Add an Allowance Option in HRM

Define allowance types to support salary structuring, tax categorisation, and employee benefit tracking across roles and branches.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can add or edit allowance options
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Allowance Option

🧭 Step-by-Step: Add an Allowance Option

1️⃣ Open Allowance Setup

• Navigate to the Allowance Option section under System Setup
• Click the ➕ icon to open the “Create Allowance Option” form

2️⃣ Enter Allowance Details

• Name*: Enter the allowance name — this can reflect:
  • Non-Taxable, Taxable, Housing Allowance, Transport, Meal Subsidy
  • Employee Self-Service, Remote Work Stipend, On-Site Bonus
  • Manage Data, Compliance Incentive, Shift Premium

Use clear, payroll-relevant names that reflect how the allowance is applied or categorised.

3️⃣ Save the Allowance Option

• Click Create to add the allowance
• The new entry will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Use consistent naming across branches and roles
• Group allowances by tax treatment (Taxable, Non-Taxable) for reporting clarity
• Add all relevant options before configuring salary components or payslips
• Review allowance list quarterly to reflect policy changes or benefit updates
• Avoid vague names like Misc or Other — be specific for audit readiness