This article explains how to create and manage an employee's one-time compensations in the employee's Salary tab, through an import, and in the Settings.

One-time compensations are non-recurring financial payments, such as signing bonuses or severance packages. One-time compensations are displayed in the Salary tab of an employee's profile and can be added there.

One-time compensation types need to first be created on the Compensation settings page, and can then be edited there.

Before you start

To manage or view salary components in Personio, you need permissions to the Salary tab in the employee profile.

Create and manage one-time compensation types in the Settings

You need to create your one-time compensation types in the Settings before you can add them into an employee's profile via the Salary tab. In the Settings, you can also rename and delete one-time compensation types.

Tip:
Use filters and sorting to manage your compensation types. Sort or filter by type, name or created date, and use the search bar to quickly find what you need.

Note:
To create and manage one-time compensation types from the Settings, you need to either have administrator rights or edit rights for Account configuration > Payroll.

Create a one-time compensation type

Follow these steps to create a one-time compensation type in the Settings:

1. Go to Settings > Payroll > Compensation.
2. Click on Create New and enter a name for the compensation.
3. Choose the Payout Frequency One-Time.
4. Save your entry.

Rename a one-time compensation type

If you rename a one-time compensation type, the new name will be reflected in the whole tool. To do this, follow these steps:

1. Go to Settings > Payroll > Compensation.
2. Click on the one-time compensation you want to rename.
3. In the drawer, click the three dots in the top right corner and select Rename.
4. Enter the new name and save your changes.

Delete a one-time compensation type

To delete a one-time compensation type, follow these steps:

1. Go to Settings > Payroll > Compensation.
2. Click on the one-time compensation you want to delete.
3. In the drawer, click the three dots in the top right corner and select Delete.
4. Confirm the deletion and click Delete again.

Note:
If you delete a one-time compensation type, the change will be reflected retroactively in the whole tool. The compensation will be removed from all employee profiles. The history of all payments under this compensation type will be removed retroactively, and the compensation type can no longer be paid out.

Add and delete one-time compensations in the Salary tab

In the Salary tab of the employee profile, you can add and delete one-time compensation payments for individual employees.

Note:
To manually add and delete one-time compensations in an employee profile, you need to either have administrator rights or edit rights for the employee's salary information.

Add one-time compensation for an employee

To add a one-time compensation for an employee, follow these steps:

1. Go to the employee's Profile > Salary Tab.
2. In the widget for one-time compensations under Salary components, click Manage.
3. In the one-time compensation drawer, enter the following information: 
   ▶︎ Compensation type: Select a one-time compensation type
   ▶︎ Currency: Enter the currency
   ▶︎ Amount: Enter the payment
   ▶︎ Date: Choose a month 
   ▶︎ Comment (optional): Add a comment
4. Click Add.

Once you add the compensation, it will be added to the One-time compensation records table and the respective column in the salary table. There you will see a tooltip next to the one-time compensation that shows the details you have entered.

Delete a one-time compensation for an employee

To delete a one-time compensation for an employee, follow these steps:

1. Go to the employee's Profile > Salary Tab.
2. In the widget for one-time compensations under Salary components, click Manage.
3. From the One-time compensation records, choose the compensation you want to delete.
4. Click on the delete button to the right of the amount.
5. Click Delete to confirm that you want to delete the compensation.

Add one-time compensation entries via an import

To reduce the amount of data that needs to be entered manually, you can also add individual one-time compensation payments for employees via an import. Before doing so, you'll need to create your one-time compensation types.

Find instructions on how to import your one-time compensation entries payments under “One-Time Compensations” in our article Step 3: Importing Salaries.

Tip:
If you experience errors during the salary import, take a look at our troubleshooting article on salary imports.