Bonus / KPI — User Guide
Module: HR Payroll
Audience: Payroll administrators, HR managers
Version: 1.0.0
Last updated: 2026-07-22
Overview
Bonus / KPI is the monthly spreadsheet where you enter per-employee bonus KPI amounts before creating a pay slip run. Each employee has one editable Bonus KPI column.
Unlike commissions, there is no integration to pull bonus values from another module — amounts are entered manually on this screen.
Complete this screen after Manage employees and before creating a pay slip run for the month.
Prerequisites
- Permission: Bonus KPI → View (open the screen). Create or Edit to save (the save button is hidden without these).
- Employees must exist on Manage employees.
Step-by-step: Open and review the bonus KPI spreadsheet
- Go to Payroll → Bonus KPI.
- The page opens on the current month with one row per eligible employee.
- Read-only identity columns: HR code, staff name, department.
- Edit the Bonus KPI column for each employee.
Expected result: Handsontable grid with employee rows. The save button reads Submit (first save for the month) or Update (data already exists for all visible staff).
Step-by-step: Filter employees
- Set Month to the payroll period you are working on.
- Optionally filter by Department or Staff (multi-select).
- Wait for the grid to reload.
Tip: Confirm the month picker before saving — the save action uses the selected month.
Step-by-step: Enter bonus KPI amounts
- Click Bonus KPI cells and enter numeric values.
- Click Submit or Update.
Expected result: Success message; bonus data is stored for that month and used when you create a pay slip run.
Key fields
| Area | Examples |
|---|---|
| Identity | HR code, staff name, department (read-only) |
| Bonus KPI | Single numeric column per employee |
| Month | Controlled by the month filter (stored as YYYY-MM) |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot see all employees | View own permission only | Request Bonus KPI View (global) |
| Pay slip shows zero bonus | Wrong month or missing data | Re-check month filter; save before creating run |
| Submit shown when some staff already have data | Not all staff have rows for the month yet | Save to create rows for remaining staff |
| Bonus not reflected in total earnings | Payslip template may omit Bonus KPI column | Check Payroll → Settings → Payroll columns |
Related features
- Payroll → Settings → Payroll columns — Bonus Kpi column on payslips
- Payroll → Pay slips — consumes bonus values when creating a run
- Payroll → Reports → Payslip report — historical bonus totals from closed runs
- Payroll → Manage employees — prerequisite employee master data
- Payroll → Commissions — separate monthly variable-pay screen (commissions, not bonus)