How to Set Up a Deferred Bonus Pool

Before you start

Make sure you know:

• What percentage you want to hold back
• Whether you want quarterly or annual release
• Which incentives this applies to (all of them or specific ones)

Setup steps

Step 1: Get to the right place

• Go to Settings
• Select Bonuses
• Click Deferred Bonus Pools

Step 2: Turn it on

• If Deferred Bonus Pools isn't already enabled, turn it on

Step 3: Create a new pool

• Click Add Deferred Bonus Pool

Step 4: Choose what it applies to

Pick one:

• All incentives — applies to every bonus setup
• Selected incentives — choose specific ones only

Step 5: Set the timing

Pick when held bonuses get released:

• Quarterly
• Annual

Step 6: Set your holdback percentage

• Enter the percentage you want to defer
• Example: 50% means half pays now, half pays later

Step 7: Set deduction behavior

• Decide if negative bonuses should also be deferred
• If you're unsure, leave this off and revisit it later

Step 8: Set the scope

Choose how it applies:

• New incentives only
• Active and future incentives

Step 9: Add a starting balance (optional)

• Add an initial deferred amount if you're carrying something over
• Include a reason so it's easy to track later

Step 10: Save and activate

• Save the pool
• Activate it when you're ready to go live

Quick checklist before you activate

• Holdback % is confirmed
• Timing is set (quarterly or annual)
• You know which incentives are included
• No overlap with another active pool

What happens once it's active

• Bonuses split automatically during calculation
• The held portion is tracked until the release date
• When the period ends, held amounts move into normal bonus statements and pay out as usual

Good to know

• You can only have one "all incentives" pool active at a time
• Pools can't overlap on the same incentives
• Pausing or stopping a pool stops new deferrals from being created
• Changes only affect future bonuses, not anything already paid or held