- Go to the Bonus Calculator tab.
- Click Run/Refresh Report.
- Review the bonuses calculated and adjust amounts if needed.
- Once all amounts are correct, at the bottom of the screen, click Post Bonuses.
Ability to run bonus calculations for a single rule or a single department: You can now evaluate bonuses for a single rule or department by selecting the Run for One Rule/Dept button. This can save time if you have many rules or if you only have responsibility for a single department. In addition, for any bonuses you do not wish to post at this time, simply right click the bonus and select Postpone this job/dept until next time then continue with posting. Only those who meet the CommissionReportRunPost security context can see or run this report.
Customizing What You See on this Report
Different businesses want to see slightly different information when evaluating bonuses. To change the columns on this report, click Customize Appearance. Check columns you want to see; uncheck those you don't want to see.
If you want columns in a different position, you can drag columns to new positions: Chronicle will remember the new positions and use them in the future. (If you change which columns are visible or change column positions, those changes only affect you; other users may have a different view.)
Grouping the Proposed Bonuses
Options in the header let you group the proposed bonuses by Employee, Department, Role, or Job. This not only groups the proposed bonuses but it also gives subtotals for each.
Seeing More Information About Any Job
To see more information about any job on the list (for example, to review the file for more detail on whether it was managed and documented properly) you can either double-click the Job or Customer columns, or you can right-click anywhere on the line: the right-click menu has options to open the job file or the job's journal.
Overriding a Bonus Amount
Chronicle proposes a bonus amount based on the financial formula in the rule and the job's financial figures. However you might want to give extra bonus for an exceptionally well-managed jobs or exceptionally good customer feedback on the job. (Customers that are going to rave about the quality of your work or service are likely to be good references; that's worth paying a bit extra for.) On the other hand, if the job wasn't well-managed (for example, if many documents were added late or activities were completed late, or if the job wasn't well-documented in the journal), or if you received negative feedback from the customer, then you would want to lower the bonus.
To adjust the bonus amount, either double-click the Proposed Bonus or Final Amount columns, or right-click anywhere on the line and click Override Calculated Bonus Amount. You'll see a screen like this that lets you override the amount Chronicle calculated:
You can adjust the bonus up or down by either a fixed dollar value (for example, you want to pay the employee $25 extra) or by a percentage (for example, you want to pay 10% extra). Or you can indicate that there is No Bonus to set the amount to zero. The Overrides to Calculated Amounts setup tab controls whether a reason is required for the override.
Postponing a Bonus for Later
If there's a job in the list that needs further review or that still has some issues that must be resolved before you're sure if the customer is happy or all labor is entered, or all payments received, you can postpone any job/dept until next time you run the report. To do this, right-click anywhere on the line, and click Postpone this job/dept until next time. We'll remove the job from the list, but it will appear each time you run/refresh the report. If there's a job that Chronicle has calculated a bonus on that you don't want to give a bonus for, then instead follow the instructions for Overriding a Bonus Amount about and edit the amount to zero.