About Allowances
Employee allowance balances and expenses can be tracked in the Employee Profile screen.
You can enter expenses and adjust allowance account balances for individual employees or for multiple employees.
Employees can have many allowances. For example, they could have separate allowances for uniforms and for tools.
When you enter an expense, Trapeze OPS calculates the operator's remaining allowance balance. For example, if you enter cleaning expenses for an employee, you can see how much money remains in the employee's cleaning allowance.
Items with specific values can be defined for allowances. For examples, cost for shirts, pants, and ties could be defined for a uniform allowance. If items are defined for an allowance, you can enter expenses by specifying the items. Items are defined in Allowance Subtypes ancillary data.
Allowance can be adjustable or not. If an allowance is adjustable, employees can accrue allowance amounts and carry over balances from previous periods or calendar years. If an allowance isn't adjustable, employees can't carry over balances from previous period or calendar years when the allowance is granted.
Allowance types are defined in Allowance Types and Allowance Subtypes ancillary data.
To set allowances for the first time, create a new record and select an Activity of Adjust.
The permissions determine whether you can view and update allowances.