Exceptional Items

Exceptional items are a feature that can be used to define bonuses, additional allowances or even deductions such as uniform. You can allocate these as a flat cost, or hours and even schedule them to automatically add to specific employee's work records on either a daily, weekly or monthly basis.

Define bonuses, extra work, make deduction or track allowances using Exception items. Allocate these to an employee on a given day.

To create an exception item, you'd first need to access the settings via the cog in the top-right corner. Then, navigate to 'Employees' then 'Exception Item Types'.

To create a new exceptional item, you'd simply select the green + button.

Initially, you'll need to input a name, for example 'Company Bonus'

A description is not required, however can be added as further information for the exceptional item.

A code is also not required but can be used if multiple exceptional items are used to differentiate between the items.

The payroll category would be which category this would fall under within various payroll reports.

The sequence is where this will appear on the list when manually adding the exceptional item to a work record.

Once the exceptional item is created, you can double-click on it to define further information such as who this applies to, the count, duration, cost and the schedule of this exceptional item.

Within the 'Employees' tab, you'll be able to define the information of this exceptional item; 

• Count: This is how many times this exceptional item has occurred.
• Duration: This is how long this exceptional item would be - For example if this was owed hours to the employee.
• Cost: Is the amount for this exceptional item - For example, a £50 bonus. (The cost can also be defined as a negative for a deduction)

Below this, you'll see the list of your employees. Here is where you'll be able to select the employees that this exceptional item may apply to. Going through the list and selecting the tick box, then, selecting the green + button will move their name over to the right-hand side where you can follow the same process to remove them.

Moving over to the 'Schedule' tab, will allow you to define the schedule of this exceptional item. You can define this as either daily, weekly or monthly. 

If this is a one-off exceptional item such as a bonus, you do not need to set a schedule or assign any employees to the item type. 

An exceptional item can be added onto an individuals work record manually. 

This is done via the work record on a certain date by selecting the green + within the exceptional item table of the work record.

When adding this, select the appropriate item type, define a cost centre if necessary and input the count, duration or cost (This would need to be entered if manually adding the exception item type to a work record, if this is scheduled it would appear as per the defined information for that item type).

Whether added automatically, or manually it'll appear within the exceptional items table as per the above. 

Please note - There is an exceptional item report to review data by any tag or date range. This is found within 'Reports' then 'Reports'.