Overview
Allowance Requests gives your employees the ability to ask for an allowance through the system. Once an Allowance Request is approved, it will be added to the next payslip created.
A payslip with approved Allowance Requests would need to be refreshed if an approved Allowance Request is deleted.
Permissions
In order to add a benefit as an allowance, you will need the Manage allowance permission. With this permission Talexio users can:
- Add company allowances;
- View allowance requests;
- Create allowance requests;
- Edit allowance requests;
- Delete allowance requests;
- Approve allowance requests;
- Reject allowance requests; and
- Confirm deletion of allowance requests after being approved.
In order to manage allowances the Manage benefits permission is required.
Adding Allowances
When adding a new benefit for the purpose of Allowance Requests, you will need to amend the following details:
Is Requestable* - By enabling this setting, you will be able to make this Benefit available as part of Allowance Requests.
*This is not a mandatory option for benefits in general
- Requester must specify an approver - If enabled, the requester must choose one approver for the Allowance Request, and only that approver will be able to approve it. If disabled, any manager with permission can approve the Allowance Request.
- Is Requestable Globally - By default, you need to manually add this benefit as a requestable allowance in each employee's position located in the Remuneration package tab under Requestable benefits.. If you enable this setting, this Allowance Request will be available for everyone in your organisation.
Allowance Input Type* - The allowance input type is the type of allowance the benefit will be based on. This includes 4 options which are explained in this article.
*This is mandatory field for a benefit that will be requestable
- Require file upload - When this is enabled, any allowance request sent by your employees would require a file to be included with the request.
- Attach files - If you have a file that must accompany the Allowance Request, you can attach a master file here.
Allowance Input Types
The allowance input type is the type of allowance the benefit will be based on. This includes 4 options and below is a brief explanation on each option. Each type includes its own individual value and each value varies between annual amounts and individual amount.
An Allowance Request as a km Allowance Input Type is calculated based on the total kilometres (km) and a fixed monetary rate per kilometre. On request, the employee will specify the total kilometres (km).
An Allowance Request as a Monetary Allowance Input Type is set with an capped annual amount for your employees. On request, the employee will specify the amount (€).
An Allowance Request as a Quantity Allowance Input Type can be set in a number of ways for different purposes.
Amount per item - These Allowance Requests are created so that each item submitted would be multiplied by a monetary amount. On request, the employee will specify the number of items.
Additional rate multiplier - These Allowance Requests will have the toggle Use dynamic hourly rate enabled. If enabled, the requester's hourly rate according to their position will be multiplied by additional rate multiplier. Additionally, if the toggle Use overtime rate is enabled, the hourly rate will use the requester's position overtime rate. On request, the employee will specify the number of hours.
Example
If employee's hourly rate is €10/hr and the additional rate multiplier is 200%, the allowance amount will be €20 for each hour.
An employee's hourly rate can vary depending on their employment position. For example, the basic hourly rate may be different on public holidays.
An Allowance Request as a Time Range Allowance Input Type can be set in a number of ways for different purposes.
Amount per hour - These Allowance Requests are created so that each hour submitted would be multiplied by a monetary amount. On request, the employee will specify a time range.
Additional rate multiplier - These Allowance Requests will have the toggle Use dynamic hourly rate enabled. If enabled, the requester's hourly rate according to their position will be multiplied by additional rate multiplier. Additionally, if the toggle Use overtime rate is enabled, the hourly rate will use the requester's position overtime rate. On request, the employee will specify a time range.
Example
If employee's hourly rate is €10/hr and the additional multiplier is 200%, the allowance amount will be €20 for each hour.
An employee's hourly rate can vary depending on their employment position. For example, the basic hourly rate may be different on public holidays.
With your requestable allowances now created on Talexio, employees can request them. More information on this process is found here.