Report overview
This report provides an overview of all bonuses paid to employees within a specified date range. This report allows users to track and review different types of bonuses awarded to employees, categorised by method and amount. For more information on bonus methods, click here.
Accessing the report
- Hover over Reports and click Bonus Amounts.
- Use the filters to refine your results as needed:
- Team Member: Select an individual or view all employees.
- Location: Filter results based on location.
- Team: Filter by specific teams.
- Date From / Date To: Define the period for which you want to view bonuses.
- Pay Period: Select specific pay periods or view all.
- Bonus Method: Filter by the method used to calculate bonuses.
- Bonus Amount: Choose to show or hide zero bonus amounts.
- Click the GO button to generate the report.
Understanding the data
The report displays data in a structured table format with the following columns:
- Team Member: Name of the employee who received the bonus.
- Pay Period: The pay cycle in which the bonus was issued.
- Bonus Method: The calculation method used for the bonus.
- Bonus Amount: The total bonus received by the employee.
At the bottom of the report, a total bonus amount is displayed, summarising all bonuses within the selected period.
Exporting or printing the report
Users can either:
- Print the report to generate a hard copy or save it as a PDF for record-keeping.
- Export the report to download it as an Excel file for further analysis.