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How to Manage Employee Bonuses

Overview​

This guide walks you through creating, updating, and deleting employee bonuses within the Payroll Workspace. You’ll learn how to set up a bonus category, create a new employee bonus, and manage existing bonuses efficiently.

Prerequisites​

  • Access to the Payroll workspace platform
  • Admin or authorized permissions to manage payroll data
  • A bonus category created in the Settings page

When You Need This​

  • Issuing performance or incentive bonuses to employees
  • Updating the details of an existing bonus (e.g., amount or category)
  • Removing bonuses that are no longer applicable

Step-by-Step Instructions​

Step 1: Access the Bonus Page​

  1. Log into your Organogram Payroll workspace at payroll.organogram.app
  2. From the left-hand sidebar, click "Payroll".
  3. Under the Payroll section, select "Bonus".

Bonus Page No Category

⚠️ If you don’t have a bonus category, click the "Settings" button on the Bonus page or click on settings from the left sidebar to create one before proceeding.

  1. After creating a bonus category, an employee bonus can then be created.

Bonus Page With Added Category

Step 2: Create a New Employee Bonus​

  1. On the Bonus page, click the "Add New" button.
  2. The "Add Bonus" form will appear.

Add Bonus Form

Fill in the following fields:​

  • Employee – Select the employee receiving the bonus (dropdown list).
  • Effective Date – Choose the date using the datepicker for when the bonus takes effect.
  • Category – Select the bonus category (must be created beforehand).
  • Amount – Enter the bonus amount.
  • Remarks – Add any notes or comments.
  1. After filling in the information, click the "Save" button.
  2. A notification will appear: "Bonus created successfully".
  3. The newly added bonus will now display in the Bonus Table.

Bonus Table

Step 3: View an Employee Bonus​

  1. Locate the bonus you wish to view in the Bonus Table.
  2. Click the three-dot menu icon (⋮) on the right-hand side of the bonus row.
  3. Select "View".
  4. A full-screen details dialog will open, displaying all bonus information including:
    • Amount
    • Effective Date
    • Status
    • Submission Date
    • Category Name
    • Category Description
    • Taxable
    • Remarks

View Bonus Details

Step 4: Edit an Employee Bonus​

  1. Locate the bonus you wish to edit in the Bonus Table.
  2. Click the three-dot menu icon (⋮) on the right-hand side of the bonus row.
  3. Select "Edit".
  4. The Edit Bonus form will appear, pre-filled with the current details.

Edit Bonus Form

  1. Update the necessary fields (e.g., amount, category, or remarks).
  2. Click "Save".
  3. A confirmation notification will appear: "Bonus updated successfully".

Note: The employee initially selected cannot be changed during editing. Only other details such as Effective Date, Category, Amount, and Remarks can be updated.

Step 5: Delete an Employee Bonus​

  1. In the Bonus Table, click the three-dot menu icon (⋮) on the bonus entry you want to remove.
  2. Select "Delete".
  3. A confirmation dialog will appear asking if you’re sure.
  4. Click "Yes" to confirm.
  5. The bonus will be deleted, and a notification will appear: "Bonus deleted successfully".