Cost types

Office

To allow your employees to record various allowances or expenses, you must first create the corresponding cost types.

To do this, navigate to the creation option via the menu items More -> Admin -> HR -> Cost Types. You can create the required cost types using the +Cost Type button:

In the input form, you can choose between the types Numeric Value, Boolean Value, and Time Period.

For example, if you want to create the "Breakfast" expense, select the Numeric Value type and enter the desired unit (e.g., €) in the Unit field. In the Minimum and Maximum section, the employee can enter and set a corresponding value. In this example, the employee can specify an amount between €8 and €14 for this expense:

Finally, an element must be defined via the Assignments field. The element specifies where this cost type should be selectable throughout the allowance entry process.

If a cost type is to be available only in a specific element or a specific branch, the cost type is defined exclusively for that element or branch. If the cost type is to be bookable globally by all employees across all elements, it is recommended to define it in all elements.

To complete the entry of the cost type, click Save.

To learn how to enter various allowances and expenses, visit here.