Setting up allowances

1. Allowance from department

• Each department has its own allowance policy
• All employees in that department follow the same rules
• Best for keeping things consistent and easy to manage

👉 Ideal for small teams that want a simple setup

How to assign an allowance for all employees in a department:

• Go to Departments
• Select the department
• Enter Edit Mode
• Save the changes

This ensures a standardized allowance for the department.

2. Override department allowance

This option replaces the department allowance and applies a custom setup for the selected employee.

You have two ways to do this:

1. Set Individual Allowance (Front-Loaded)

• Assign a fixed number of days
• The full allowance is available at the start of the company year
• Simple and quick to set up

👉 Best for straightforward leave policies

2. Use an Accrual Schedule

• Allowance is released gradually over time
• You control when and how many days are added
• Add the employee to an existing policy or create a new one

👉 Best for companies with accrual-based leave policies

To override the department allowance:

• Go to Employees and select the employee
• In Employee Details → Allowance tab, click Edit Mode
• Enter the number of days in Individual Allowance or Add accrual schedule
• Save the changes

More information on how to set up an accrual allowance schedule here.