Entering Allowance Changes for Multiple Employees

Enter allowance changes for multiple employees as needed.

For example, if all bus operators in Division A receive a $200.00 allowance for tools on a specific date, you can generate the entitlement for all employees instead of creating the allowance for individual employees.
  1. Open the Employee Profile screen and set the Context (F3).
  2. Select an employee whose allowance will change.
  3. Select Allowances.
  4. In the detail view, right-click and select Add New Record.
  5. Select an Allowance Type.
  6. Enter the date and time in Transaction Date and Transaction Time.
  7. Enter the allowance entitlement amount in Transaction Amount.
  8. Select Save.
  9. Select the allowance record in the list view and then Allowance Entitlements: Allowance Entitlements
    Generate Allowance Entitlements
  10. Select the Division(s) to receive the allowance.
  11. Select the Employee Type(s) to receive the allowance.
  12. Select the Status Type(s) to receive the allowance.
  13. The Date and Time are set to the current date and time. You can change them if needed.
  14. The Allowance Type is set to the entry you originally made.
  15. Enter the Amount of the allowance.
  16. Select OK.
The entitlement appears as a new record in the allowances list for each matching employee.