Manual: applied when the required information is entered on the timesheet. For example, a mileage allowance where the employee enters the number of miles travelled.

Automatic: applied to timesheets when specific conditions are met, such as the day and time of a shift. For example, a first aid allowance that applies on every eligible shift.

All Purpose: applied to timesheets as an all-purpose allowance. For example, a flat-rate allowance that must be paid at the multiplier applied to the time worked.

Name in Workforce Payroll: choose the earnings rate in Workforce Payroll that this allowance should pay as.

Secondary export name (optional): choose a second earnings rate if a second earnings line should be created when this allowance applies.

Do not export this to payroll: useful for salaried staff rules.

Export this allowance to payroll as a lump sum payment

Export this allowance to payroll as hours

Treat as ordinary hours

Include in statutory holiday pay

Exclude from Wage Compare

Age Range: apply the allowance only to employees within a certain age range.

Probation: apply the allowance only during an employee's probation period. Enter the length in months, for example 6. Make sure the employee's start date is set on their profile.

Rule Applies Range: apply the allowance only before or after certain dates, for example within a particular financial year.

Will Not Apply To (By Tag): exclude employees with a specific tag. This is only available when the allowance applies to selected tags, not All Staff.

Specific Cost: a set amount each time the allowance applies. For example, if the value is 2.57, the allowance is paid at £2.57 each time it applies.

Multiplier: paid per hour as a multiple of the employee's base hourly rate. For example, with a multiplier of 0.5, a base rate of £20 and 1 hour worked, the allowance is £10.

Units: leave this at 1 in most cases. Only change it if the allowance should compound. For example, enter 3 to pay the allowance three times for every shift worked. 1 hour is 1 unit, and 1 minute is 1/60th of a unit.

Shift Padding: the minimum number of units that must be paid. This is only needed in limited cases, such as when minimum shift padding rules are set up and the employee is entitled to an allowance when that rule applies.

Pay the rate based on a period of time (e.g. hours and minutes): tick this to pay the allowance based on time worked.

Both Ordinary and Overtime Hours: applies after a total number of combined hours. For example, a meal allowance for all 8-hour shifts.

Ordinary Hours: applies after a number of ordinary hours. For example, a laundry allowance after 4 ordinary hours.

Overtime Hours: applies after a number of overtime hours. For example, a meal allowance after 2 hours of overtime. Use Which shifts will it apply to? to set this up further.

Hours worked between: only the hours worked within a set time window.

Workdays starting between: shifts that start within a set time window. This is often used for shift work allowances.

Workdays ending between: shifts that finish within a set time window.

Actual Hours: applies only to time worked on the selected days. This suits most cases.

Majority Hours: applies if most of the shift is worked on the selected days.

Shift Commencement: applies if the shift starts on the selected days.

Longer than: applies after a set number of hours worked. For example, after 5 hours are worked in the day. You can also use the spread of hours option, which counts the time from the start of the shift, including breaks.

Shorter than: applies when a shift doesn't reach a minimum length. For example, if the minimum is 8 hours and an employee works 5, they can receive pay for the extra 3 hours, depending on the allowance setup.

Split shifts: applies to split (broken) shifts. You can set a maximum break length so the allowance stops applying if the gap between shifts is too long.

Specific Shifts in a Week…: applies to certain shifts in the week. For example, 1 to 1 applies to the first shift of each week, and 1 to 2 to the first two.

Shift gap: applies when there isn't enough time between shifts (sometimes called a "clopening").

On call: applies to employees rostered on call.

Sleepover: applies to employees rostered on a sleepover.

Classification Tags: include or exclude shifts that use certain classification tags.

Teams: include or exclude shifts in certain teams. Select teams by name or export name.

Activity code: if you use activity codes, only pay the allowance for time worked on a specific activity. This option only appears once activity codes are set up.

Exact Amount per Hour: paid for the exact time worked. For example, £1 per hour for 90 minutes pays £1.50.

Rounded Amount per Hour: paid the full hourly amount even if only part of the hour is worked. For example, £1 per hour for 90 minutes pays £2.

Once per Day: paid once on the day of the shift. For example, a £1.50 allowance pays £1.50 for the whole day.

Once per Rostered Shift: paid once per rostered shift, even if there are several rostered shifts on the same day. For example, a £1.50 allowance with 2 rostered shifts in a day pays £3.00. Unrostered shifts aren't included.