Performance Bonus


Pipefy’s Performance Bonus Template is designed for companies that want to award bonuses to their top performers and want to manage the process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Assignee
  2. Explain the reason for this bonus.
  3. Attach the bonus proposal.


  1. Checklist
    • Meeting with areas involved in the decision process
    • Bonus scope setting
    • Proposal approval


  1. Assignee
  2. Bonus details
  3. Checklist
    • Define who will receive the bonus.
  4. List of who will receive the bonus


  1. Account manager assigned
  2. HR assignee
  3. Approval
    • By the account manager
    • By HR
  4. Has the bonus been approved?
    • Yes (move card to `Payment’)
    • No


  1. Assignee
  2. Checklist
    • Check which employees will receive the bonus.
    • Determine how much each employee will receive.
    • Draft the document of the bonus to be paid.
  3. Final performance bonus document

Bonus approved

Bonus rejected

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