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.
Decision to Consider | Item in This Example |
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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 |
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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. |
Before you start
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Create a payroll element named Profit Sharing Bonus using the USA legislative data group.
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Create the following compensation items using payroll elements in the USA legislative data group:
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New Hire Bonus
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Quarterly Bonus
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Here's what to do
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Create a compensation item.
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Enter category details and add items.
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Configure display options.