Allowance Types

The Allowance Types screen in Thulo HR Records is used to create and manage employee allowance categories that can be assigned to contracts.

Allowance Types are used within the Contracts module to define additional compensation and benefits provided to employees beyond their base salary.

Examples of allowance types include:

• Transportation Allowance

• Meal Allowance

• Housing Allowance

• Mobile Phone Allowance

• Internet Allowance

• Responsibility Allowance

• Performance Allowance

The data configured on this screen will be available for selection in the Contracts menu of the HR Records module.

Create a New Allowance Type

Step 1: Open the Allowance Types Screen

1. Navigate to Thulo HR → HR Records.

2. Select Settings → Allowance Types.

3. Click Add.

Step 2: Enter Allowance Type Information

The system will display the New Allowance Type screen.

1. Enter the required information.

2. Configure the Taxable setting if applicable.

3. Click Save to create the allowance type.

Alternatively, click Close to cancel the operation without saving.

Result

The new allowance type will be available for selection when creating employee contracts.

Taxable Option

The Taxable field determines whether the allowance is considered taxable.

Available options:

• Yes

• No

Yes

If Yes is selected, the allowance is identified as a taxable allowance.

No

If No is selected, the allowance is identified as a non-taxable allowance.

Important Note

Currently, the Taxable field is used for informational and classification purposes only.

The system stores and displays the taxable status but does not currently perform tax calculations based on this setting.

Future versions of Thulo HRMS may use this field for payroll and tax processing.

Edit an Allowance Type

Allowance Types can be modified whenever updates are required.

Step 1

1. Navigate to HR Records → Settings → Allowance Types.

2. Locate the allowance type you want to edit.

3. Click Edit.

Step 2

The system will display the Edit Allowance Type screen.

1. Update the required information.

2. Click Save.

Alternatively, click Close to cancel the operation.

Result

The updated allowance type information will be available throughout the system.

Delete an Allowance Type

Allowance Types that are no longer required can be removed from the system.

Step 1

1. Navigate to HR Records → Settings → Allowance Types.

2. Locate the allowance type you want to delete.

3. Click Delete.

Step 2

The system will display a confirmation message.

• Click OK to confirm the deletion.

• Click Cancel to cancel the operation.

Result

The selected allowance type will be removed from the system.

Export Allowance Types

Allowance Type records can be exported for reporting, backup, or administrative purposes.

Method 1: Export All Allowance Types

To export all allowance type records:

1. Navigate to HR Records → Settings → Allowance Types.

2. Click the Display option.

3. Select All.

4. The system will display all available allowance type records.

5. Click Export.

6. Select the desired file format.

Result

All allowance type records will be exported.

Method 2: Export Filtered Allowance Types

To export specific allowance type records:

1. Navigate to HR Records → Settings → Allowance Types.

2. Enter search criteria in the Search field.

3. The system will filter the records based on the entered criteria.

4. Click Export.

5. Select the desired file format.

Result

Only the filtered records matching the search criteria will be exported.

Example Allowance Types

Important Notes

• Allowance Types should be configured before creating employee contracts.

• Allowance Types are used within the Contracts module to define employee benefits and additional compensation.

• The Taxable field currently serves as an informational indicator only.

• Future payroll and tax calculations may use the Taxable setting.

• Allowance Types can be exported as a complete list or based on filtered search criteria.

• Deleting an Allowance Type may affect contracts that reference that allowance type, so administrators should review existing usage before removal.