Order on bonuses for employees. Order on bonuses for employees Form t 11a order on incentives

Please tell me whether we can use orders developed by the enterprise without specifying amounts to pay bonuses or whether the unified order form T-11 is required to be used

Answer

According to the unified form T-11, the provision on bonuses for the employee is filled out. You do not have to fill out an employee incentive document using the unified T-11 form; you can develop the form yourself and fill out an order using the form that you approve in your company’s accounting policies. However, keep in mind that the forms you develop must contain all the necessary details (name of the organization that compiled the document, date of preparation, etc.) A complete list of requirements can be found in Part 2 of Article 9 of the Federal Law of December 6, 2011 No. 402-FZ .

Depending on what forms of documents you decide to use in your work, you have the right to both develop your own procedure for filling them out, and be guided by the instructions that apply to the unified forms developed by the State Statistics Committee of Russia. If you nevertheless decide to use the forms developed by Goskomstat, then you will have to draw up the bonus regulations using Form No. T-11.

The provision must be drawn up not only in the case when you decide to reward an employee with money. When issuing a bonus in kind, when issuing a gift, you also need to fill out this T 11 form. In addition, if you decide to give a gift to an employee, you must draw up a gift agreement. As a general rule, a company can enter into it orally or in writing. However, in some cases it is necessary to formalize the agreement in writing: when the value of the property you want to donate is more than 3,000 rubles. or real estate is used as a gift.

Sample of filling out the unified form T-11

An order for bonuses, as a rule, is usually drawn up by an employee of the personnel department. If the company does not have such a department, then the responsibilities for filling out the order are assigned to the employee who is responsible for maintaining personnel records (for example, a secretary).

In the header you need to fill out the name of the company, the OKUD, OKPO form, the serial number of the order and the date of its preparation. The main part of the order consists of the following points:

• Full name of the employee and personnel number;
• Structural unit, employee position;
• Reason for bonus;
• Type of award (money, valuable gift);
• Incentive amount;
• Reason for promotion;
• Signature of the head of the company;
• Employee signature and date.

The bonus order is filled out on the basis of a submission or memo from the head of the structural unit of the company in which the employee works. If you fill out an order using a unified form, but the form of incentive is not a monetary reward (bonus), but, for example, a gift, then it is allowed to exclude the details “in the amount of ____ rubles” from the form. ____ kop.”

The order for incentives in the unified form T-11 must be signed by the head of the organization or a person authorized by him to do so. If in your work you use a self-drafted and approved reward order form, then the document must be signed by the responsible persons indicating their last names and initials (or other details that allow the identification of the responsible persons).

Please review the sample form to fill out the form correctly and avoid mistakes.

A sample of filling out the unified form T-11 is given below.

An order for bonuses is a document issued by the management of an enterprise if it is necessary to reward subordinates. The reason for issuing an order can be a variety of reasons: exceeding the plan and production standards, high labor results, quality of work performed, etc.

An important clarification: bonuses do not at all mean rewarding an outstanding employee or group of employees with monetary amounts only. The bonus can be a written thank you from management, a certificate, or some other type of material incentive.

It is difficult to overestimate the role of bonuses: this form of recognition of employees’ services to the organization is a powerful incentive for their further fruitful and effective work.

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Bonus system at enterprises

In many organizations, provisions on bonuses are contained in the collective agreement or other separate regulations. They specify the reasons, conditions, form, size and procedure for issuing bonuses. If there is no such document in the internal policy of the enterprise, then bonuses can occur on an individual basis, based on a simple written order from the director.

Basis for issuing the order

Any order issued by the management of an organization must always have a documentary basis. In this case, it is usually a presentation or report from the head of a structural unit, which indicates an employee or group of employees who have achieved certain successes in their professional activities.

Who is drafting the document?

As a rule, the execution of such orders is the responsibility of a legal adviser, a specialist in the personnel department, the head of a structural unit or, in extreme cases, the secretary of the enterprise. And regardless of who is filling out the document, it must be submitted to the director of the organization for approval.

Basic rules for placing an order

As the current law states, an order for bonuses can be issued in a free form. However, many enterprises and organizations continue to actively use previously approved and generally applicable

• form T-11(if one employee is nominated for a bonus)
• or form T-11a(if bonuses are intended to be given to a group of employees).

