Manual Bonuses & advances
Several screens complete the compensation: exceptional bonuses, preset bonuses, allowances, expense claims and salary advances. All of them are attached to an employee and carried over to the payslip of the month concerned.
Overview
Beyond the base salary, Swifto lets you add or deduct variable compensation items. Each one is attached to an employee and to a month/year, and is automatically carried over to the corresponding payslip: bonuses increase the net, advances and fines decrease it.
Business goal
- Grant one-off or recurring bonuses
- Reimburse expenses / pay allowances
- Manage salary advances
- Carry everything over to the payslip
Target audience
- HR / Payroll manager — enters the items
- Managers — propose the bonuses
- Accounting — tracks the advances
On the payslip, the Bonuses, Fines / Suspensions and Advances fields only appear in data entry if there is an amount concerning them for the month.
Access and navigation
Left-hand side menu: Human Resources → Exceptional bonuses, Salary advances, Allowances and Expense claims.
Exceptional bonuses (allowances)
One-off amount granted to an employee for a given month/year; added to the net payable of the corresponding payslip.
| Employee⇅ | Label | Month | Amount⇅ | ||
|---|---|---|---|---|---|
| Mohamed Ali GHARBI | Performance bonus | April 2026 | 300.000TND | ||
| Ines BEN SALAH | Year-end bonus | April 2026 | 250.000TND |
The exceptional bonus increases the net payable of the payslip for the same month for the employee concerned.
Preset bonuses
Template bonuses defined once (label + amount), assignable to an employee's contract. Ideal for recurring bonuses (transport, meal, seniority…).
Definition
You create the template bonus (e.g. "Transport bonus — 80.000 TND").
Assignment
You assign it to the employees concerned; it applies recurrently.
To be distinguished from the exceptional bonus (one-off, per month): the preset bonus is a reusable template attached to the contract.
Allowances & expense claims
Two complementary screens for the pay supplements linked to the employee's activity.
Allowances
SupplementAllowances granted to an employee (amount, month) that are added to their compensation for the month.
Expense claims
ReimbursementReimbursement of expenses incurred (travel, meals…) entered per employee and per period.
Salary advances
Advance granted to an employee (amount, month, year); it is deducted from the net payable of the corresponding payslip.
The advance decreases the net payable for the month: in the example, Ines's net goes from 1,345.600 to 1,145.600 TND (− 200.000).
Create an item
The data-entry pattern is the same for all the screens: click New, choose the employee, the month/year, the amount (and a label / reason), then save.
| Field | Description |
|---|---|
| Employee | Beneficiary of the item. |
| Month / Year | Attachment period → determines the payslip impacted. |
| Amount | Value in TND (added or deducted depending on the type). |
| Label / Reason | Description of the bonus, allowance, expense or advance. |
Enter the item before generating (or finalizing) the month's payslip so that it is taken into account automatically.
Impact on the net payable
Net payable = Net − Advances − Fines/Suspensions + Exceptional bonuses + Allowances
| Item | Direction | Effect on the net payable |
|---|---|---|
| Exceptional bonus | + | Increases the net payable. |
| Preset bonus | + | Added to the compensation (recurring). |
| Allowance | + | Supplements the month's compensation. |
| Expense claim | + | Reimbursement added. |
| Salary advance | − | Deducted from the month's net payable. |
Life cycle (workflow)
flowchart LR A([Employee]):::s --> B[Enter item
month + amount]:::p B --> C{Type ?}:::p C -->|bonus / allowance / expense| D([Added to net]):::ok C -->|advance| E([Deducted from net]):::ko D --> F[Month's payslip]:::p E --> F F --> G([Net payable adjusted]):::ok classDef p fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6; classDef s fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46; classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;
Business rules
Attachment to the month — an item only impacts the payslip of the same month/year and the same employee.
Conditional display — on the payslip, the Bonuses / Fines / Advances fields only appear if there is an amount for the month.
Direction of the amount — bonuses, allowances and expenses are added; advances and fines are deducted from the net payable.
Entry before generation — for it to be taken into account automatically, enter the item before finalizing the month's payslip.
Roles & permissions
| Action | Manager | HR manager | Accountant | Admin |
|---|---|---|---|---|
| View | ✅ | ✅ | ✅ | ✅ |
| Enter a bonus / allowance | — | ✅ | ✅ | ✅ |
| Enter an advance | — | ✅ | ✅ | ✅ |
| Define a preset bonus | — | ✅ | — | ✅ |
| Delete | — | — | — | ✅ |
Indicative matrix — the actual rights depend on the profiles defined in your company.
Usage scenarios
Performance bonus
You enter 300 TND for Mohamed in April → his April net payable increases by 300 TND automatically.
Reimbursed advance
Ines receives an advance of 200 TND: her April net is decreased by the same amount on the payslip.
Recurring transport bonus
You define a preset bonus of 80 TND, assigned to all the sales reps: it applies every month without re-entry.
FAQ & Tips
My bonus doesn't appear on the payslip?
Check that it is entered for the same month/year and the right employee. The field only displays if there is an amount.
Exceptional bonus or preset bonus?
Exceptional = one-off (a given month). Preset = recurring template assigned to the contract.
Tip — record the reasons
Always fill in a clear label / reason: this makes it easier to check the payroll and to communicate with the employee.
Swifto ERP · HR & Payroll module · User Manual v1.0
Bonuses, allowances & advances — HR & Payroll module · Home