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Allowances & Benefits (HCM)
This page documents two shipped Compensation screens (hcm-compensation) covering per-employee ongoing entitlements. Not for plugin developers.
Allowances
New Allowance — pick the Employee, Allowance Type, and Category, then choose how it's calculated:
- Fixed Amount — a flat amount per payment.
- Percentage — a percentage of the employee's Base Salary (you provide the base salary; the calculated amount is worked out for you).
Set the Frequency (how often it's paid), an optional Maximum Amount cap, Tax Treatment, and Effective From/To dates. Save & Submit sends it for a two-stage approval rather than applying immediately — you'll see it move from Draft through Pending Approval to Active in the KPI row (Total Allowances, Draft, Pending Approval, Active).
Note: there's a separate Allowances screen inside the Benefits module too, for admin-configured allowance definitions rather than per-employee amounts. If this isn't the screen you're looking for, check there.
Benefits
New Benefit — pick the Employee, Benefit Type, Category, Plan name, and Provider. Set the Coverage Type and Coverage Amount, the Premium, and how the cost is split — Employer Contribution % and Employee Contribution % — plus Tax Treatment and Effective From/To. The Total Cost shown in the grid reflects the real premium and contribution split you've set, not a placeholder. Same Save & Submit → two-stage approval flow as Allowances.