How to create and apply an employee bonus

This method can be used to provide any lump sum payment to an employee.

Setting up the Bonus

1. Under the Options tab, click Allowance.
   
   
   
2. Click New.
   
   
   
3. Enter all applicable information.
4. If the Allowance Amount is a fixed amount, you can enter it here. But if you plan on using this allowance with multiple employees for different amounts, enter $1, and use a multiplier in the payrun against the employee.
5. Click Save.
   
   

The above screenshot is an example only, types/expense accounts, tax, and super check boxes should be confirmed with your accountant

Assigning the Bonus

1. Under the Main tab, click Employee.
2. Double click on the employees name to open their file.
   
   
   
3. Navigate to the Allowance tab, and click +.
   
   
   
4. Select the Allowance and click Ok.
   
   
   
5. Save and Close.

Applying the Bonus

1. In the Payrun screen, tick the box to Pay your employee.
   
   
   
2. Double click on the employee to open the pay editor.
3. Click in the Date Field in the Allowance/Deduction/Commission/Bonus area.
4. Select the Bonus Allowance from the drop down.
5. Enter a Unit Amount for the bonus (If using $1 as your bonus amount, use the Unit Amount as your multiplier)
   
   
   
6. Save and Close.