The Allowance Class Inquiry screen in SapphireOne Payroll/HR enables the grouping of employee allowances and deductions into specific classifications relevant to your business, allowing for efficient organisation and processing within the payroll system.
- Navigation – Go to Payroll/HR > Administration > Inquiry and then select the Allowance Class item. SapphireOne will display the Allowance Class list screen ready for the user to create classes of allowances.
- Creating a New Allowance Class Click on the blue + icon to initiate the creation of a new allowance class. Sapphire one will now display the new allowance classed screen ready for data entry as follows.
- Class ID – Enter a new ID or your new allowance class
- Class Name – Provide a descriptive name for the new allowance class.
- Notes – If required enter a brief note of the allowance class to clarify its purpose.
- List of Allowance Classes
- This list is populated only when an allowance is created and a class is assigned in the Allowance Classification area. Ensure that an actual allowance is defined before entering a class to include it in the list here.
- Saving the New Allowance Class Record
- Click on the Green Tick on the main toolbar to save the new allowance class entry.
For more detailed instructions, please refer to the Payroll/HR > Administration > Allowance Class article.