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Set up travel and transport allowances at branch level

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Maylis
  • Updated

For each branch, you can choose the type of operation that suits you best. As far as transport is concerned, you can choose between a private or company vehicle, and for journeys between the agency and the worksite or between home and the worksite.

In this article :

Settings

First click on Admin (1) and then go to the Agency tab (2). Then click on the agency of your choice.

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You will then have to choose between the two options for transport and travel allowances.

For travel allowances (1) :

  • Agency - Worksite, if you do not authorise personalised travel allowances
  • Home - Worksite, if you wish to authorise personalised travel allowances

For transport allowances (2) :

  • Company car, if you do not authorise personalised transport allowances
  • Personal vehicle, if you wish to authorise personalised transport allowances

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Example of "Agency - Worksite" and "Company car" settings

The travel and transport allowances taken into account when clocking in are those defined at site level. The fields for personalising travel/transport expenses are therefore not present in the personnel file.

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Example of a "Home - Worksite" set up where workers travel to worksites from home.

You can define a personalised travel allowance in each employee's file. When clocking in and out, if the commuting zone for the worksite is greater than that defined for the employee, then the worksite commuting zone will be used, otherwise the personalised commuting zone will be used.

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Example of a "Personal Vehicle" setting

You can define a personalised transport allowance in each employee's file. When clocking in, if the site transport zone is greater than that defined for the employee, then the site transport zone will be taken into account, otherwise the personalised transport zone will be used.

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Note :

If a member of staff is not concerned by transport allowances, you can select the "Not applicable" or "Company car" parameter. When clocking in and out, staff will then only be entitled to travel allowances.

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Important :
When you change the settings in a staff file (commuting/transportation allowances, packed lunches, employer contributions and average hourly cost), you can change the corresponding data from the clocking-in date. To do this, click on "Retroactive modification of time-clock charges" at the bottom of the central column in the staff master record.

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All you have to do now is click on the items you want to change and then click "confirm".

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Note :

If you want to display the explanations (1), go to the "Admin" tab and then "Agency". Then simply drag your mouse over the "i"(2) icon in the agency file.

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Related keywords :

Settings - allowances - journey zone - transport zone - expenses - travel - time