4.4 Payroll Allowance

The Payroll Allowance section manages employee allowances that are included in payroll calculations. These allowances define additional payments employees receive beyond their base salary.

Accessing Payroll Allowances

From the main Dashboard, hover over or click the Payroll tab in the top navigation bar to reveal the dropdown menu. Click Payroll Allowances from the dropdown list to access the allowances configuration page. Payroll Allowances is the fourth option in the Payroll submenu, located below Working Days.

Allowance List

The Payroll Allowances page opens with the List Allowances tab active by default. The page features two main tabs:

• List Allowances – View all employee allowance types.
• Add Allowances – Create a new allowance type.

The allowances data table displays the following columns:

• ALLOWANCE NAME – Name of the allowance (e.g., Incentive, Bonus, Meal Allowance, Transport Allowance).
• AMOUNT – The allowance value or rate (e.g., 0.00).
• STATUS – Current status displayed as a colored badge (e.g., Active in green).
• ACTION – Available action buttons for each record.

Each row has two action buttons in the Action column:

• Edit (pencil icon) – Modify the allowance details.
• Delete (trash icon) – Remove the allowance type.

The table also includes standard controls: an entries-per-page dropdown (set to 10 by default), a search bar, an Export button, and pagination controls at the bottom.

Adding a New Allowance

To create a new allowance type, click the Add Allowances tab. This tab is located next to the List Allowances tab and is marked with a plus (+) icon. The arrow indicates where to click to begin creating a new allowance record.

Fill in Allowance Details

The Add Allowances form contains the Allowances Details section with the following fields:

• Allowances Name – Enter the name of the allowance (required field, e.g., Incentive, Bonus, Meal Allowance).
• Allowances Amount – Enter the allowance value or rate (e.g., 0.00).

After entering the required information, click Submit to save the new allowance, or click Back to return to the list without saving.

Allowance Created Successfully

Upon successful submission, a green success notification toast appears at the top of the screen displaying "Success! Payroll Allowances Created". The system automatically returns to the List Allowances view, and the newly created allowance is added to the list with an Active status badge. The new allowance type is now available for use in payroll calculations.

Deleting an Allowance

To remove an allowance type, click the Delete button (trash icon) in the Action column of the desired row. A confirmation dialog appears with the message: "Are you sure to want delete the Record:" followed by the allowance name (e.g., Incentive) highlighted in orange. To proceed with deletion, click the Delete button. To cancel and keep the record, click Close.

Allowance Deleted Successfully

After confirming the deletion, a green success notification toast appears displaying "Success! Delete Payroll Allowance Deleted". The record is permanently removed from the allowances list, and the system returns to the List Allowances view. The deleted allowance (e.g., Incentive) no longer appears in the table.

Editing an Allowance

To modify an existing allowance, click the Edit button (pencil icon) in the Action column of the desired row. The arrow indicates the Edit button for the Incentive allowance. This opens the Edit Allowances form with the current values pre-filled.

Update Allowance Details

Clicking the Edit button opens the Edit Allowances tab with a pre-filled form containing the existing record data:

• Allowances Name – Pre-populated with the current allowance name (e.g., Incentive).
• Allowances Amount – Pre-populated with the current amount (e.g., 0.00).

Modify the necessary fields and click Submit to update the record, or click Back to cancel the changes.

Allowance Updated Successfully

After submitting the edited form, a green success notification toast appears displaying "Success! Payroll Allowances Updated". The system returns to the List Allowances view, and the updated record reflects the new changes in the allowances list.

Deleting Another Allowance

To delete another allowance record, click the Delete button (trash icon) in the Action column of the desired row. The arrow indicates the Delete button for the Incentive allowance. A confirmation dialog will appear to prevent accidental deletion.

Second Delete Confirmation

A confirmation dialog appears with the message: "Are you sure to want delete the Record:" followed by the allowance name (e.g., Incentive) highlighted in orange. Click Delete to permanently remove the record, or click Close to cancel.

Second Allowance Deleted Successfully

After confirming the deletion, a green success notification toast appears displaying "Success! Delete Payroll Allowance Deleted". The record is permanently removed from the allowances list. The updated list now shows the remaining allowances: Bonus, Meal Allowance, Transport Allowance, and Productivity Incentive.