How to map bonus payments into a letter in HR

This guide shows how to include a bonus amount, recorded in Personal Payments, in a letter.

Contents

• Check the bonuses have been recorded in Payments
• Map bonus fields to your letter
• Filter recipients by bonus payment

• Related articles

   

Check the bonuses have been recorded in Payments

Before mapping a bonus into a letter, confirm it's recorded correctly in the each employee's payments so the data can be pulled into your letter.

• Open the employee's record and go to Job, Pay & Reward > Payments.
• Confirm the relevant bonus entry has been recorded.

Map bonus fields to your letter

• Go to Employee Communications > Letter Library & Distribution.
• Open your existing salary review letter and select Edit Properties.
• Check the Page the template is linked to as this needs to show Personal Payment Information

• If it's not linked to Payments, this can't be changed on the existing letter. You'll need to create a new Letter/Document template with the Payments template area selected instead.

• In Edit mappings, select the Amount field from the Personal Payments table to link the bonus figure. 

• Preview the letter to check the bonus payment appears as expected.

Filter recipients by bonus payment

When sending the letter, use the Quick filter to narrow recipients to those who've received the bonus.

• Enter the date range and then select the relevant payment type listed (eg Bonus payment)

  

   

• Clicking on the payment type will show the employees with a payment in the date range

• Click Continue to progress through the usual distribution steps

Related articles

• Pay review and bonus letter options
• Recording payments in HR
• Creating a new Letter/Document template
• Sending a letter to a group of employees (editable template)