Bonus Request

Who is this for?

This template is designed for Leads and People Growth teams (HR) who want to manage bonus requests through a structured and transparent approval process. It's ideal for organizations that need a clear, documented flow for submitting and reviewing employee or team bonuses.

What problem does this workflow solve?

Bonus requests handled manually are often inconsistent, lack proper documentation, and have no clear accountability. This template ensures every bonus request is properly submitted with supporting data, reviewed by the right person, and results in a traceable approval or rejection decision.

What this workflow does

1. Bonus Category Selection — The Lead selects the bonus category (Project Bonus, On-Time Sprint Bonus, Non-Technical Bonus, Allowance Bonus, or Other) to initiate the process.
2. Bonus Data Submission — The Lead fills in the bonus details including team name, project, bonus amount, description, and uploads the supporting document.
3. Bonus Review by People Growth — People Growth reviews the submission along with all provided details and decides whether to approve or reject the request, along with a mandatory review note.
4. Outcome — If approved, the process ends with a Bonus Approved status. If rejected, the process ends with a Bonus Rejected status and the submitter is notified.

How to customize this workflow

• Bonus categories: Adjust the available bonus category options to match your organization's bonus structure.
• Form fields: Add or remove fields in the submission form based on the data your organization requires for bonus requests.
• Notifications: Configure notification triggers at each stage to keep both the Lead and People Growth informed throughout the process.