Allowance Type in Settings - HR Records

The Allowance Type settings define the types of allowances used in the Contract Menu of the HR Profile module. These allowances can be taxable or non-taxable, and they form part of employee compensation structures.

1. Creating a New Allowance Type

Step 1: Add a New Allowance Type

1. Navigate to the Allowance Type settings.
2. Click Add to create a new allowance type.

Step 2: Enter Allowance Type Details

1. The system will display the New Allowance Type screen.
2. Enter the required details.
3. Click Save to confirm the operation or Close to cancel.

Note: The Taxable field provides two options:

• Yes: The allowance is taxable.
• No: The allowance is non-taxable.
  (Currently, this setting is for display purposes only. Future system updates will enable tax handling for transactions.)

2. Editing an Allowance Type

Step 1: Select an Allowance Type to Edit

1. Locate the allowance type that needs modification.
2. Click Edit next to the corresponding entry.

Step 2: Modify Allowance Type Details

1. The system will display the Edit Allowance Type screen.
2. Make the necessary changes.
3. Click Save to confirm the update or Close to discard the changes.

3. Deleting an Allowance Type

Step 1: Select an Allowance Type to Delete

1. Locate the allowance type you want to remove.
2. Click Delete next to the corresponding entry.

Step 2: Confirm Deletion

1. The system will display a confirmation message.
2. Click OK to proceed with deletion or Cancel to abort the action.

4. Exporting Allowance Types

Method 1: Export All Allowance Types

1. Click Display → Select All to view all available allowance types.
2. Click Export and choose the preferred file format.

Method 2: Export Allowance Types Based on Search Conditions

1. Use the Search function to filter allowance types based on specific criteria.
2. Click Export and choose the preferred file format.

Final Notes

• Ensure that allowance types are properly configured before assigning them in the HR Profile module.
• Use the search function to refine results before exporting data.
• Deleted allowance types cannot be recovered, so proceed with caution when deleting records.