Documentation
User Manual / HR & Admin Guide / Employee lifecycle
v1.0.0 · Release preparation Requires EmployeeLifecycle module
Roles & permissions

admin · super admin · hr admin · hr manager · accounts · Human Resource manager · manage bonus cycles. Availability depends on your company's configuration.

Managing a bonus cycle

Create a bonus cycle, generate the bonus entries for it, adjust individual bonuses if needed, then submit the cycle for approval.

  1. Employee Lifecycle — Open the Employee Lifecycle group in the menu.

  2. Bonus Cycles — Then choose Bonus Cycles.

  3. Create Cycle — Click Create Cycle at the top right.

  4. Name — A name for the cycle.

  5. Year — The year it applies to.

  6. Default — Default bonus percentage for eligible employees.

  7. Processing Date — When the bonuses are processed.

  8. Create — Save the cycle — it appears in the list as a Draft.

  9. Draft row — Find the draft cycle on the list.

  10. Generate — Click the play button — a bonus entry is created for every eligible employee, and the cycle moves to Generated.

  11. Generated row — Find the generated cycle.

  12. Submit for Approval — The cycle moves to Pending Approval and routes through your Bonus Cycle Approval workflow.

Availability

The Employee Lifecycle area may not be turned on for your company yet. If you don't see it in your menu, it isn't enabled — check with your HR or IT team.

Creating a cycle

  1. In the left menu, open Employee Lifecycle and choose Bonus Cycles.
  2. Click Create Cycle. A panel slides in from the right.
  3. Fill in:
    • Name — a name for the cycle.
    • Year — the year it applies to.
    • Default % — the default bonus percentage for eligible employees.
    • Processing Date — when the bonuses are processed.
    • Notes — optional.
  4. Click Create. The cycle is saved as a Draft.

Generating the bonuses

  1. On the Bonus Cycles list, find the draft cycle.
  2. Click the play button in the Actions column and confirm.

This creates a bonus entry for every eligible employee using the cycle's default percentage, and the cycle moves to Generated. The Bonus Count column updates.

Editing or skipping individual bonuses

Once bonuses are generated, you can adjust a specific employee's bonus amount or skip it entirely so they're left out of this cycle. (These changes are made per bonus entry.)

Submitting for approval

  1. On the Bonus Cycles list, find the generated cycle.
  2. Click the check button in the Actions column and confirm.

The cycle is routed through your company's Bonus Cycle Approval workflow and moves to Pending Approval. Once approved it becomes Completed.

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