Allowances allow you to set rules at a Shift, for example, this might apply for a Shift that requires special skills such as a first aid qualification or where you want to pay Staff costs for meals.
To set up an Allowance, navigate via the left-hand-menu, clicking on Settings > PayItems > Allowances
Provide all of the relevant details:
Name: Provide a meaningful name to the Allowance so you will easily remember.
Code: Enter a payroll code that relates to your payroll system.
Unit: From the drop-down menu choose whether it is a single, one-off item, a cost to be applied to each Shift in the Schedule or a payment based on the Kilometres travelled.
Permanent: Tick this checkbox to attach it directly to Staff e.g. First Aid Certificate could be a permanent allowance for a Staff member if they have the correct certification.
External ID: If you are connecting to an external platform such as a payroll system (e.g. MYOB) enter the relevant category or Job ID.
Value: This can be used in an external platform for reporting purposes for example in a payroll system if you wanted to display within the line item pertaining to the Allowance that the payment was for 8 items you could set the Value to be 8.
Tip! Don't forget to click on the Save button.
The categories relating to each allowance is known as a Unit.
Km is typically used for Mileage allowance. If you want to pay your staff mileage attach this allowance tp a shift
Override award: This will allow you to override payitem calculated by system based on carers Paygroup.
Override hours: Typically used for On-call, Sleepover or Excursions shifts. For example, if a Sleepover shift is 8 hours but for timesheet purposes we want to set carer hours down to 1, then use this unit and set value section to 1.
Program Cost: Typically used for Expense allowance.
One-off: If you wish to included it within timesheet regardless, then One-off is appropriate allowance.
They appear as a separate line item in the Timesheet report (accessed via the left-hand menu Reports > Timesheet Report), as shown below.