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Allowances / Deductions

1. Select the required employee by employee number (if known) or from search tools in drop down box options.
2. Once the employee has been chosen. Press the TAB button to load the employee in the window.
3. Click on the “Allowances and Deductions” tab.
4. Double click an empty cell in the “Allowances and Deductions” table.
5. “Employee standard allowance and deductions” window opens.
6. Click the “Add” button
7. Click the drop down box next to “Code” field.
8. Press “cancel”
9. Click the drop down box next to “code” field again
10. Select the appropriate deduction/allowance.
11. If the deduction/allowance code that you require is not there use the following procedure to create your required code.
12. Press the TAB button once to get out of the “code” field and for the system to load the details of the code that was selected.
13. Type in relevant detail/s in the “short note” field and tick “print short note on payslip”

For an instalment or reducing balance deduction/allowance…

1. Select “reducing” in the “method” field dropdown box.
2. Input an “opening balance” – this is the principle amount owed/expected on the allowance/deduction
3. Input an “amount” – this the amount which will be allowanced or deducted\
4. Input a “current balance” – what is left to be paid, thus on initial setup, this amount should be the same as the principle.

For a non-instalment or set deduction/allowance…

1. Select “amount” in the “method” field dropdown box.
2. Input an “amount” – this the amount which will be allowanced or deducted per pay cycle.
3. Regardless of “set deduction/allowance” or “instalment or reducing balance deduction/allowance” input an “effective date” and “Valid to” date. “Valid to” dates are optional, but for a “set deduction/allowance” this dates (if not set) will continue the “set deduction/allowance” for ever.
4. Click save
5. Click the “x” close button for the “Employee standard allowance and deductions” window. This will take you back to the “personnel rates” window.
6. Click save and you’re done.

See Also

PowerForce Controls

Adding Allowances / Deductions

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