Adding or changing an employee's monthly allowances or deductions

Note: This article is about the changes for release on October 28, 2023.

To add (or change) a monthly allowances or deductions for an employee, follow these steps.
Any change in allowances or deductions must be registered, with or without a change in employment conditions.

① Enter the employee ID or name (Kanji/Katakana/English) of the employee to add (or change) the monthly allowances (or deductions). Then search.

② Click on "Settings > Allowances /deductions."

③ Click on "Add allowance" or "Add deduction."
Below this is an example of adding allowances.

④ Click on the name of the allowance to be added.

⑤ Enter the "Amount".
Note: Depending on the name to be added, there may be cases where no amount entry is required (e.g., the amount is fixed in a formula or a fixed amount).

⑥ Set the "Effective from".
⑦ Set the "Employee viewing date". If not set, the date set in ⑥ will be automatically registered.
⑧ Click "Save."

⑨ Once the registration is completed, it will appear in the monthly allowance history (the above figure is an example of allowance amount change with the same item name).

To stop the allowance you have paid (or deducted) so far

① Click on the appropriate monthly allowance (or monthly deduction) name.

② Set the year and month to end in "Effective until".
③ Click "Save."

④ You can see the end year and month you set in ③ on the list screen.

If the Employment conditions or the Salary amount also change, see
Change of Employment Conditions
Change in employee's salary amount

Click here for the Japanese version of this manual.
従業員の月次手当・控除手当の変更