How to write a request for a bonus for employees?

What is an employee bonus request?

The very concept of “petition” presupposes an appeal to a higher-ranking person who has a certain ability to resolve the problem or contribute to its resolution.

In this case, a request for a bonus is submitted by the manager or supervisor of the employee to higher management , in order to encourage the employee in a situation that goes beyond the scope of the collective agreement adopted in the organization (details about why a bonus is the best way to reward employees, as well as what types of remuneration employee, read here).

To sign a further order for a bonus (in accordance with Article 191 of the Labor Code of the Russian Federation), a basis is required, which is a petition submitted in the format of a memo (you can find out what a sample order for a bonus for a professional holiday looks like here, and in In this article we told you what the procedure for calculating incentives for the anniversary is.)

Sample submission for employee bonus

> > February 24, 2020 Documents and forms will help you: Submission for an employee bonus - a sample of this document is given in our material - is necessary for situations where the bonus is a one-time one, associated with some irregularly occurring event.

Remuneration for each specific employer can be formed from several components (Art.

129 Labor Code of the Russian Federation):

1. the salary itself, intended to pay for the work duties performed;
2. additional payments to compensate for work under certain working conditions;
3. incentive payments aimed at encouraging labor achievements.

The composition of the applied remuneration system is fixed in a special internal regulatory act of the employer (regulations on remuneration or collective agreement). In the same document or in a separate one, called the provision on bonuses (or on incentive payments), the rules for the appointment and payment of bonuses are written down (Article 135 of the Labor Code of the Russian Federation). For individual employees whose bonuses are awarded on an individual basis, these rules can be included in their employment contracts.

When incentive payments are included in the remuneration system, they are regular in nature and are paid at certain intervals for certain indicators.

These include, for example, monthly, quarterly, annual bonuses, to which an employee is entitled if:

1. the employee has fulfilled all the conditions under which he can qualify for a bonus;
2. the employer has achieved certain financial indicators that make it possible to pay bonuses;
3. there are no reasons to deprive an employee of the opportunity to receive a bonus.

At the same time, the remuneration system may also provide for the payment of one-time bonuses, which will be associated with certain irregular events.

These may include events both related to achievements in work activity and not related to it.

Required details

Requisites are mandatory information provided for by the rules of document flow, without which the paper may be considered invalid. Russian legislation does not provide for a strictly established form for filing an application for a bonus ; it is submitted according to the rules adopted for an internal memorandum.

It should reflect the following data.

• Position, full name of the employer, who in the case of the application is the addressee.
• Position, full name of the addressee - the one on whose behalf the petition is being submitted.
• Document number and date of its preparation.
• Title of the document.
• Full name of the recipient, his specific place of work (department name).
• Type of award awarded. For monetary incentives, you need to specify a specific amount or percentage of salary. The design, amount and method of issuing the bonus must comply with the Labor Code of the Russian Federation (Article 191), the Collective Agreement adopted by the company or other internal documents.
• Justification for awarding the award. The text of the petition should include the reasons for rewarding the employee, listing the professional achievements, personal qualities of the employee or other data that served as the reason for filing the petition (you can find out what an employee can be rewarded for, as well as see the list of reasons for payment, here).
• List of attached documents related to the case (if necessary). It is allowed to include information from the HR department, for example, about length of service, awards received, etc.
• Signature of the compiler, his position, surname and initials.

General information about this document

In order for the management of an enterprise to sign an order for bonuses, a basis is required, which is a petition submitted in the form of a memo.

This document is also needed to fully indicate the reason for the need for bonuses, so that the manager can clearly imagine for what merits the employee is being rewarded. What are bonus indicators and what types they can be - read the article at the link.

The procedure for bonuses for employees of the organization is discussed in this video:

Purpose of applying for a bonus

As a result of such a detailed description of the problem and characteristics of the employee, the petition is drawn up in a less formal form than other documents addressing management.

