How to create a new bonus type and assign it

A bonus is an additional payment provided by an employer on special occasions — such as a Joining Bonus, Retention Bonus, or Performance Bonus.

You can assign bonuses in Keka using any of the following three methods:

• While running payroll for the current month

• Through bulk import using Excel

• Via the Employee Profile

Before assigning a bonus, you must first create a Bonus Type.

Step 1: Create a Bonus Type

1. Go to Payroll → Settings → Components.

2. Under Components, open the Ad hoc Components tab.

3. Click the dropdown and choose Add Bonus.

   

4. In the overlay window, enter a Bonus Name and Description.

5. Click Add Bonus.

   

Your new Bonus Type is now ready to use.

Method 1: Assign a Bonus While Running Payroll

1. Go to Payroll → Run Payroll.

2. Select the Pay Group (if multiple are configured).

3. Under Run Payroll, click Bonus, Salary Revisions & Overtime.

   

4. In the Bonus section, click Import Bonuses.

   

5. Click Download Excel Template.

6. Fill in the Excel file with:

   • Employee Number

   • Employee Name

   • Bonus Type

   • Amount

   • Note

     

7. Save the file and upload it using Upload Excel File.

   

8. Review Employee Bonus Details for accuracy.

9. Select the appropriate Pay Action, add comments (if needed), and click Save & Continue.

Method 2: Assign Bonuses in Bulk Using Excel

1. Go to Payroll → Payroll Admin → Operations.

   

2. Scroll to Payroll Imports and click Import Bonuses with Payout Date.

   

3. Select the Pay Group you want to update.

4. Click Download Excel Template and fill in all required details.

   

5. Save and upload the file using Upload Excel File.

6. Match the column headings and verify the data.

7. If no errors appear, click Complete → Confirm to finalize.

Method 3: Assign a Bonus from the Employee Profile

1. Search for the employee’s name in the search bar and open the profile.

2. Go to Finances → Pay → Salary.

   

3. Click on the three dots (⋮) and select + Add Bonus.

4. Choose an existing Bonus Type or create a new one.

   

5. Enter details such as:

   • Bonus Amount

   • Payment Status

   • Payout Date

6. Click Save.

   Note: Adding a bonus will increase the employee’s annual CTC.