Both of these forms are quite similar in both structure and content.

The adherence to the “old” forms is quite understandable: they include all the necessary data, including information about the employer and the employees being awarded, information about the reason for the bonus and the award itself, etc.

The order can be issued in two versions: either in writing, by hand, or in printed form. But no matter which one is chosen, it must always contain the original signature of the manager and the signatures of the awarded employees.

A document is being drawn up in a single copy, which serves as the basis for further actions in relation to the awarded employees.

After registration, the order must be registered in the internal document register, then transferred first to the accounting department, and then for storage in the company’s archive.

Example of filling out order T-11

Standard forms T-11 or T-11a are quite simple and understandable, so they should not cause any difficulties when filling out.

In the first part of document T-11, which was developed for bonuses for one employee, the full name of the company, OKPO code (in accordance with registration papers), as well as the order number for internal document flow and the date of preparation are indicated first.

Then in the form you need to enter the last name, first name, patronymic of the employee, his personnel number (if such records are kept at the enterprise), the name of the position and structural unit (site, workshop, team) in which the applicant for the award works.

In the second part of the order, you must indicate the motive, i.e. the reason for the award, then its type, and if it is a sum of money, then its exact amount (in words and figures).

In line " Base» a specific document is written on the basis of which the bonus is awarded (its date and number, if one was assigned).

Finally, the order is signed by the head of the organization, dated, and then handed over to the awarded employee for review and signature.

Example of filling out order T-11a

This order form is filled out when a group of employees is expected to receive bonuses.

The first part of form T-11a almost exactly repeats the contents of form T-11 and is also filled out in the same way. The difference is that the full name and department in which a particular employee works is not indicated here, but instead the incentive motive and its type are written.

In the second part of the document, first there is a table in which the full name of each bonused employee, his personnel number, as well as the structural unit to which he belongs are entered in order (it should be noted that employees may belong to different departments of the enterprise). Then the position of the employees and the amount of bonus due to each of them is indicated (the amount of the bonus may vary).

Then in the line below it is entered again base, with reference to the date and number of the document, as well as the signature of the manager. After the order is approved by the director, it is handed over to each employee for review, who must put his signature in the appropriate table opposite his last name.

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An order to reward an employee is issued when management wants to recognize the conscientious work of its employee. For your convenience, we have collected in one article completed samples of such orders in forms T-11 and T-11a.

Sample and form of an order to encourage an employee. Form T-11

Completed sample order to encourage an employee

Form

Sample and form of an order to encourage employees. Form T-11a

Sample

Form

Such an order is drawn up on the basis of a submission, petition or memo from the employee’s immediate supervisor.

As an incentive, a cash bonus, a valuable gift, a letter of gratitude, a certificate of honor, etc. can be given.

An incentive order can be issued in free form on the company’s letterhead, or an employee of the secretariat can use the unified form T-11 and T-11a (to encourage a group of employees).

Rules for filling out an order to encourage employees

The order form for rewarding one employee (form T-11) contains:

• “header”, which indicates the name of the organization, its OKPO code, document number and date of its publication.
• the actual text of the order, which indicates the full name, personnel number (if assigned), position, structural unit of which the employee is a member; motive for the award (for what - for conscientious work, high production performance, in connection with an anniversary, for length of service, etc.), type of award, amount indicated in words and figures, if it is a monetary reward; the basis for issuing an order is a petition, presentation, memo, etc.

The order is signed by the head of the enterprise.
The employee to whom the incentive is assigned also signs the order, confirming that he has read the document.

In addition to paying the basic salary, the employer can reward the employee with additional amounts of money - bonuses or valuable gifts.

All types of bonuses must be issued using an order, which is the basis for their accrual.

To process these payments, unified forms are provided: T-11 and T-11a. The first form is intended for bonuses to one employee, and the form with the letter “a” is used if two or more employees of the company are awarded bonuses.

Is it necessary to use these forms?

Now the use of unified forms in personnel records management is no longer mandatory, so the employer can use forms T-11 and T-11a at will. He can develop his own form or make changes to the unified ones. The main thing is to approve the new form by order of the organization.

Also, an order for bonuses can be issued in free form on a general form for orders approved by the organization. Typically, this method of issuing bonuses is used when it is necessary to describe in detail the employee’s achievements for which he receives a bonus or when orders for incentives are posted in publicly accessible places (information corners, honor boards, etc.).

