How do I create custom allowances?

Create custom allowances for your organization’s compensation rates in Travel & Expenses.

If your organization has its own compensation rates, you can make them available in Travel & Expenses by creating Custom Allowances.

You must complete three steps in the correct order.

Before you create Custom Allowances

A custom allowance consists of three components:

1. Additional Group: Connects the custom allowance to a wage type
2. Additional Type: Defines the custom allowance that employees can select
3. Use of additions: Determines who can use the custom allowance and which rate applies

Navigate to Administration → Travel & Expenses.

Step 1: Create an Additional Group for Custom Allowances

1. Select Additional Groups.
2. Click +.
3. Enter a name for the additional group.
4. Select the wage type that the additional group connects to.
5. Save your changes.

Tip

An additional group connects the custom allowance to the payroll system.

Step 2: Create an Additional Type for Custom Allowances

1. Select Additional Types.
2. Click +.
3. Enter a name for the additional type.
4. Select the additional group that the additional type belongs to.
5. Save your changes.

An additional group can contain one or more additional types.

Step 3: Configure who can use Custom Allowances

1. Select Use of additions.
2. Click +.
3. Select the additional type.
4. Select whether the custom allowance applies to an organizational unit, including its subunits, or to a specific employee.
5. Enter the custom allowance rate.
6. Enter a Valid From date.
7. If the custom allowance is valid for a limited period, enter a Valid To date.

What happens after you create Custom Allowances?

After you complete all three steps, the custom allowance becomes available when employees register travel expense claims.

If you do not enter a Valid To date, the custom allowance remains valid until it is replaced or an end date is added.