Performance Bonus

Template

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.

Start form

  • 1. Assignee

  • 2. Explain the reason for this bonus.

  • 3. Attach the bonus proposal.

Requests

  • 1. Checklist

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

Review

  • 1. Assignee

  • 2. Bonus details

  • 3. Checklist

    • Define who will receive the bonus.
  • 4. List of who will receive the bonus

Approval

  • 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

Payment

  • 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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