An allowance represents additional payments provided to employees for specific purposes, such as travel, housing, or professional expenses.
Ending an allowance is important to ensure that payroll records accurately reflect current compensation structures and prevent overpayment, and maintain compliance with company policies.
📌Note: When amending an existing allowance, it is best practice to end the allowance and assign a new allowance to the employee. This approach ensures accurate historical records.
We advise against modifying an allowance to reflect changes in its value (e.g., standard value or, for reducing balance allowances, the capital sum or balance due).
End an allowance in CorePay
To end an allowance in CorePay (applicable only if allowances are managed in CorePay and not in CorePersonnel), follow these steps in back office.
Click CorePay then click Employee.
Click Employee Allowances then Amend An Existing Allowance.
Enter the following fields to retrieve the applicable allowance only:
Employee Reference: Enter the personnel number.
Pay code: Specify the allowance pay code.
Start date: Specify the allowance start date.
To return the applicable allowance, click the query
icon.📌Note: If more than one allowance is returned, you cannot amend them.
In the Allowance End Date field, enter the allowance date.
⚠️Important: Once you save, you cannot update the allowance end date from this screen.
Click Save.
📌Note: Entering a past date may generate arrears.
Amend via People Management on Portal
To amend an allowance using People Management in portal, follow the steps below.
From the dashboard menu, select People Management.
Click Dashboard then beside employees, click VIEW.
In the Search field, search for the employee, then click VIEW.
Click Current salary then click Allowances tab.
Highlight the relevant allowance then click the three-dot icon.
Click Edit then in the Payroll End Date field, update the date.
Click SAVE.