How to add a bonus payment for all your staff

Please see below the step on setting up the ability to add a bonus for your staff. There are 2 ways you can set up the bonus payments

  1. Apply a bonus allowance to each individual employee during the pay run
  2. Amend the Allowance/Deductions Templates. (Recommended)

Basic Overview

The recommended approach is:

  1. Discover the allowance/deduction template your employees are on.
  2. Add the Bonus to the allowance and deduction sets
  3. Apply the changes to all the employees
  4. Process payroll and update the Bonus Amounts, If not already set.

Discovering who is on what Allowance/deduction Template

The following steps will help you to quickly find out which Allowances/Deductions Template your employees are on. Once you know this you will be able to make the changes to the correct Sets

  1. Go to the Setup Tab and Click on the Allowances & Deductions button
  2. In the Allowance/Deduction Templates page. Click on Apply. This will bring up a list of all the employees and which template they are on.
  3. Click on the Current Allowance Set heading to sort the list of templates. Take note of all the Current Allowance sets that your employees are attached to. If there are any none allowance sets then you will need to assign an Allowance set to the employee on their Employee file under the Pay tab.
    TIP
    : We recommend having a blank "Default" allowance set up for these types of situations. This will allow you to add an allowance or deduction at payroll easier.
  4. Once you have noted down the templates you need to make changes to, click on Close

Updating the Allowance/Deductions Templates.

  1. Go to the Setup Tab and Click on the Allowances & Deductions button

    Once the Allowance/Deductions Templates window you will need to update all of the global templates to have the following.

  2. Double click on the Allowance template to edit it
  3. Check that there isn't already a bonus allowance added to the template, If not click on Add
  4. Add the following information as below in the screenshot
    1. Name: Add the Name of the Allowance
    2. Type: Normal Allowance
    3. Amount: You can select the option you would like the amount to be based on. In this example it is a fixed amount at $0.00 – This will let you add the amount in payroll
    4. Per: set this as the same period as your payroll (Weekly, Fortnightly, etc.…)
    5. PAYG Location: this is where it will show in the PAYG Summaries at the end of the financial year
    6. Process As dropdown is dependent on if you want to pay as a Before Tax Allowance or as an After-tax allowance (see screenshot below)
    7. Cost: Where you want the bonus to be costed too. In this example, we used "Allocate to default location"
    8. Department: This will be greyed out
    9. Options: Typically you would add this into your payroll Tax and if you only want it to show in the next pay run tick "Pay in Next Pay Only"
  5. Once added then Click on Save
  6. Then repeat steps 2 – 5 for each template you required this bonus to be added to.


An After Tax Allowance might look like this:


Applying the updates to the employee

Once you have made a change to the Allowance/deduction templates you will need to apply these changes to the correct employees.

  1. Go to the Setup Tab and Click on the Allowances & Deductions button
  2. In the Allowance/Deduction Templates page. Single-click to select the template you want to apply to the employees. Then click on Apply. This will bring up a list of all the employees and which template they are on. In this example, we want to apply the Allowance template to the correct employees
  3. When in the Apply Allowance/deductions: "Template" (in this example is it Delivery) window. To apply the changes made to a template to your employees you will need too.
    1. Sort by the allowances set, by clicking on the Current Allowance Set heading.
    2. Click on the first employee with the template you want to update
    3. Hold down the shift key on your keyboard
    4. Click on the last employee with the template you want to update
    5. Once the employees attached to this allowance are selected. Click on Apply
  4. This applies the Bonus to all of the employees that were selected, Click on Close
  5. Repeat steps 2 – 4 for each template that you need to update.

Applying the Bonus to the Payroll.

Run the Payroll as per normal

  1. Once in the payroll (depending on if it was a before or after-tax allowance), you will see the bonus allowance. Click on the pencil to edit and add the amount for each employee.
  2. If you want you can add a message

    OR Adding it as an after tax allowance

  3. Then continue to process as normal.

Running the Payroll for Just the Bonus

You might want to apply the bonus for your employees outside of your normal pay run. If that is the case after you run the normal payroll and you have exported the aba file. Please navigate to the location you save the aba file too and then rename the file so it doesn't get overwritten. OR you can copy the file and past it to a different location.

  1. Open up the payroll window.
  2. Select payroll for the next period
  3. Edit the period to be the same as the payroll that you have just done and ticked the No entitlements payroll tick box (This will ensure that leave is not accrued in this payrun)
  4. Go in to the payroll. (it should look something like this)
    1. If there are any timesheets that have been auto-generated you can delete them as they have already been processed
  5. Once in the payroll (depending on if it was a before or after-tax allowance), you will see the bonus allowance. Click on the pencil to edit and add the amount for each employee.
  6. If you want you can add a message
  7. Then process as normal.