Who has the right to draw up

The document can only be drawn up by the employee’s immediate supervisor, to whom he reports, or by the head of the HR department, but not by the employee himself. The director of the company makes the decision to grant the bonus.

Application form and details

The document does not have a unified form or sample; in fact, like a form, the petition is usually drawn up according to the example of a memo indicating all the necessary details, without which it will not have a proper legal basis.

Sample of filling out an application.

The document should indicate:

• Full name and position of the head of the organization;
• Full name and position of the direct applicant;
• Application number and date of preparation;
• The name of the paper with the designation of the topic;
• Full name of the employee nominated for the bonus, his position, number of the structural unit;
• Type of bonus assigned - if it is a cash payment, then it is necessary to indicate a percentage of the salary or a specific amount that will comply with the requirements of the law and the terms of the collective agreement. Here you will learn what a monthly bonus is and what its calculation features are;
• Grounds for bonuses - it is necessary to indicate the employee’s achievements, the manifestation of his personal qualities, achievements and other information;
• A list of attachments that are formed from documents actually related to the case, for example, an extract from the personnel department about work experience, awards and certificates;
• Signature of the compiler with a transcript and indication of position.

Compilation rules

The rules for drawing up such documentation are provided for by the company’s internal regulations and usually there is a ready-made sample.

A similar document is generated on an A4 sheet or on the company’s letterhead. It is advisable to formulate the text on one sheet of paper without errors or typos.

The formation of the document must also be completed correctly in accordance with the requirements of office work:

• The header of the document is indicated in the upper right corner, with the initials of the originator indicated at the very end of the header;
• It is permissible to write the name in capital letters without a period at the end of the sentence; the name is written in the middle of the sheet;
• The text itself usually begins with the word “Please.” It is permissible to use other expressions, but in any case they should be laconic. The text is written in a concise business style;
• Specify the amount of the bonus in accordance with accepted standards;
• Reason for promotion;
• If available, attach documents;
• The signature should be indicated in the lower right part of the sheet, and the date in the left.

Errors in compilation

It is unacceptable to draw up a document for yourself personally. Indicate in it the amount of the bonus, which does not correspond to the established standards adopted in the organization or art. 191 Labor Code of the Russian Federation.

Labor Code of the Russian Federation Article 191. Incentives for work

The employer encourages employees who conscientiously perform their job duties (declares gratitude, gives a bonus, awards a valuable gift, a certificate of honor, nominates them for the title of the best in the profession).

Other types of employee incentives for work are determined by a collective agreement or internal labor regulations, as well as charters and discipline regulations.

The document must not contain errors, typos, blots, corrections or other unacceptable omissions.

It is better to place the entire text on one sheet of paper, which should be correctly formatted in accordance with the requirements of regulatory acts of office work.

Form and structure of an application for a bonus.

Required details

It follows from everything that a document to have legal force must contain:

• Details of the organization and unit from which the application originates;
• Full name and position of the head of the company, immediate superior and the employee himself;
• Prize amount;
• Date of preparation and document number.

Application for a bonus for a manager

Drawing up, filling out and generating a document is similar to a standard one. In such a petition, it is permissible to add additional columns regarding special achievements by the head of the unit, which are filled out by an employee of the personnel department or entered on the basis of the certificates provided by him.

Important: unlike a petition for an employee, a document for a manager is subsequently filed in his personal file and stored indefinitely, while for an employee, according to clause 656 of the List approved by order of the Ministry of Culture of 2010, it is stored for 75 years.

Generally accepted rules for awarding awards

Important: bonus documents are drawn up in accordance with the requirements of legislation and regulations of the enterprise, and have features depending on the regional location of the enterprise. Find out how to draw up employee bonus regulations here.

