This article explains how to manage one-time compensations for your employees. One-time compensations are one-time financial payments such as, for example, signing bonuses or severance packages.
Manually Adding One-time Compensations
Navigate directly to the employee you want to assign an extra payment to. In the Salary area of each employee profile is a column for one-time compensations. They are entered directly in the month in which they occur.
First, select a payment type or create a new type such as, for example, ‘Employees recruit employees’. Then log the corresponding amount and, optionally, a comment. Save the operation by clicking on the Create button.
You can use the tooltip to see what the one-time compensation is for.
Importing One-time Compensations
One-time compensations can also be imported. To do so, download the Excel template EN one-timecompensations Upload.xls attached in this article and enter all one-time payments. Fill in the payment type, the amount and optionally a comment. In addition, define the month and year of the payout. In addition, enter the e-mail address of the respective employee as a unique identification feature.
You do not have to create the payment type in Personio beforehand; they are automatically created via the import. You should therefore ensure that the spelling is correct to avoid duplicate entries.
Please follow these three steps to import one-time compensations:
- Upload file: In your Personio account, under the Import section, upload the file. Select One-time compensation upload as the File type.
- Configure columns: In the next step, the columns of your Excel file must be assigned to the corresponding attributes stored in Personio.
- Preview of the import: The last step shows you a preview of the import. In case an error occurs, you have the option to abort the import and to correct corresponding problems in the Excel table.
We are happy to help you import your data. Just a data check will save you a lot of work. Therefore, please contact our Service-Team here, if you are planning an import.
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