How do I create a bonus category?
In this first of our 6-part video series on creating a total compensation statement, you’ll go through the steps to create a bonus category. There are 3 steps to create a bonus category. First, you’ll need to create a compensation item.
Start on the Home page.
Click My Client Groups.
Click Compensation.
Click Compensation Items.
Add your new compensation item and enter the appropriate details, including the name, source type, and LDG.
Click Add.
Next, enter your payroll element.
In the Item Name field, enter Spot Bonus.
In the Source Type field, select Element Entry.
In the Legislative Data Group field, enter US and press ENTER.
In the Payroll Element field, select Search.
In the Payroll Element field, enter Spot Bonus.
Click Search.
In the Search Results, click Spot Bonus.
Click OK.
Enter and select the required information, including whether you want to allow proration, and then click Save and Close.
In the Input Value field, select Pay Value.
In the Allow Proration section, click Yes.
Click Save and Close.
Next, enter the category details and add items.
Click the Back icon.
Open the Compensation Categories workspace.
Click Compensation Categories.
Then, add your new category, and then select the bonus item you previously created.
Click Add.
In the Category Name field, enter Bonus.
In the Category Type field, select Cash Compensation.
Click Continue.
Enter the required name, and then a description and company contribution as needed.
In the Level of Detail field, select Viewers see all details on one page.
Click Add Items.
In the Name field, enter Spot Bonus.
In the Description field, enter Spot Bonus.
In the Company Contribution field, select Search.
In the Advanced search, you can use the name and source type to find the compensation item you’re looking for.
Click Advanced.
In the Item Name field, select Contains.
In the Item Name field, enter bonus.
In the Source Type field, select Element Entry.
Click Search.
In the Search Results, click Spot Bonus.
Click OK.
Repeat these steps to add as many items to this category as needed.
Click Add Item.
In the Name field, enter New Hire.
In the Description field, enter New Hire Bonus.
In the Company Contribution field, select Search.
Click Advanced.
In the Item Name field, select Contains.
In the Item Name field, enter bonus.
In the Source Type field, select Element Entry.
Click Search.
In the Search Results click Bonus.
Click OK.
Click Add Item.
In the Name field, enter Annual Bonus.
In the Description field, enter Annual Bonus.
In the Company Contribution field, select Search.
Click Advanced.
In the Item Name field, select Contains.
In the Item Name field, enter bonus.
In the Source Type field, select Element Entry.
Click Search.
In the Search Results click Annual Bonus.
Click OK.
In the Edit Column Properties field, select Your Contribution.
You can remove columns from appearing in the statement, or change the name of the columns in the statement as needed.
Click to select the Don’t display in statement checkbox.
Click OK.
In the Edit Column Properties field, select Company Contribution.
In the Column Label field, enter ‘Amount’ so that the label is Company Contribution Amount.
Click OK.
Now you can configure your display options.
Click the Graphs tab.
On the Graphs tab, by default, you can create two graphs. You also have the option not to display to graphs. Enter the title, the type of graph, and graph items.
In the First Graph, in the Graph Title field, enter Your Bonuses.
In the Graph Type field, select Bar.
Click the Company Contribution Amount checkbox.
In the Second Graph, in the Graph Title field, enter How Your Bonuses Add Up.
In the Graph Type field, select Bar - stacked.
Click the Company Contribution Amount checkbox.
Click the Descriptive Text tab.
You can enter text and change the layout as needed, as well as add hyperlinks and graphics. You also have the option not to display any descriptive text. Once you’ve made all your selections, if you need to, you can change the order the components will appear in the statement.
In the Description field, enter Congratulations on your bonus, and thanks for your contribution.
Click Reorder Components.
Please note that reordering the components will only impact the Printable Statement, not the Online Statement.
Click to select Descriptive Text.
Click the Move selected item to bottom of list icon.
Click OK.
Once you’ve made all your selections, click Save and Close.
Click Save and Close.
This concludes part 1 of our 6-part video series on creating a total compensation statement. Be sure to check out part 2, where you’ll go through the steps to create a salary category. Thanks for watching.