What's covered in this guide?:
Overview
The "Link to Payroll" functionality within HR Form Templates allows organisations using Tanda Payroll to connect numeric responses from employee-submitted forms directly to payroll.
Create an Allowance
To create an Allowance:
Navigate to Payroll > Payroll Settings > Earnings Rates
Create +New Earnings Rate
Enter a Name
Set the Fixed Amount
For example:
Create an Allowance-Linked HR Form
To Create an Allowance-Linked HR Form:
Go to HR > Forms > Form Templates > + Create New Form Template
Enter a name and assign a category
Click 'Create'
Click + New Question
Then, to link this question to a deduction:
Write your Question in the free-text box.
Set the Answer Type to Currency.
Tick the Link to Payroll box.
Set the Payroll Item Type to Deduction.
Choose an Allowance Type from the dropdown menu (to manage your allowances, navigate to Payroll > Payroll Settings > Deduction Types).
[OPTIONAL] Expand the Reference files & Description menu, and add a description or upload any associated files (up to 15MB).
Click Save Question to confirm your changes.
For example:
For compliance and record-keeping purposes, we recommend making an employee provide a signature to acknowledge the form.
To add a signature requirement:
Click + New Question
Enter a name (e.g., "Signature")
Set the Answer Type to Signature
Tick Required
(Optional) Add files or a description
Click Save Question
Save Form
Assign an Allowance-Linked Form
To Assign an Allowance-Linked Form:
Go to HR > Forms > Form Templates
Click Assign next to your form
Choose an employee from the dropdown
Click Assign
The employee receives an email notification to complete the form.
Complete an Allowance-Linked Form
To complete a deduction-linked form:
Go to HR > Forms > My Forms > Fill
Enter the amount of miles and any other required responses
Provide a signature if prompted
Click Submit
Manage Submitted Forms
To manage submitted forms:
Go to HR > Forms > All Forms
View the submission status (e.g., Submitted)
Confirm the payroll export status under the Payroll Payslip column
This will update once you have exported your Pay Run for that cycle.
Verify Payroll Entries
To confirm this deduction was successfully added:
Create a new Pay Run and view the Earnings Rate section on the payslip
Export to Payroll
After submission, forms show as Pending Export when:
Submitted (no approval workflow), or
Approved (if approval workflow is enabled)
Once exported:
The form status updates to Exported
A link to the related payslip appears
Track form statuses through the Form Log and Payslip View pages.
Update or Delete Linked Items
Edit a form to remove the Link to Payroll connection
If you delete a payslip or pay run:
The allowance line is removed
It is re-added during the next export if valid
Deleting a form submission clears the payroll link
Troubleshoot
Form not exporting? Ensure it is completed or approved and includes a linked Number question
Payroll not updating? Check if the correct Earnings Rate is selected and the question is marked as Linked
Deleted entry? Re-export to re-add valid allowance lines