ALLOWANCES

Use this screen to set up and maintain company wide allowance codes, such as car allowance, per diem, and tuition reimbursement. These allowance codes automatically generate on selected employees' timesheets at a given time.

You must establish allowance codes before you can assign them to specific employees in the Maintain Employees Allowances screen in Costpoint Employee.

Allowance Code

Enter the code, up to six alphanumeric characters, that uniquely identifies this allowance. This is a required field.

Description

Enter the descriptive name, up to 30 characters, for this allowance. This is a required field.

Pay Type

Enter, or use Lookup to select, the pay type that corresponds to this allowance code on the timesheet line. This is a required field.

Computation Rules

Use this group box to establish computation rules for the auto-generation of employee allowances.

Basis Method

Comp Basis

Select the computation basis for this allowance from the drop-down box. Valid options are "Fixed Amount," "Gross Hours," or "Regular Hours." This is a required field.

Rates

Code

Select the code to determine the allowance rate from this drop-down box. Valid options are "Amount" or "Percent." This is a required field.

Rate

Enter the amount or percentage for this allowance.

Hours Worked Ceilings

Use the selections in this group box to establish the ceiling for the hours worked for use in the auto generation of employee allowances.

None

Select this radio button if comp basis is a fixed amount. This radio button is the default.

Override

Select this radio button to use the hours designated for this frequency.

Maximum

Select this radio button to use the hours designated on the timesheet up to and including those designated for the frequency.

Weekly

Enter the hours, up to six characters, for the weekly frequency. This is an optional field.

Bi-Weekly

Enter the hours, up to six characters, for the bi-weekly frequency. This is an optional field.

Semi-Monthly

Enter the hours, up to six characters, for the semi-monthly frequency. This is an optional field.

Monthly

Enter the hours, up to six characters, for the monthly frequency. This is an optional field.

Timesheet Line Information

Timesheet Method

Use the selections in this group box to determine whether you will use one or multiple timesheet line entries when auto-generating employee allowances.

One Timesheet Line Entry

Select this radio button to use only one timesheet line entry.

Multiple Timesheet Line Entry/Prorated

Select this radio button to use multiple timesheet line entries.

Default Timesheet Charge

Project

Enter, or use Lookup to select, the default project number to be used on the timesheet line, if applicable. This is an optional field. The project description displays in the adjacent unlabeled field.

Account

Enter, or use Lookup to select, the default account number to be used on the timesheet line, if applicable. This is an optional field. The account description displays in the adjacent unlabeled field.

Organization

Enter, or use Lookup to select, the default organization number to be used on the timesheet line, if applicable. This is an optional field. The organization description displays in the adjacent unlabeled field.

Reference 1

Enter, or use Lookup to select, the default reference 1 number to be used on the timesheet line, if applicable. This is an optional field. The reference 1 description displays in the adjacent unlabeled field.

Reference 2

Enter, or use Lookup to select, the default reference 2 number to be used on the timesheet line, if applicable. This is an optional field. The reference 2 description displays in the adjacent unlabeled field.

Table Information

Changes to this screen update the Allowance Codes - ALLOWANCE_CD table.