Accrual and write-off of bonuses to users
The ability to manually accrual or write-off of bonuses for users is available to the Administrator role or any other role with the Manage Gift Shop permission enabled.
To do this, go to Information → Gift Shop → Accrual of bonuses to users.
Accrual of bonuses to users
The Accrual of bonuses to users page displays a table with all active users in the system and their attributes (positions, cities, departments, tags). Search, filtering, and sorting tools are available for all attributes.
The table also includes a column showing Current number of bonuses (1) for each user.
To add bonuses to a specific user, click the Add bonuses to user button (2) next to that user. When clicked, a modal window for adding bonuses will open. In this window, you need to specify the number of bonuses to be added and, optionally, a comment explaining the reason for the bonus. Then click the Send button.
The entered comment will be displayed in the Bonus Accrual and Spending Log. To view the log entries for a specific user, click the button (3) next to the corresponding user.
To assign a specific number of bonuses to several or multiple users, select the users using the checkboxes and then click the Add Bonuses (bulk action) button, which appears after selecting users:
A modal window for adding bonuses will then open, similar to the one in the previous method. If a comment is entered when assigning the bonuses, it will be applied to each selected user.
Click button (4) to go to the settings for working with bonuses, where you can write them off if necessary.
The contents of the bonus assignment table can also be exported to Excel using the Export to Excel button (5).
Write-offs bonuses from users
In some cases, it may be necessary not only to add bonuses manually but also to wright-off them. This can be done by clicking the Settings for working with bonuses button:
The Write-offs tab displays the following fields:
(1) User – the user from whom bonuses will be write-off. Click the pencil icon to enter the user’s full name for search, then select the desired user from the list. Click the trash icon to remove the user from the selection.
(2) Available bonuses – the number of bonuses currently available to the user.
(3) Subtract bonuses – enter the number of bonuses to be subtract (cannot exceed the user’s current available balance).
(4) Comment – it is recommended to enter a comment explaining the reason for the subtract (up to 1000 characters). This comment will appear in the Bonus Accrual and Spending Log.
After entering the required information, click the Confirm button. The bonuses will be write-off from the user’s balance, and the Bonus Accrual and Spending Log page will open, filtered for that user with the event type Written-off by the administrator:
Bonuses accrual and spending log
Bonus accruals and spending for users can be viewed in the corresponding log. It can be accessed in two ways:
- Go to the menu: Information → Results → Bonus Accrual and Spending Log:
- By clicking the log button for a specific user on the Accrual of bonuses to users page. The log will open with a filter applied for that user.
The Bonuses accrual and spending log page displays the following information:
(1) - User’s full name and their attributes;
(2) - Current number of bonuses of the user;
(3) - Accrued and spent bonuses - the number of bonuses added or write-off for the given event. Accrued bonuses are shown in green with a “+” sign, write-off bonuses are shown in red ith a “–” sign;
(4) - Event – the type of event for which the user received or lost bonuses. The following event types are currently available:
• Completing the task
• Added manually
• Written-off by the administrator
(5) - Comment – when bonuses are manually added or written-off, the Administrator can leave a comment, which appears in the log. This helps track changes in users’ bonus balances more easily.
(6) - Details – if bonuses were awarded for completing a task, this field shows the task title. If bonuses were added or written-off manually, it shows the Administrator who performed the action.
(7) - Created – the date and time when the event occurred.
Search and sorting are available for all these fields.
By default, events in the log are sorted by creation date (newest to oldest).
Examples of filtering by bonus amount:
- 10 - shows entries equal to 10;
- >= 10 - shows entries greater than or equal to 10;
- <= 10 - shows entries less than or equal to 10;
- 10-100 - shows entries between 10 and 100 (inclusive).
The table from the Bonus Accrual and Spending Log can be exported to Excel using button (8).
