About Allowances
Employees can create allowance claims in Employee Self-Service. Client Shell users can create and adjust allowances in the in the Employee Profile screen.
Employees can have many allowances. For example, an allowance for uniforms and an allowance for tools. Allowance types are defined in Allowance Types and Allowance Subtypes ancillary data.
Items with specific values can be defined for allowances. For examples, exact costs 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.
Allowances 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.
Client Shell users can enter expenses and adjust allowance account balances for individual employees or for multiple employees. To set allowances for the first time, create a new record and select an Activity of Adjust.
When you enter an expense, Trapeze OPS calculates the employee'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.
The permissions determine whether you can view and update allowances in the Client Shell.