Managing goals and performance bonuses in Lucca

Before you get started

Do you award performance bonuses to your employees for achieving quarterly or annual goals? This is how it works in your Lucca HRIS. 

If you have not yet subscribed to Poplee Performance or Pagga Compensation, please contact our sales department at the following address: account-management@lucca.fr

1/ Defining performance objectives on Poplee Performance and Goals

First, define the performance goal in the Goals module. Find out how to create a new individual goal for an employee and our suggestions for training your managers to set effective goals. 

Will certain goals have more influence than others on triggering or the amount of the performance bonus? This is how to activate and manage goal weighting for all employees

2/ Monitor and freeze progress towards goals 

Depending on the permissions granted (Cog wheel Roles Poplee Performance), employees and managers will be able to increase the progress percentage of their goals during their follow-up reviews:

• View my goals and update them
• Review the goals with my team or an employee

At the end of the period, set goals via your quarterly, half-yearly or annual review campaign:

• Adding goals to a review form
• Schedule and set goals via review campaigns

3/ Calculate the bonus amount according to the achievement of goals

Export the details of the goals as they were at the time of the reviews via the campaign export. Calculate bonus amounts according to the progress percentage of goals.  

4/ Entering performance bonuses in Pagga Compensation

Once the bonus amount has been calculated, enter it in Pagga Compensation. If you have not already done so, create a variable remunaration type "performance bonus". See our page Configure the types of variable remuneration (VRI)

There are several possibilities here:

• decentralize data entry to other Lucca users (e.g. managers): The variable approval circuit in Pagga Compensation
• enter bonuses one at a time: Adding a variable remuneration item (VRI) from the individual situation file
• you enter bonuses in bulk: Add variable remuneration items (VRI) from the "VRI" collective view or Import variable remuneration items (VRI) in bulk over a period

5/ Transfer bonus amounts to the payroll manager

Several options are available:

• generate an export file in the format of your payroll software from Pagga Compensation: Generate regular compensation exports that you then send to your payroll manager
• send the EVPs entered over the elapsed period to your payroll manager via the Payroll Assistant.
  • If you have not subscribed to the SILAE connector, consult our help page I have Pagga Compensation and would like to generate compensation exports from Pagga Payroll Assistant.
  • If you have subscribed to the SILAE connector, please consult this page: Preparing your monthly payroll
  • You perform your payroll with SILAE and would like to know more about the SILAE connector? Contact our marketing department at: account-management@lucca.fr