Report overview
This report provides a detailed breakdown of additional payments made to employees over a selected period. This includes both bonus payments and extra payments.
Accessing the report
- Hover over Payroll and click Bonus / Extra Payments.
- Use the filters to refine your report:
- From / To Date: Select the date range for the report.
- Team Member: Choose a specific employee or view all.
- Team: Filter by team.
- Location: Narrow down results by location.
- Employee Type: Select a specific employee type.
- Activity: Filter by activity code.
- Category: Filter by payment category.
- Click the GO button to generate the report.
Understanding the data
The report displays information in a structured table with the following columns:
- Team Member: The employee who received the payment.
- Payment Date: The date the payment was processed.
- Payment Type: Identifies whether the payment is a bonus payment or extra payment.
- Category/Activity: Specifies the associated category or activity for the payment.
- Type: Indicates whether the payment is discretionary or non-discretionary.
- Frequency: Defines how often the payment is made.
- Description: Additional details about the payment.
- Payment Amount: The total amount paid, including holiday pay if applicable.
- Paid: Indicates whether the payment has been processed (✔ for paid, ✖ for unpaid).
At the bottom of the report, a total payment amount is displayed, summarising all payments in the selected period.
Managing payments
Users can perform the following actions directly from the report:
- Export the report to Excel for further analysis.
- Add Bulk Bonus / Extra Payment to enter multiple payments at once.
- Add Extra Payment for individual entries.
- Delete a payment. This can be done if there is a cross icon in the Paid column. Payments can be deleted individually or in bulk by selecting the checkbox to the right of the column and clicking Delete at the bottom of the report.