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Answered

Reports of Recurring compensations & Bonuses

  • November 18, 2024
  • 2 Antworten
  • 1 Aufruf

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Dear Community,

 

I am not sure whether this question has already been adressed but I am looking to create a report of Recurring compensations and bonuses. We use this tab to track our yearly goal bonuses - for all employees. However, we have over 10 countries, and all of them have different currencies accordingly.

I am wondering if it is possible to get a report/an overview of all goal bonuses per person. 

 

Thanks for your support! Happy to hear back.

 

Best

Rali

Beste Antwort von Fernanda T

Hi ​@rstambolieva 

You can pull a custom report for this.

With a Timeframe custom report, the following columns are available for Goal attributes:

  • Goal name
  • Goal status
  • Total goal achievement
  • Goal interval
  • Goal interval start date
  • Goal interval end date
  • Subgoal name
  • Subgoal achievement percentage
  • Subgoal achievement
  • Subgoal description
  • Subgoal target
  • Subgoal type
  • Subgoal weight

If the Performance and Development application is not used, you will be able to use a Goal bonus but it won't be linked to a Goal.
The amount will have to be entered in the Salary tab of the employee to be confirmed:
For example:
 
?name=image.png
 
?name=Screenshot+2024-07-11+at+3.57.58%E2%80%AFPM.png

 
For more information, please consult our Helpcenter article:
Link a salary bonus to a goal in the Performance & Development area

Best,

Fernanda

 

 

2 Antworten

Forum|alt.badge.img+2
  • Personio Team
  • Antwort
  • November 26, 2024

Hi ​@rstambolieva 

You can pull a custom report for this.

With a Timeframe custom report, the following columns are available for Goal attributes:

  • Goal name
  • Goal status
  • Total goal achievement
  • Goal interval
  • Goal interval start date
  • Goal interval end date
  • Subgoal name
  • Subgoal achievement percentage
  • Subgoal achievement
  • Subgoal description
  • Subgoal target
  • Subgoal type
  • Subgoal weight

If the Performance and Development application is not used, you will be able to use a Goal bonus but it won't be linked to a Goal.
The amount will have to be entered in the Salary tab of the employee to be confirmed:
For example:
 
?name=image.png
 
?name=Screenshot+2024-07-11+at+3.57.58%E2%80%AFPM.png

 
For more information, please consult our Helpcenter article:
Link a salary bonus to a goal in the Performance & Development area

Best,

Fernanda

 

 


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  • Autor*in
  • Explorer
  • March 21, 2025

Thanks for the input, got it !!! :)