Managing Automated Allowances with Smart Formulas

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Managing Automated Allowances with Smart Formulas

Some awards have allowances that are applied automatically when a file is validated (minimum engagement, laundry allowances etc.)

When Assigning Smart Formulas

By default, any automated allowances are enabled when assigning a smart formula to employees.

To disable all automated allowances so that they are not created when validating a file, turn the Use Automatic Allowances switch off. This will set all such allowances being assigned to manual.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/0lvdTgAhOz/auto_allowance_setting.png (auto_allowance_setting)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/VYNklaqoTk/auto_allowance_setting_off.png (auto_allowance_setting_off)

After Assigning Smart Formulas

After assigning smart formulas, Automated Allowances can optionally be enabled/disabled for each employee by selecting the award line, clicking Edit and editing Apply Automatically and clicking Update to save the changes.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/bHkCgudvwm/smart_formula_auto_allowance.png (smart_formula_auto_allowance)