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Attendance bonus

Attendance - Bonuses

Module Overview

The Attendance - Bonuses module enables proposing and approving monthly bonuses for employees. The system uses a two-round approval workflow ensuring control and transparency in the bonus allocation process.

Main purposes:

  • Allow supervisors to propose bonuses for their subordinates
  • Provide main approvers the ability to review and approve proposed bonuses
  • Automate email communication in the approval process
  • Ensure records and history of all changes
  • Provide clear annual reports on paid bonuses

User Rights

The system distinguishes five access levels:

  • No access - User cannot see any bonus information
  • View own bonuses - Employee can view their own approved bonuses
  • Supervisor - propose bonuses - Can propose bonuses for subordinates
  • Main approver - final approval - Has final say on all bonuses
  • Accountant - view all bonuses - Can view and export all approved bonuses

User Interface

Main Screen

The main screen displays a filter panel with Year and Month selection, and a detailed table showing employees with bonus columns.

Single Month View

Columns include: Employee, Position, Department, Base Salary (optional), Previous Bonus, Proposed Amount, Proposal Note, Approved Amount, Approval Note. Green background indicates confirmed/locked bonuses.

Annual View

When selecting "---Whole Year---", a summary table shows bonuses for all 12 months with totals per employee and month.

Basic Operations

For Supervisors - Proposing Bonuses

  1. Open the module and select Year and Month
  2. Enter proposed amounts for each subordinate
  3. Add notes explaining the bonus amounts
  4. Click "Save as Draft" to save without locking
  5. Click "Save and Send for Approval" to submit and lock proposals

For Main Approvers

  1. Review all proposals from supervisors
  2. Leave Approved Amount empty to accept proposals as-is
  3. Enter different amounts to modify proposals
  4. Add approval notes as needed
  5. Click "Save and Lock Month" for final approval
  6. Use "Unlock" button for additional changes if needed

For Employees

View your approved bonuses for any month or see the annual summary. Only finalized (green) bonuses are visible.

For Accountants

View all approved bonuses, export to Excel, print reports, and adjust column visibility for custom reports.

Workflow Process

Phase 1: Proposal

Supervisors prepare and submit bonus proposals for their subordinates.

Phase 2: Notification

Main approvers receive email notifications with proposal summary and quick approval buttons.

Phase 3: Approval

Main approvers review, modify if needed, and finalize by locking the month.

Phase 4: Distribution

Automatic email notifications sent to accountants, supervisors, and employees based on settings.

Settings

Administrators can configure:

  • Display of base salary column
  • Email notifications after proposal submission
  • Email notifications to main approver after final approval
  • Email notifications to accountants after final approval
  • Email notifications to supervisors (none, text only, or with subordinates table)
  • Email notifications to employees about their approved bonuses