Bonus/Penalty Report - Shifton Help

View all financial adjustments for employees, including bonuses, retentions (penalties), advances, and total amounts.

What Is This?

The Bonus/Penalty report consolidates all financial adjustments applied to employees during a given period. This includes positive adjustments (bonuses), negative adjustments (retentions or penalties), and advances. The report provides a total column for quick reference, making it a key tool for payroll preparation and financial auditing.

Auto-penalties from late tracking (if configured) also appear in this report under the Retention column.

Prerequisites

#	Prerequisite	Details
1	Financial adjustments recorded	Bonuses, penalties, or advances must have been entered for employees.
2	Manager, Admin, or Owner role	Full access requires elevated permissions.

Step-by-Step Instructions

Accessing the Report

Step	Action	Expected Result
1	Navigate to Reports from the left sidebar.	The Reports page opens.
2	Select Bonus/Penalty from the report list.	The report loads with filters and data table.

Applying Filters

Filter	Type	Description
Date range	Date picker	Select the period to view financial adjustments.
Marks	Multi-select	Filter by custom marks/tags.
Position	Dropdown	Filter by employee position.

Step	Action	Expected Result
1	Set the date range and any additional filters.	Filters are configured.
2	Click Apply Filter.	The table updates with matching records.

Reading the Report Table

Column	Description
Name	Employee’s full name.
Bonus	Total bonus amount awarded during the period.
Retention	Total deductions (penalties, fines, auto-penalties) during the period.
Advance	Total advance payments made to the employee.
Total	Net total of all adjustments (Bonus – Retention + Advance).

Access Permissions

Role	View Report	Export Report	See All Employees
Employee	Own data only	No	No
Manager	All	Yes	Yes
Admin	All	Yes	Yes
Owner	All	Yes	Yes

FAQ

Q1: Do auto-penalties from late tracking appear here?
Yes. Automatic penalties generated by the late tracking feature are included in the Retention column.

Q2: What is the difference between “Retention” and “Penalty”?
They refer to the same concept — deductions from the employee’s compensation. “Retention” is the column name used in this report and encompasses all types of deductions, including manually entered penalties and auto-penalties.

Q3: Can I add bonuses or penalties directly from this report?
No. This report is read-only. To add financial adjustments, use the employee profile or the relevant management interface.

Q4: How is the “Total” calculated?
The Total column represents: Bonus – Retention + Advance. It gives you the net financial adjustment for each employee.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Report shows no data	No bonuses, penalties, or advances were recorded in the selected period.	Verify the date range or check if financial adjustments have been entered.
Auto-penalties are not appearing	Auto-penalty feature is not enabled.	Enable auto-penalties in Settings > Attendance (see the Late Tracking article).
Total does not match manual calculations	Rounding differences or missing entries.	Export the data and verify each row’s individual values against your records.
An employee is missing from the report	No financial adjustments exist for that employee in the period.	The report only shows employees who have at least one adjustment. Broaden the date range or add the missing entry.
Retention amount is unexpectedly high	Multiple auto-penalties may have accumulated.	Review the Late Employees report to see the breakdown of late incidents.