Adding bonuses/deductions to employees

Updated by Dana

You can add bonuses/deductions to an employee in several ways:

  • via the form
  • by import
  • on the employee profile

Adding bonuses/deductions via the form

  1. On the Bonuses and Deductions page, click Add bonuses/deductions > Add via the form.

Fill out the displayed form according to the following points:

  1. Select the employees you want to add a bonus to. You can use targeting to pre-filter employees. For example, you can filter by job title, company, group, etc. You can combine criteria.
  2. Select the bonus type.
  3. Select the month you want to add the bonus for from the calendar. The current month is pre-filled by default.
  4. Enter the amount (bonus/deduction value).
    An employee cannot enter the same type of bonus/deduction with the same amount in the same month. This restriction is to prevent unwanted duplication when entering bonuses.
  5. Select currency.
  6. Add a note.
  7. Add a bonus to selected employees using the Add bonuses/deductions button.

Adding bonuses/deductions by import

  1. On the Bonuses and Deductions page, click Add bonuses/deductions > Import from template.

  1. Download a blank structured .XLSX file.

  1. Fill in the downloaded file (required fields are marked with an asterisk) - in the Bonus type code column, only values ​​that are entered in the Bonus and deduction types code list can be selected. See the article Managing bonus/deduction types.

  1. Upload the completed file back and click Upload files.

The user is not allowed to import to employees for whom visibility is prohibited within groups.

Adding bonuses to an employee profile

  1. Go to the Bonuses and Deductions tab in the employee profile.
  2. Click the Add bonus/deduction button.

Fill out the displayed form according to the following points:

  1. Select the type of bonus/deduction.
  2. From the calendar, select the month you want to add the bonus/deduction for. The current month is pre-filled by default.
  3. Enter the amount (bonus/deduction value).
  4. Select a currency. By default, the currency that the selected employee has set in their profile on the Work Data tab in the Salary section is pre-set. If the employee has no currency set, the currency that is first in the relevant code list is pre-filled.
  5. Add a note.
  6. Add a bonus using the Add bonus/deduction button.

You can see all added bonuses/deductions both in the collective overview of bonuses and deductions and on the employee's profile. The employee only sees his bonuses on his profile when they are approved or closed. He does not see them in the Open or Rejected status.

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