Name.
- Select country.
- Select employment type
- Select tax effect
- Select deduction type
- Select Value type (amount or percent)
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Enter the value.
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Select Tax Effect(Before or After Tax)
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Click "submit".
To create a New employee deduction record
On the menu, click “Payroll” then
- Click on “Deductions”
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Click “New Deduction”
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Select Deduction Category
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Select Employee
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Enter value type “percent or amount”
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Enter the Value
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Enter the Start Date and End date
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Click “save”
NB: You can edit a deduction by clicking on the action button and click on "Review deduction".