Allowances Overview in Salesforce

20 July 2023

As a manager, keeping track of your employees' absence, expense, and overtime allowances can be a taxing task. That's why we've developed a new feature in Salesforce that simplifies the process, making it easier for you to manage your team's allowances.

Finding the Allowances Overview

The Allowances Overview is accessible through the Attendance tab in the flair HR app on Salesforce. Here, you'll find Allowances in the first column, providing you with a comprehensive list of all your employees.

Filter by Date and Category

With our user-friendly filter options, you can easily sort the list by date and category, giving you a detailed breakdown of your team's allowances. For instance, you can filter by vacation days to see the employees who have taken vacation days during a specific period.

It’s Easy to See More

By clicking on an employee's name, you can access their allowance information, including the number of days they have used, the number of days remaining, and any days carried over from previous allowance periods.

It’s all conveniently displayed in the popout panel which allows you to view the employee's allowance information without leaving the original list, saving you time and effort. You can also export employee information as an Excel or CSV file.

Easy Allowance Tracking in One Place

The new Allowances Overview feature in Salesforce simplifies employee allowance tracking, making it easier for managers to stay on top of their team's allowances. Try it today and see the difference it can make for you and your team!

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