Entering Allowance Changes for Multiple Employees in the Client Shell

Enter allowance changes for multiple employees as needed.

For example, if all employees 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. In the Client Shell, 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:
    The Generate Allowance Entitlements dialog appears.
  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 The Allowance Type is set to the entry you originally made.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. Enter any Comments.
  17. Select OK.
The entitlement appears as a new record in the allowances list for each matching employee.