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Purpose

The purpose of this quick reference guide is to step through the process of creating a Payee Allowance Template. The intended audience for this document is System Administrators / Standard Users.

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Steps

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Create a new Payee Allowance Template

The Payee Allowance Template is used to pre-populate some fields with default values for a Payee Allowance record. When a Payee Allowance Template is entered on a Payee Allowance record, the values saved on the Payee Allowance Template will be populated on the Payee Allowance upon saving, minimising the need for required and optional fields to be populated. These are useful for things like First Aid Allowance, where the Allowance Rate is fixed as per the Award/EBA. Create a Payee Allowance Template by following the steps below:
  1. Click on the App Launcher icon (see Figure 1).
Figure 1
Screenshot from QRG Create a Payee Allowance Template
  1. Go to the Payee Allowance Templates object by using the Search function (see Figure 2).
Figure 2
Screenshot from QRG Create a Payee Allowance Template
  1. Click on the New button (see Figure 3).
Figure 3
Screenshot from QRG Create a Payee Allowance Template
  1. Populate the following required fields to provide the base details of the Payee Allowance Template Group (see Figure 4):
    1. Allowance Template Name
    2. Allowance Rate
    3. Allowance Rate Type
    4. Pay Code
    5. Status
  2. Populate the following optional field as required:
    1. To define the number of times the Allowance will be paid, populate the value in the Quantity field. If blank, no limit applies.
    2. To define if the Allowance Rate can be modified at a Payee Allowance Record level when related to the Allowance Template, tick the Is Allowance Rate Adjustable? checkbox. If True, the rate value can be changed.
    3. To define if the quantity can be modified at a Payee Allowance Record level when related to the Allowance Template, tick the Is Quantity Adjustable? checkbox. If True, the quantity can be changed.
    4. To indicate whether the Allowance considers the quantity of units worked per Payee Pay Batch, populate the Based on Quantity Worked field as Yes. If No is selected, Allowance is paid only once regardless of the quantity of the units worked per Payee Pay Batch.
    5. To ensure Allowance calculations are considered only when the quantity of units worked is greater than or equal to a particular value, populate the value in the Quantity Worked Minimum field.
    6. To ensure Allowance calculations are considered only when the quantity of units worked is less than or equal to a particular value, populate the value in the Quantity Worked Maximum field.
    7. To add a description of the Allowance Template, populate the Allowance Description field.
  3. Click on the Save button.
Figure 4
Screenshot from QRG Create a Payee Allowance Template
  1. A new Payee Allowance Template is now created (see Figure 5).
Figure 5
Screenshot from QRG Create a Payee Allowance Template
  1. To use the Payee Allowance Template to create a new Payee Allowance record, follow the instructions provided in the QRG Create Payee Allowances - Payroll.
  2. To modify an existing Payee Allowance Template record, open the required record and select the Edit button available on the top right side of the page. You can also double click within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
  3. When complete, click on the Save button.
Important Notes (Allowance Rate Type, Allowance Rate, and Pay Code fields)Any changes made to the Payee Allowance Template will not update existing Payee Allowances, but will apply only to new Payee Allowances created and related to the updated Payee Allowance Template.

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Field Descriptions

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Further Information

Last modified on August 24, 2026