Only Holded users with access to the Team App can register bonuses to company employees.
How to create bonuses for your employees
From the Team app you can create bonuses for your employees in a simple and intuitive way.
- Access the Team app
- Go to the " Bonus" section (left side menu).
- Select the blue "Create Bonus" button .
- Employee: Choose an employee that you've already registered in the "Employees" section of Holded Team. From here you'll also have the option to create a new employee.
- Description: Add a short comment to describe this bonus and what it's for. It's important that you do this so that you can refer back to this later on in the future.
- Tags: Includes tags to perform effective searches and find the "bonus" quickly.
- Period: You have the possibility to choose an annual, quarterly, monthly, personalised or even punctual bonus, if it is not something identified.
- Date: Select the date the bonus will be effective from.
- Bonus amount: Add the amount of the Bonus here
- Type of bonus: This will be fixed if the amount of the bonus is always the same, or linear if paid according to the % of the goal fulfilled.
- Conditions: this Includes a minimum and a maximum amount to delimit the bonus and add the current value .
Edit the Bonus created
Once you have created the Bonus you can modify it, mark it as completed, send it to payroll ... To do this all you have to do is follow the steps below:
- Access the Team app.
- Go to the " Bonus" section (from the left hand side nav bar).
- Click on the Bonus you created.
- Edit the current value : You'll simply have to change the amount to modify the current situation of the bonus.
- Mark the bonus as completed: If you select the "Completed" box you can indicate the bonus to be paid and the bonus that has already been paid to determine the status of the bonus.
- Send to Payroll : If you select this option, the Bonus will automatically be transferred to the "Payroll" module that you find in the left sidebar.
- Edit: Finally, you can change the Bonus conditions whenever you want.
When you create the Bonus, the employee will be able to see it automatically by accessing his portal, in the same way, they'll be able to visualise all the modifications that are made.
You can always export your created Bonuses from the upper right part of the Holded interface.
Now that you know how to create Bonuses, discover everything that your list of contracts offers in Team> Discover everything that the list of contracts offers.