Step 1: Add Allowance
Step 2: Assign Allowance to Employee
- Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
- Click the green + ALLOWANCE button under Assets & Allowances in the left menu.
- Enter all applicable information such as name & description.
- Set the Status (Active or Archived).
- Upload a photo if you have one.
- Include any applicable searchable tags.
- Click SAVE ASSET to save your allowance.
Step 2: Assign Allowance to Employee
- Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
- Click on the blue ACTIVE button under Assets & Allowances.
- You'll see a searchable list of all active assets/ allowances in your company.
- Click on the name of the allowance you want to assign to the employee.
- You will see the Allowance Details. Click on the PROVISIONING tab.
- Click the blue + button to select employee to assign it to.
- Click SAVE ASSET to save your allowance.