Back to easy-review.de
DE EN

Create a bonus payout

Requirements

Before you can create bonus payouts, the following must be in place:

  • The bonus system must be configured for the target agreement process (by customer support).
  • You need the HR or executive management role. If the setting “Restrict payout management to the HR role” is not active, supervisors can also create payouts for their employees.

Create a payout

  1. In the sidebar, click Objectives and open the process for which the bonus system is active.
  2. Click the Payouts tab next to the “Objectives” tab.
app.easy-review.de
Edition overview with the Payouts tab
  1. Click the Payouts button above the payout list.
app.easy-review.de
Payout list with the "Payouts" button
  1. Fill in the form:
    • Objective: Select the employee’s target agreement from the dropdown. Only target agreements with an active bonus system are shown.
    • Payout date: Choose the payout date from the calendar.
    • Amount: Enter the payout amount.
    • Note: Optionally add a note about the payout.
app.easy-review.de
Form for creating a payout
  1. Click Save.

The payout is created and appears in the payout list. You see a confirmation reading “Payout successfully added”.

app.easy-review.de
Confirmation after saving