• After the manager accepts a petition to encourage the employee and a positive decision, the manager issues an order, for which, unlike the petition, there is a unified form T-11 or T-11a, approved in 2004 by a resolution of the State Statistics Committee of the Russian Federation.
• The petition, in turn, is free-form, but using well-formed sentences and appropriate design and style.
• In general, the entire bonus process occurs as follows:

• Initially, the application is submitted by the employee’s immediate superior;
• The head of the enterprise puts a resolution on the received document;
• An order is drawn up;
• A week after the decree is issued, entries must be made in the employee’s personal card and work book.

Who signs the document and are stamps required?

The application must be endorsed by the head of the department, workshop or other formation in which the employee works. If at the enterprise there is a chain of superiors of various ranks to whom the employee reports, all of them must sign their signatures with a decoding and indicating their position.

According to the legislation regulating the formation of such documents, the application can be marked with the seal of the organization - stamp, product or service.

Conclusion

1. This document, formed according to the sample memo, is widely used in the document flow of any enterprise, since bonuses are one of the ways to stimulate the work team for labor achievements.
2. How to issue an order for bonuses for employees - see here:

Source: https://FBM.ru/bukhgalteriya/dokumenty/khodataystvo-o-premirovanii.html

Features of drawing up a paper on incentives for a manager

The details of an application for a bonus submitted to the head of a structural unit do not differ significantly from a similar document submitted to an employee.

The petition, being a variant of submission for encouragement, must be prepared according to the general rules. In the case of an application for a manager, the form may include columns for more information filled out by an employee from the personnel department.

Where the application should be stored after approval is stated in paragraph 656 of the List, approved by order of the Ministry of Culture of Russia dated August 25, 2010 No. 558.

Important! If the manager receives a bonus, the petition is included in the personal file for indefinite storage. A petition for an employee must be kept in a personal file for 75 years.

Entering information into the work book

According to clause 24 of the Decree of the Government of the Russian Federation of April 16, 2003 No. 255, personnel officers enter information about rewards (incentives) for merit into a special section of the work book if the employee:

• awarded state awards, he was awarded a state honorary title;
• awarded a certificate of honor, diploma, badge or badge, or was awarded some title by the employer;
• rewarded in any other way provided for by law, collective agreements, internal labor regulations, charters and discipline regulations.

Taking into account the last point, an entry is made in the work book about any incentive - both from the state and from the employer. At the same time, local regulations of organizations may clarify what other types of incentives will be marked accordingly. These could be, for example, letters of gratitude from third-party organizations, or inclusion on the honor board.

A special section - information about awards - should be filled out in accordance with clause 4 of Resolution of the Ministry of Labor of Russia dated October 10, 2003 No. 69. An example entry is below.

If an additional cash bonus is paid, this must be stated both in the order and in the entry made in the work book. Bonuses provided for by the remuneration system are not indicated. This is clearly stated in paragraph 25 of Government Resolution No. 255.

General design rules

The procedure for preparing documents for the appointment and issuance of awards is approved by the regulatory acts of the organization and must comply with the legislation at the regional level.

To prepare an order adopted on the basis of a petition, a unified form No. T-11 (T-11a) was developed and approved by the Decree of the State Statistics Committee of Russia dated January 5, 2004. The application itself is submitted in a relatively free form on a form with the company logo or a regular A4 sheet.

It is advisable that all the text be placed on one sheet, or, in extreme cases, on two. The petition may be submitted in writing, handwritten in one color of ink, or printed and signed by hand.

Advice! The document for an award or bonus must be written correctly, without errors, corrections or deletions. The writing style is businesslike.

The right of the manager according to the Labor Code

Employees who perform their job duties with special diligence deserve attention from the enterprise administration. Incentives for distinguished employees allow them to be stimulated for further work, and also have a beneficial effect on the working atmosphere in the enterprise as a whole and increase the quality of work.

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Labor legislation reflects information that employees who have special labor services to society can be awarded state awards.

Monetary incentives for distinguished employees are carried out on the basis of a request from the immediate manager or other responsible person at the enterprise. If such a document is available, it must be reviewed and an appropriate order for bonuses drawn up.

