How Bonuses Work: From Line Items to Statements

In this video, you’ll learn:

• The difference between Line Items and Statements
• How to filter, review, and manage bonus line items
• What each line item status means (Held, In Process, Paid, Voided)
• How to adjust or release held bonuses
• How to review and finalize Statements for payout
• How to mark statements as paid and export bonus reports

Key takeaways:

• Line Items are individual bonus or deduction entries. They start as Held, then move automatically to In Process once the waiting period ends.
• You can manually extend, release, or void line items anytime.
• Statements group all those transactions by pay period (weekly, biweekly, or monthly).
• Inside a statement, you can:
  • Add or edit bonuses and deductions manually
  • See totals for bonuses, deductions, and net pay
  • Void or adjust specific line items
• When you mark a statement as Paid, you choose the pay date — workers see that date in their mobile app.
• After payment, you can export the Bonus Report for your payroll department.

Pro tip: You can also bulk pay multiple statements at once using the Select and Pay option.