How do I pay out a bonus statement?

Purpose

When a statement is ready, you mark it paid. This locks the statement and exports the data to payroll.

When To Use This

Use this when:

• A pay period closes and statements are ready
• You've reviewed line items and they're good to go
• You're processing payroll for the period

Before You Start

Confirm:

• Line items are reviewed (no held items that should release)
• Manual adjustments are in
• The statement total matches expectations

Quick Path

1. Go to Bonuses → Statements
2. Find the statement
3. Click Pay
4. Set the pay date
5. Confirm

Step-by-Step

Find the statement to pay. Open it.

Click Pay. A modal opens asking for the pay date — this is the date workers will see in the mobile app.

Confirm. The statement moves to Paid status.

What Happens After Paying

• Workers see the bonus on their mobile app dated the pay date
• Statement appears in the Bonuses for Payroll report
• Line items inside the statement lock — no further edits

Bulk Pay Statements

For multiple statements at once:

1. Filter to ready-to-pay statements
2. Select multiple
3. Bulk Pay
4. Set pay date
5. Confirm

This is the typical pay-day workflow.

After Paying — Export to Payroll

Once paid:

1. Go to Reports → Bonuses for Payroll
2. Filter to the pay period
3. Export CSV
4. Push to your payroll system

Common Mistakes & How To Fix Them

• "I paid the wrong period" Statements paid in error can be reverted via support. Document the issue first.

• "Line items are missing from the statement" Check held line items. They might still be in held status and missed the cutoff.

• "The pay date is wrong" Edit the statement before exporting. Most systems use the pay date for tax timing.

Related Articles

• How do I review bonuses before approval?
• How do I export reports for payroll?
• What is a bonus statement?