Overview

Timesheet allowances, once defined in the system, can be added to jobs on staff members timesheets.

The payroll code added to the allowance & the quantity of allowances added to the timesheet will allow your chosen payroll system to pay the staff member accordingly.

This article will cover:

• Create, edit and delete allowances.
• Define the payroll code for an allowance to ensure it matches your payroll system.

User permissions

All users with access to the system will be able to view allowances.

Users who have been added to the COP_People AAD group will be able to add or edit allowances.

Creating an allowance

1. Select Timesheet Allowances under Configuration on the People page.
2. Click ➕ in the header to create a new allowance.
3. On the Create a Timesheet Allowance page, enter the name and payroll code for the allowance. ❕Note: the name must be unique.
4. Click Submit.

🧠 Learn more about Applying Timesheet allowances**.**

Viewing allowances

1. Select Timesheet Allowances under Configuration on the People page.
2. Find the allowance that you want to view on the list or use the search function 🔎 to narrow the results.
3. Click the allowance’s name to open the Manage Allowance page.

Editing allowances

1. From the Manage Timesheet Allowance page, click the edit icon ✏ in the header.

2. Make the appropriate changes to the name or payroll code.

   ❕Note: If renaming the allowance, the new name must be unique.

3. To save the changes, click Submit.

Deleting allowances

1. From the Manage Timesheet Allowance page, select Delete Timesheet Allowance from the Triple Dot Menu.

2. You will be prompted to confirm that you want to proceed with deleting the timesheet allowance. If so, click Ok.

3. Deleted allowances will be marked as inactive. To view deleted / inactive allowances, open the filters & change Active filter to No

   ❕Note: Allowances that have already been added to timesheets will remain in place

Reactivating a deleted allowance

1. By default, the list of allowances shown on the Timesheet Allowances page will only show active allowances. To see allowances that have been deleted (set to inactive), open the filter and either choose to show all allowances or only those that are inactive.
2. Click the name of the allowance you want to reactive to open the Manage Allowance page.
3. Select Reactivate from the Triple Dot Menu. The status shown in the header will now show the allowance as Active.

In This Topic

Related Topics

• Adding Allowances To Timesheets