Bonus calculation

Bonus calculation is a configuration reference surface for reviewing bonus settings in stage order, from Costs through Bonus distribution. Use it when you need to review branch values, salary groups, targets, achievement settings, or the distribution of a bonus.

Before you start

Prerequisites

• You have access to the configuration area.
• You know which year you need. The Year list contains 2021, 2022, and 2023.
• You know which stage you need to review. The available stage tabs depend on the current stage data loaded for the selected year.

The selected year loads the bonus header and its current stage. When no usable year is provided, the page uses 2021.

With these prerequisites in place, open Bonus calculation from the configuration menu.

Open Bonus calculation

Open Bonus calculation from the configuration menu when you need to review a particular year.

Prerequisites

• You have the required configuration access.
• You have a year value from the Year list.

Steps

1. Open the configuration area.
2. Select Bonus calculation.
3. Check that Year and the bonus stage controls appear.
4. If another page opens, return to Bonus calculation from the configuration area.

The rendered page displays Sort by Booking, Sort by Target, and Sort by Achievement instead of the bonus stages.

Result: The page is ready when Year and the bonus stage controls are visible.

Continue with the stage and field descriptions below.

Read the stages and fields

The page presents the exact stages Costs, Salaries, Achievement, and Bonus distribution, with target values shown in the stage data. A branch section opens only when its branch data is present and the branch is opened.

The stages form a year-based sequence. Costs records branch cost inputs, Salaries records salary amounts and optional service usage, Achievement displays sales-team booking and tendency values and accepts teamless performance and a minimum booking rate, and Bonus distribution sets the share of net earning used as a bonus and displays distribution results by team and teamless group.

Note: Target settings are not available from the rendered stage bar.

The labels available for the fields include Year, Min margin, Salary portion for teamless, Commission/Margin distribution, and Group name. No group-type field appears on this page. The year choices are 2021, 2022, and 2023.

The page-level form's Save action is not available. Use Save in the Bonus distribution when that stage is open.

Continue with the ordered review procedure when you know which stage and field you need.

Review and maintain stage values

Use the stage-choice table to open the path that matches your task. Each stage exposes branch values only after its branch is open.

Prerequisites

• The bonus-calculation surface is open.
• The selected year has loaded its stage data.
• A branch is available when the step requires branch values.

Stage choice

Distribution

Steps

1. Select Bonus distribution.
2. In the distribution area, select In ratio of salaries when the distribution should use the salary-ratio mode.
3. Select Save in Bonus distribution.

Result: The distribution values remain on screen, and a successful save displays Your request was completed successfully.

Earning panel

Steps

1. Select Bonus distribution.
2. In an earning panel, select Earning up today for earnings up to today.
3. In an earning panel for an earlier year, select Earning till 31 Dec.
4. Select Including Forecast when forecast booking is included in the earning calculation.
5. Select Save in Bonus distribution.

Result: The earning-panel values remain on screen after the distribution save.

Costs, Salaries, and Achievement progression

After selecting Costs in the stage-choice table, follow the stages in order.

Steps

1. In Costs, select Save.
2. In Costs, select Next step.
3. In Salaries, select Save.
4. In Salaries, select Next step.
5. In Achievement, select Save.
6. In Achievement, select Next step.

Result: The selected stage advances through the available progression after each stage save.

Use the variation table below when branch data or a popup changes what you can select.

Handle stage and popup variations

The fields and actions change with the branch data and the kind of popup that is open. Use the path that matches what is on screen.

Prerequisites

• The relevant stage is open.
• The branch or popup condition in the table below is true.

Steps

1. Choose one path from the table above.

2. When a shared popup presents alternatives, use the control that matches your intended outcome:

   If you want to…	Select
   Leave without saving	Don't Save
   Close the popup or cancel the task	Cancel
   Upload an import file	Upload
   Reject a confirmation	No
   Confirm a confirmation	Yes
   Close an alert	Ok
   Leave a subscription-upgrade surface outside a popup	Back

Result: The applicable branch, field group, or shared popup remains on screen for the selected path.

When a calculation action goes wrong

Use the exact text of the message to identify the action that stopped.

Out of scope

The shared-popup messages are outside the page-level calculation flows unless a live flow opens that popup.

After reviewing the calculation

After reviewing a stage, leave the values in the stage you intend to maintain and check the result message after an available save action. The available checks for this page are:

Result: You have the outcome message for the action you performed and can return to the stage you need.