Bonus templates
Create your bonus templates (meals, expenses, allowances) to then assign them to your employees and carry them over into payroll.
Bonus templates define the types of bonuses and allowances you grant to your teams: meal voucher, travel expenses, bike allowance, etc. Once a template is created here, you can assign it to an employee and find it in the payroll exports. Go to Settings ⚙️ → HR → Bonus template.
What bonus templates are for
Rather than re-entering each bonus by hand, you prepare your bonus types once and for all. Each becomes reusable: when assigning a bonus to an employee, in the performance sheets and in the exports to your secrétariat social or your payroll software. The code you associate with the template makes the link with these exports.
The list of templates
The table shows your existing templates with, for each one:
- ID: the internal identifier of the template.
- Name: the label of the bonus (for example "Meal" or "Expenses").
- Code: the short code (5 characters maximum) used in exports and payroll.
- Type: the nature of the bonus (for example a number or an amount).
- Actions: the Edit and Delete buttons.
Creating or editing a template
Click New to open the creation panel (the same one opens with Edit). Three fields must be filled in, all mandatory:
- Name: the label of the bonus, the one that will appear in the lists and sheets.
- Code: the associated short code, limited to 5 characters. This is what serves as a marker in the payroll exports.
- Type: the nature of the bonus, i.e. how it is counted. For example a number (a quantity, such as meal vouchers) or an amount (a value in euros, such as an expense reimbursement).
Finish with Save. The template then joins the list and becomes available to be assigned to your employees.
Deleting a template
The Delete button removes a template from the list, after a confirmation prompt. Only delete a template if it is no longer in use, to avoid losing the link with bonuses that have already been assigned or exported.