How to write correctly: detailed instructions

1. The upper right corner of the sheet (the last third of the line) is filled in with the position, surname and initials of the addressee of the application (the head of the organization), written in the dative case form.
2. Further below it is the position and full name of the author of the document in the genitive case. The preposition “from” is usually omitted, but if the author wishes, it can be present.
3. The name of the document “Application for a Prize” is written in the middle of the line with a capital letter without a period after it. It is possible to write it in lowercase with a period after it. It is allowed to write the entire name in capital letters without a period after it.
4. Since the meaning of the petition is a request for a bonus for an employee, its text usually begins with the words: “Please submit for the next type of incentive.” Other options are also possible that express the essence of the issue, subject to their compliance with the requirements of business correspondence: laconic design, accuracy and brevity of wording.
5. Indicate the type of incentive or the amount of the bonus depending on the form of the bonus assigned (more information about how to calculate the size of the bonus and what its maximum value can be found here).
6. Justify the reason for the bonus.
7. If necessary, list the relevant papers in the “Appendix” or “Attached Documents” section.
8. Sign the petition under the text on the right side of the line indicating the initials and surname after the personal signature of the originator of the document.
9. Enter the date of filing the application on the left side of the line.

Giving bonuses to employees speaks about their successful and fruitful work, the fulfillment of personal and general plans, and the achievement of goals. The procedure for calculating bonuses is regulated by the bonus regulations, which are considered a serious internal document of the company. To learn how to fill out this document correctly, as well as how annual, monthly and one-time payments are calculated, read our materials.

Important points of the question

The head of the organization can use any option separately or combine them. There are no restrictions on this.

In most cases, issues of bonuses for employees are regulated by regulations in force within the company, or are determined individually by the immediate manager.

Regardless of the system used, the main document for issuing incentive payments is applications for employee bonuses.

They have a fairly large number of features and nuances of composition. In this regard, it is worth considering this document in more detail.

The procedure for issuing a bonus payment to an employee consists of three main stages:

About the reward

The structure of the “service” for a bonus for good work:

• In the upper right corner it is indicated to whom the note is intended and from whom, the positions and places of work of the participants. In the middle of the sheet is written the phrase: “Service note.”
• The second subheading is the phrase “on bonus payments to an employee (position and full name).”
• The main part of the document outlining the request and its justification, as well as indicating the amount of payments.
• Date of preparation.
• Position and signature of the person making it (with transcript).

If it is necessary to reward several employees, it is permissible to write one memo for all of them, listing the merits of each individually in order to avoid unnecessary clerical work.

Signatures and seals

The application for a bonus must be certified by the head of the structural unit , indicating his position, surname and initials. If there are bosses at different levels, the petition must be signed by each of them.

Appendix 8 of the requirements for the preparation of documents “Methodological recommendations for the implementation of GOST R 6.30-2003”, approved by Rosarkhiv, allows for the application to be affixed with an official seal, or a seal with a trademark or service mark, if the company has one.

Applications for bonuses, like other official and reporting documents, are widely used in business document flow. The ability to determine the most appropriate type of document and draw it up correctly is a necessary quality of a modern manager aimed at efficiency and transparency of the company’s activities.

Application for an employee

• drawn up on company letterhead;
• certified by the immediate manager of the organization;
• there is a stamp on it;
• contains all the necessary details of the organization that is filing the application;
• It should be immediately clear from the text what exactly is being asked to be taken into account when making a decision.

In a word, the document should distinguish the employee from his colleagues, describe his positive qualities and business abilities. When drawing up a petition, it is recommended that you state your request and arguments as clearly and concisely as possible. But, at the same time, the addressee must understand the life situation being described and the reasons why the organization’s management is interceding for its employee. A well-thought-out plot of the document and its clear design provide significant advantages in making a positive decision. Therefore, it is recommended to approach its preparation as responsibly as possible.