How to Add a One-Time Allowance?

The One-Time Allowance feature in Carbonate HR Software is designed to help administrators manage ad hoc payroll adjustments before payroll is generated. If a one-time allowance, deduction, or post-CPF adjustment has been approved for an employee during the month, but the payroll process has not yet begun, you can record it under One-Time Allowance. This helps ensure that no payroll adjustment is overlooked when processing salaries.

All one-time entries recorded in advance are automatically included during payroll generation for the selected payroll period, eliminating the need to manually remember or enter them later. This not only simplifies the payroll process but also reduces the risk of missing important salary adjustments.

Once the payroll is generated, the recorded one-time adjustments are reflected in the employee's payslip for that payroll period only. Since these are temporary entries, they do not permanently modify the employee's salary components or salary structure, making the feature an efficient and reliable way to manage one-off payroll transactions.

Steps to Add a One-Time Allowance

Step1

From the Dashboard, navigate to the Payroll section.

Step 2

Click the 1-Time Allowance link located at the top-right corner of the page.

Step 3

On the 1-Time Allowance page, click the Add More button.

Step 4

Select the Employee, Payroll Month, and Payroll Year for which you want to apply the one-time allowance, deduction, or post-CPF adjustment. Then, enter all the required adjustment details.

Note: The one-time allowance, deduction, or post-CPF adjustment will be applied during payroll processing only when the selected Employee, Payroll Month, and Payroll Year match the values specified while creating the record.

Step 5

Click Save to create the one-time allowance record.

Step 6

Apply the required filters to view and verify the saved one-time allowance, deduction, or post-CPF adjustment records.

Step 7

Go to the Payroll page, select the Pay Period and Employee, and proceed with payroll processing.

Note: Any one-time allowance, deduction, or post-CPF adjustment will appear only if it has been created for the selected employee and the same payroll month and year.

Step 8

Click the Edit Pay Items button.

Step 9

Verify that the one-time adjustment appears under the appropriate tab:

Other Allowances / Deductions, or
Post CPF Additions / Deductions.

Ensure that the adjustment details and amount are displayed correctly before generating the payslip.

Step 10

Review the payroll details carefully to ensure all information, including the one-time adjustment, is accurate. Once verified, click Generate Payslips.

Step 11

Return to the 1-Time Allowance page and apply the appropriate filters to verify the adjustment status for the employee.

Note: Once the generated payslip includes the one-time allowance, deduction, or post-CPF adjustment, its status is automatically updated to Settled, indicating that the adjustment has been successfully processed in payroll.

How to Add a One-Time Allowance?

Steps to Add a One-Time Allowance

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