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My Allowance

 Summary

My Allowance is the employee view of an allowance assigned to you. From My Money > Benefits, open an Allowance card to view your current allowance, used and remaining amounts, enrolment details, request a payment, and update an allowance row when approval is not required.

In this article

  • Before you begin
  • Opening My Allowance
  • Read the amount summary
  • Read Enrolment details
  • Request a payment
  • Reviewing Used and Requested
  • Updating an allowance row
  • Frequently Asked Questions (FAQ)

Before you begin

You must have an active Payroll add-on to access and use Payroll features.

You need My Money access and View My Benefits permission.

The allowance must be assigned to you with the status Member for it to appear under Benefits.

If the benefit cannot be found, or you do not have an allowance row with an effective date, Plumm takes you back to My Money.

Used, Requested, and Remaining are calculated for the current allowance cycle. The cycle can be:

  • Monthly
  • Yearly
  • Weekly

Opening My Allowance

Log in to Plumm and open the 9-dot menu.

Under Money, select My Money > Benefits.

Select an Allowance card, or open the three-dot menu (⋮) and select View.

The page title is My Allowance, and the heading displays the benefit name.

The type tag in the summary displays Allowance.

Use the back chevron to return to My Money.

Read the amount summary

The summary provides an overview of your allowance for the current cycle.

Allowance

Displays the allowance amount with its currency.

If there is no amount, Plumm displays 0.00.

Used

Displays the approved amount for the current cycle with its currency.

Select Used to open a sidebar containing the approved allowance lines.

Requested

Displays the pending amount for the current cycle.

Pending includes requests with the status:

  • PENDING
  • UNDERAPPROVAL

Requested is shown only when the pending amount is not 0.

Select Requested to open a sidebar containing the pending lines.

Remaining

If there is no pending amount, Remaining is calculated as:

Allowance - Used = Remaining

If there is a pending amount, Remaining is calculated as:

Allowance - Used - Requested = Remaining

The visible action on the summary is New Request.

Read Enrolment details

The Enrolment details section displays information about your current allowance enrolment.

Allowance

Displays the enrolled amount with its currency.

If no amount is available, Plumm displays ---.

Effective start date

Displays the effective date of the enrolment.

If no date is available, Plumm displays ---.

Added by

Displays the name and photo of the person who added the enrolment.

If this information is unavailable, Plumm displays ---.

The grid below the enrolment information contains:

  • Effective Date
  • Effective End Date
  • Allowance
  • Status

The status comes from your allowance record. Payroll benefit values include Member and Not included.

If there are no allowance rows, Plumm displays Nothing to show here yet.

Use Search to find a specific row.

Available page sizes are:

  • 10
  • 50
  • 100
  • 200
  • 500

Use the grid export option to download MyAllowance.xlsx. The worksheet name is MyAllowance.

Request a payment

Select New Request to open the payment request sidebar.

The sidebar heading is Request Payment.

Remaining Today

Displays your current remaining allowance as a number.

Amount

Enter the amount you want to request.

This field is required.

Notes

Enter any required information about your payment request.

This field is required.

Select Request to submit the payment request.

Validation messages

Plumm can display:

  • Required field – when Amount or Notes is empty.
  • Amount cannot be zero – when the entered Amount is 0.
  • Amount exceeds the remaining allowance – when the entered Amount is greater than Remaining.

If the request is saved successfully, Plumm displays Added successfully! and reloads the page.

If the request cannot be saved, Plumm can display Something went wrong, Please try again. or Something went wrong, please try again.

A new request is created with the status PENDING.

If the allowance approval rule is Auto Approval with Is Default, the request is created with the status APPROVED.

The Transaction Status is stored as NOT PAID.

Reviewing Used and Requested

Used

Select Used to open the sidebar.

The sidebar heading displays the benefit name.

Each approved line displays:

  • Date in dd MMM yyyy format
  • Amount

A total is displayed below the list.

If there are no approved lines, Plumm displays Nothing to show here yet.

Requested

Select Requested when the tag is available.

The sidebar displays PENDING and UNDERAPPROVAL lines for the current allowance cycle, along with the total.

If the pending amount is 0, the Requested tag is not displayed.

Updating an allowance row

Open the three-dot menu (⋮) on the required grid row.

When Update is available

Update is shown and enabled when:

  • The status is not Not included.
  • The benefit does not require an approver.

When Update is disabled

Update is shown but cannot be selected when:

  • The status is not Not included.
  • An approver role is set.

Update is not shown when the status is Not included.

Select Update when the option is available.

The sidebar heading displays the benefit name, and the footer button changes to Update.

Employee

Displays your name and photo.

This field cannot be edited.

Effective Date

Displays the effective date from the selected allowance row.

This field is disabled and cannot be edited.

Allowance

Enter the required allowance amount.

This field is required.

Select Update to save the changes.

Validation messages

Plumm can display:

  • Required field – when Effective Date or Allowance is empty.
  • Allowance amount cannot be zero – when Allowance is 0.
  • Error in dates, please refresh and try again – when the dates cannot be read.
  • Invalid input data. Please check your entries – when the entered information is invalid.

If the update is successful, Plumm displays Updated successfully! and refreshes the grid.

Frequently Asked Questions (FAQ)

  • Who can open this page?
    People with My Money access and View My Benefits permission who have an Allowance card under Benefits can open My Allowance.
  • Why is Requested missing?
    Requested is not displayed when the pending amount is 0.
  • Can I opt out from My Allowance?
    No. Use New Request to request an allowance payment.
  • Why is Update disabled?
    An approver is set on the benefit. You can update an allowance row only when the benefit does not require an approver and the status is not Not included.
  • What do PENDING, UNDERAPPROVAL, and APPROVED mean?
    These are allowance request statuses. Used counts requests with the status APPROVED, while Requested counts requests with the status PENDING and UNDERAPPROVAL.