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Edit Bonus Information for a User

Summary

 This article explains how Managers can edit bonus information in a user's profile in Plumm. It covers the permissions for Managers and the steps to modify bonus-related details, such as bonus amount, criteria, and other relevant information.

In this article

  • Before you begin
  • Step 1: Log in and Navigate to User's Profile
  • Step 2: Edit Bonus Information
  • Frequently Asked Questions (FAQ)

Before you begin

Ensure you have the required permissions to edit bonus information for users. If a Manager has permission, only in this case can they edit bonus details; otherwise, they can only view the information.
Make sure you have the updated bonus details, including the revised bonus amount, criteria, and dates.

Step 1. Log in and Navigate to Core

  1. Log in to Plumm using a Manager account or any user account with the required permissions to manage profiles.
  2. From the main dashboard, click on the 9 dots icon.
  3. Select Core from the list of options available.
  4. Once in the Core section, locate the People or User Management area.
  5. Find the user for whom you wish to add or update their bank details.
  6. Click on the Action button next to the user’s name.
  7. Select Edit to open the user’s profile.

Step 2. Edit bonus information

In the user profile, follow these steps to edit the bonus information:
  1. Click on the Money tab within the user’s profile to manage financial details.
  2. Scroll down to the Bonus Information section.
  3. Click on the 3 dots (options menu) next to the bonus entry you want to edit.
  4. Select Edit from the dropdown menu.
  5. Modify the following details as needed:
    • Date: Update the date for the bonus.
    • Bonus Currency: Change the currency if applicable.
    • Bonus Amount: Adjust the bonus amount.
    • Criteria: Modify the criteria for receiving the bonus (e.g., performance, sales target).
    • Effective Date: Update the effective date when the bonus applies.
    • Paid Currency: Change the currency used for payment.
    • Paid Amount: Modify the actual paid amount.
    • Reason: Edit the reason for awarding the bonus (e.g., achievement of a specific target).
    • Status: Update the status (e.g., Paid, Pending).
  6. After making the necessary updates, click Save to confirm the edited bonus information.

Frequently Asked Questions (FAQ)

1. Who can edit bonus information for a user?

Only Managers with the appropriate permissions can edit bonus information. If you do not have these permissions, you will only be able to view the information.
 

2. Can I edit multiple bonus entries for a user?

Yes, you can edit multiple bonus entries by selecting each one and updating them as needed.

3. What happens after I edit the bonus information?

After saving the changes, the updated bonus details will replace the previous information and will be reflected in the user’s profile.
 
 

4. Can I delete bonus information after editing it?

Yes, you can delete any bonus entry by selecting Delete from the options menu next to the entry in the Bonus Information section.