Bulk Import Custom Allowance

SalaryBox lets you create any custom allowance and assign it to your entire team in a single Excel upload. 

Part 1: Add a Custom Allowance in Salary Settings #

1. Log in to the SalaryBox web app.
2. Go to Settings from the top right menu.
3. Under Salary Settings, click on Salary Details Import Settings.
4. Click + Add Allowances. A dropdown will appear with a pre-defined allowance.
5. Select the allowance you need from the list. If your allowance is not listed, click + Add Custom Allowance at the bottom of the dropdown to create your own.
6. Choose the calculation type for the allowance:
   • Flat Rate – A fixed amount is paid regardless of attendance.
   • On Attendance – The amount is calculated proportionally based on the number of days the employee is present.
7. You can also add the custom allowance under Employer Contributions or Employee Contributions in the Compliance section, depending on your requirement.
8. Once you have configured everything, click Save Settings.

Note: After saving, your newly created custom allowance will automatically appear as a column in the salary import template. This allows you to assign values to it in bulk.

Part 2: Bulk Import Allowance Values for Your Team #

Now that the custom allowance is set up, you can assign its value to multiple employees at once using the salary import template.

1. Go to My Team from the left menu.
2. Click on the Salary Details tab.
3. Use the Salary Type filter to select the type you want to update – Monthly, Daily, or Hourly.
4. Click on Update Staff Salary. A dialog box will appear titled Update Multiple Staff Salary.
5. In Step 1, click Download Template. This will download an Excel file containing all your employees and salary heads – including the custom allowance you just created.
6. Open the downloaded template in Excel. You will see your custom allowance listed as a separate column. Enter the allowance amount for each employee as needed.
7. Save the file and go back to the Update Multiple Staff Salary dialog.
8. In Step 3, click Upload Staff Salary. Select your updated template and upload it.

Once the upload is complete, the custom allowance values will be applied to all the selected employees in bulk. You can verify the updated amounts in the Salary Details tab under My Team.