Create Helper Allowance

This example shows how to use the element template and create a helper allowance element for India.

Use the Elements task in the Payroll section of My Client Groups to create the element and the eligibility record.

Note: Set the Product Offering to India before creating the allowance element.

To create a helper allowance element:

Navigation: My Client Groups > Payroll > Elements

1. On the Elements page, select Create.
2. Complete these fields, as shown in this table:

Field	Value
Legislative Data Group	Select an appropriate LDG
Primary Classification	Allowance
Secondary Classification	–
Category	Standard

3. Select Continue.
4. On the Basic Information page, complete the fields, as shown in this table:

Field	Value
Name	Enter a name, example: Helper Allowance1
Reporting Name	Enter the name that you want to display on reports for this deduction payroll element
Effective Date	Enter an early date so that the payroll element is available for use immediately
Input Currency	Indian Rupee
Should every person eligible for the element automatically receive it?	No
What is the earliest entry date for this element?	First Standard Earning Date
What is the latest entry date for this element?	Last Standard Earning Date An element's latest entry date decides how element entries process after a person leaves from organization or transfers to another payroll. This is before a pay period end date. If you select this date, then you need to enable proration, so the calculation will be correct if a person leaves.
At which employment level should this element be attached?	Assignment Note: Assignments are associated with jurisdictions, which determine the required tax calculations.
Does the element recur each payroll period, or does it require explicit entry?	Select Recurring or Nonreurring
Process the element only once in each payroll period?	Yes
Can a person have more than one entry of the element in a payroll period?	No
Process and pay element separately with other earnings element?	Select one of the options: Process and pay with other earnings Process separately, but pay with other earnings Process separately and pay separately

5. Select Next. On the Additional Details page, respond to the questions, as shown in this table:

Field	Value
What is the calculation rule?	Flat amount
What is the default periodocity of this element?	Select an option from the list
Periodicity Conversion Rule	Select a conversion rule
How do you want the work units to be reported?	Select an option
Is this element subject to proration?	Select Yes or No
Is this element subject to retroactive changes?	Select Yes or No

6. In the Earnings Rules, respond to the questions, as shown in this table:

Question	Value
Project annual value	Select Yes or No
Allowance Type	Select Helper Allowance from the list
Does this element determine the Employee State Insurance eligibility?	Select Yes or No as required
Does this element contribute to Employee State Insurance computation base salary?	Select Yes or No
Does this element contribute to Provident Fund computation base salary?	Select Yes or No
Does this element contribute to Company Accommodation valuation salary?	Select Yes or No

7. Select Next and verify the information in the Create Element: Review page.
8. Submit the element information.
   On the Element Summary page, update the newly created element details.
9. In the Element Overview section, select Element Eligibility.
10. Select Actions and then Create Element Eligibility.
11. In the Element Eligibility Name field, enter a name for the eligibility record.
12. In the Eligibility Criteria section, select any criteria to restrict who can pay this deduction. Otherwise, select All payrolls eligible.
13. Submit the details.

Results:

A base element, retroactive element, and results element are created for this allowance. The related formula for the allowance earnings and allowance calculation are created. A projected balance, taxable and non taxable balances, supplemental earnings balance are created for this allowance element. The results element feeds the balances needed for the allowance amount calculation.