Managing bonus/deduction types

Updated by Dana

To manage bonuses and deductions, go to the HR > Bonuses and deductions > Types management tab in the main navigation menu.

Here is a list of all existing bonus and deduction types.

Creating a new bonus/deduction type

  1. Click the Add bonus/deduction type button.

  1. Enter a name (this field is required).
  2. Enter the code .
  3. Select the type (Bonus/Deduction).
  4. By default, the Published box is checked . If you do not want the new bonus type to be automatically published after adding it, leave this checkbox empty.
  5. Fill in the description .
  6. Optionally, add a note .
  7. Save using the Add bonus/deduction type button.

Editing an existing bonus/deduction type

  1. Click the pencil icon to open the details of the selected bonus/deduction type.

  1. Make the desired changes.
  2. Save using the Save changes button.

Copying a bonus or deduction type

  1. Select the type of bonus or deduction you want to copy and click the copy icon next to it.

  1. The same form as for adding a new bonus/deduction type will open.
  2. Enter the name and code . The other fields are pre-filled according to the selected original.
  3. Save using the Add bonus/deduction type button.

Deleting a bonus or deduction type

  1. Click the pencil icon to open the details of the selected bonus/deduction type.
  2. On the detail, click the Delete button.

  1. The system will ask you to confirm deletion. It will also show the number of existing employee bonuses and deductions, and the number of regular employee bonuses and deductions .

  1. Confirm deletion of the entry.

Click the Overview button to return to the Bonuses and Deductions overview.

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