Guide: Managers Getting Started Part 05 - Entering Bonus Recommendations on the My Team Tab

This guide explains how managers can enter and track bonus recommendations for their direct reports using the My Team | Bonus tab in SimplyMerit.

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Accessing the Bonus Tab on My Team

Bonus recommendations for direct reports can be made on the My Team | Bonus tab.

This tab displays the bonus-related fields available to managers based on how the bonus programs are configured.

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Understanding the Total Bonus Allocated Summary

The Total Bonus Allocated figure shows:

• The manager’s total bonus budget on the right side

• The actual spend on the left side

The actual spend updates live as recommendations are entered in the following columns:

• Performance Factor

• Bonus Earned

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Entering Bonus Values

Entering a value in one field will automatically update the other:

• Entering a percentage in the Performance Factor column will calculate the Bonus Earned

• Adjusting the Bonus Earned value will automatically update the Performance Factor

Depending on how bonus programs are configured, some plans may include only a Bonus Earned field or only a Performance Factor field.

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Saving or Submitting Bonus Recommendations

After entering bonus recommendations, managers can:

• SimplyMerit auto-saves any input, so no Save button is required

• Select SUBMIT to notify your manager that your team’s recommendations are ready for review

When submitted, SimplyMerit will notify the approving manager via email.

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What to Expect Next

Submitted bonus recommendations will move into the approval workflow.

→ Next : Guide: Managers Getting Started Part 6 - Entering Equity Recommendations on the My Team Tab