Overview

This article is for People First Payroll users only (HRIS for Payroll).

This article explains how to record a temporary claim (or an adjustment / deduction) in People First Payroll, such as overtime, KIT days, unpaid absence hours, and expenses. 

Instructions

Follow these steps to record a temporary claim:

1. Select Org chart:

   

2. From the Organisation Chart, select the employee for whom you want to record a temporary claim.
3. From the employee's Profile, select the Pay tab:
   
4. Scroll through the tab and select Add Claim:
   
5. Search for, and select a reason for the claim, for example, general out of pocket Expenses:
   

6. Enter the relevant entries in the Enter claims details window (the values may enter depending on the type of claim):
   

   Time entries	When entering times: Using a colon as the separator will give a time value, for example,1:30 is recorded as 1 hour 30 minutes. Using a full stop as the separator will give a decimal value for the time, for example, 1.30 is recorded as 1 hour 18 minutes.
   Payment entries	Payments must be entered as a positive value without any symbol, for example, 10.00
   Deduction entries	Deductions must be entered with a minus (-) symbol in front of them, for example, -10.00 Failure to input the minus symbol will result in a payment being made instead of a deduction being made.
   Salary sacrifices	Salary sacrifices must be processed as a deduction, using the (-) symbol.

7. When completed, select Submit.

Outcome

A message is displayed confirming that the temporary claim has been created:

The claim is listed in the Claims section of the employee's Pay tab:

1. To edit the claim, select it, then from the Claim details for window select Edit. Make your changes, then select Submit.
2. To delete the claim, select it, then from the Claim details for window select Delete. When prompted, select Yes to confirm the deletion.

Updated 05 February 2026 09:25