Retention Bonus

Retention Bonus supports long-running employee retention bonus plans connected to salary records.

Retention Bonus areas

Area	What it does
Policies	Defines retention bonus rules and eligibility.
Enrollments	Enrolls employees into a retention bonus policy.
Accumulations	Tracks accumulated retention bonus amounts.
Withdrawals	Allows withdrawal request and approval workflows.
Applications	Supports retention bonus application records, including asset-finance related application routes.

Verified workflow

1. Create a retention bonus policy.
2. Enroll eligible employees.
3. Run payroll.
4. Successful salary records trigger retention bonus accumulation processing.
5. Review enrollment and accumulation details.
6. Process withdrawal requests when employees are eligible.

Actions and permissions

Retention bonus pages are gated by permissions such as:

• payroll.view_retentionbonuspolicy
• payroll.add_retentionbonuspolicy
• payroll.change_retentionbonuspolicy
• payroll.view_retentionbonusenrollment
• payroll.add_retentionbonusenrollment
• payroll.change_retentionbonusenrollment
• payroll.view_retentionbonuswithdrawal
• payroll.add_retentionbonuswithdrawal
• payroll.change_retentionbonuswithdrawal

Note

Retention bonus values may be masked until Payroll step-up verification is completed.