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Add Bonus Information

Summary

 Learn how to edit an existing pay rate for an employee in Plumm. This process is available when the employee’s pay type is set to "Hourly."

In this article

  •  Before you begin
  • Step 1: Access the user profile
  •  Step 2: Add bonus information
  • Step 3:Save the bonus details
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to add bonus information to your profile.
  • Have all the required bonus details ready, such as the bonus amount, criteria, and dates.

Step 1: Access the user profile

  1. Go to your user profile by selecting your name or profile icon in the dashboard.
  2. Click on the "Money" tab in your profile to manage your financial details.

Step 2: Add bonus information

  1. In the Bonus Information section, click on the 3 dots (options menu).
  2. Select "Add" from the dropdown menu.
  3. Enter the date of the bonus.
  4. Select the bonus currency from the available options.
  5. Enter the bonus amount you received.
  6. Provide the criteria that applies to the bonus (e.g., performance, sales target).
  7. Enter the Effective Date when the bonus applies.
  8. Select the Paid Currency that was used for payment.
  9. Enter the Paid Amount that you received.
  10. Provide a Reason for the bonus (e.g., reward for achieving target).
  11. Select the status of the bonus (e.g., Paid, Pending).

Step 3: Save the bonus details

  1. After entering all the required details, click "Save" to add the bonus information.
  2. Your bonus information will be securely saved to your profile.

Frequently Asked Questions (FAQ)

1. Can I add multiple bonuses at once?

Currently, you can only add one bonus entry at a time. Repeat the process for each additional bonus.
 

2 .  What should I do if I made a mistake while adding the bonus details?

You can edit the bonus information by clicking the "Edit" button next to the entry if it hasn’t been finalized.

3.  Is it safe to enter my bonus details?

 Yes, all bonus information is securely stored and encrypted to ensure the privacy and safety of your data.
 
 

4. Can I delete bonus information once it’s saved?

  Yes, you can delete your bonus information at any time by selecting the "Delete" option next to the entry.