Create a Bonus Category

This example demonstrates how to create a bonus category that includes a profit sharing bonus, a new hire bonus, and a quarterly bonus. The new hire and quarterly bonus items already exist and are reused in this category.

The following table summarizes key decisions for the Profit Sharing compensation item in this scenario.

Decision to Consider	Item in This Example
What compensation does the item represent?	Profit sharing bonus
What's the source type?	Payroll element
What's the legislative data group?	USA

The following table summarizes key decisions for the category in this scenario.

Decision to Consider	Category in This Example
What's the category type?	Cash Compensation
Display category details in the statement at what level?	Viewers see all details on one page.
Add items?	Yes: Profit sharing bonus, new hire bonus, and quarterly bonus.
Display graphs? How many? What type?	Yes. Two: Bar and stacked bar.
Hide or edit any columns in the category?	Hide worker contributions because this is a cash compensation category. Edit company contribution column name to make it familiar to workers.

Task Summary

To create the bonus category, complete the following tasks. Use the default values except where otherwise indicated.

1. Create a profit sharing bonus item.

2. Create a bonus category.

3. Attach the item you created along with other existing bonus items.

4. Configure display options.

Prerequisites

1. Create a payroll element named Profit Sharing Bonus using the USA legislative data group.

2. Create the following compensation items using payroll elements in the USA legislative data group:

   • New Hire Bonus

   • Quarterly Bonus

Creating a Compensation Item

Create the compensation item.

1. Click the Manage Compensation Items task.

2. Click Create.

3. Complete the fields as shown in this table:

   Field	Value
   Item Name	Profit Sharing Bonus
   Source Type	Element entry
   Legislative Data Group	USA
   Payroll Element	Profit Sharing Bonus
   Input Value	Pay Value

4. Click Save and Close.

Entering Category Details and Adding Items

1. Click the Manage Compensation Categories task.

2. Click Create.

3. Complete the fields, as shown in this table.

   Field	Value
   Name	Bonus
   Category Type	Cash Compensation

4. Click Continue.

5. Select Viewers see all details on one page in the Level of Detail field.

6. Click Add Items three times to add three new rows.

7. Complete the fields for each new row as shown in this table.

   Name	Description	Company Contribution (Items)
   Profit Sharing	Profit Sharing Bonus	Profit Sharing Bonus
   New Hire	New Hire Bonus	New Hire Bonus
   Quarterly	Quarterly Bonus	Quarterly Bonus

8. Click Edit Column Properties and select the Your Contribution column.

9. Select Do not display in the statement.

10. Click OK.

11. Click Edit Column Properties and select the Company Contribution column.

12. Enter Amount in the Column Label field.

13. Click OK.

Configuring Display Options.

1. Select the Graphs tab.

2. Complete the fields for two graphs, as shown in this table.

   Field	Value for the First Graph	Value for the Second Graph
   Graph Title	Your Bonuses	How Your Bonuses Add Up
   Graph Type	Bar	Bar - stacked
   Graph Items	Amount	Amount

3. Click Save.

4. Click OK in the confirmation.

5. Select the Descriptive Text tab.

6. Enter any text here to describe what's included in this category or details about policies, and format it appropriately.

7. Click Reorder Components at the top of the page.

8. Select Descriptive Text and click the downward arrow until Descriptive Text appears below Graphs.

9. Click OK.

10. Click Save and Close.