Hexfere HR Resources & Blog

Hello! Today we are going to talk about allowances. It's always a good idea to give your employees allowances so that they will continue to strive more.

Click on Settings -> expand the right menu and click on "Allowance". You'll be greeted with the page shown above.

There will be 3 tabs namely:

1. Allowance Item
2. Allowance Group
3. Allowance Group Item

There are some allowance already pre-set for you but you're always welcome to add or modify more allowances. Let's go through them one by one.

Allowance Item

In this tab, we are going to define each allowance item. Click on "Create" to start creating a new item. For the purpose of this tutorial, I'm going to put "MentalHealthRelax" in item code. Click on "Confirm & Create" to save this item.

Allowance Group

In this tab, we are going to define a single allowance group. Click on "Create" to start creating a new group. For the purpose of this tutorial, I'm going to put "Health" in the Group Code. Click on "Confirm & Create" to save this group.

Allowance Group Item

In this tab, we are going to add ALL of the Allowance Item into a single Allowance Group. Hence the tab's name of Allowance Group Item. Click on "Create" to start creating a new group item. Fill up the fields and check the appropriate checkboxes. Remember Config Account: 2.40 Tax Exemption that we have created a while ago? All of the tax exemptions will now be shown in this tab's Tax Exemption section. Check the appropriate checkboxes and once down, click on the "Confirm & Create" to create the group item.

That's it for Allowance Setting! Easy right? Just a few more to go and we are officially done with your Hex-HR configuration. Let's continue to the next topic. See you there!

If you need a more detailed guide, please take a look at our Comprehensive Detailed Guide (Configuring Your Account | Allowance) (v1.3, 24.07.2023).