In these cases, an order issued in free form is better understood when read.

An example of the text of an incentive order in free form:

According to the results of the “Best Production Site” competition, held from May 21 to May 30, 2020, the production site of Branch No. 4 took first place.

I ORDER:

1. Reward with a cash bonus for achieved results:

• A.A. Ivanenkov, head of the site - in the amount of 5,000 (five thousand) rubles;
• N.N. Egorov, site foreman - in the amount of 4000 (four thousand) rubles;
• V.V. Nikitin, electrician of the site - in the amount of 3000 (three thousand) rubles.

2. Pay the bonus at your own expense.

3. The order should be brought to the attention of all employees of the organization.

Order for financial assistance

In addition to various monetary bonuses, there is also such a thing as financial assistance.

For these purposes, there is no separate unified form and therefore forms T-11 and T-11a are very often used to register financial assistance, especially if the organization uses automated programs for conducting personnel records (KAMIN, HR Department PLUS, etc.) , in the standard versions of which only unified forms are included.

The unified form can be adapted by changing the name. That is, initially the order is called “On the encouragement of employee(s)”, but it needs to be replaced with “On financial assistance”, or “On the payment of financial assistance”.

You can also use a free order form. But in any case, you need to clearly indicate the type of monetary payment; you should not write statements like: “pay a sum of money in the amount of …”. The type of payment the amount of money issued will depend on:

1) Personal income tax– the premium is taxed in full. In the case of material assistance, personal income tax does not apply to the amount of 4,000 rubles per year in general cases and up to 50,000 rubles for a one-time payment for the birth of a child.

Or it is not subject to taxation at all, regardless of the amount, if paid in connection with natural disasters or terrorist acts;

2) Income tax organizations - financial assistance does not reduce the tax base. A bonus can reduce the tax base only if it is awarded for the labor achievements of employees (fulfilling a plan, achieving certain indicators, making rational proposals, etc.).

Bonuses paid in connection with anniversaries and holidays do not relate to labor costs that reduce the amount of profit of the organization;

3) Insurance charges– financial assistance is exempt from payment in cases provided for by law (in the amount of up to 4,000 rubles, at the birth of a child up to 50,000 rubles, compensation payments for damage caused in connection with natural disasters, payments in connection with the death of family members). The premium is subject to insurance contributions in all cases.

Grounds for issuing an order

The following documents can serve as the basis for issuing an order for bonuses (material assistance):

• Employee statement. Most often, it is written for the payment of financial assistance in the event of cases when the employer’s local documents provide for such payments.
• Service note. Written by the employee’s immediate supervisor with a request to reward him for achieved results, excellent work, etc.;
• Employer's order to pay bonuses for holidays and anniversaries;
• Local regulations of the organization, which stipulate the procedure for paying financial assistance and bonuses. Moreover, the employer himself decides what to call this or that payment. For example, some organizations may pay a bonus for an employee’s anniversary (retirement, marriage), and some may pay financial assistance. It depends on the corporate policy of the organization. In cases where bonuses and financial assistance are prescribed by law, their names do not change (material assistance for the birth of a child, in connection with the death of a family member; bonus for work results);
• Other documents on the basis of which the employer may decide to make payments in favor of the employee.

After the order is issued, a copy of it is sent to the accounting department for the calculation of the amounts specified in it. There are no specific dates set for the payment of bonuses and financial assistance. They can be issued to the employee immediately after accrual or timed to coincide with a salary or advance payment.

Instructions for filling out form T-11

Using form T-11, a bonus is issued for one employee. The procedure for filling it out is as follows:

Name of company

It should be included here in full, without abbreviations. It is allowed to enter an abbreviated name (if available) in brackets, as in the constituent documents. This procedure is established by Decree of the State Standard of the Russian Federation dated March 3, 2003 No. 65-Art.

The above document is valid only until 07/01/2018, and then GOST R 7.0.97-2016 will come into force, but it also contains the same requirement regarding the name, as a document requisite.

All the above rules fully apply to individual entrepreneurs.

Next to the name there is a small field reserved for OKPO; the data for filling it out is taken from the list of codes issued by statistical authorities when registering a company. But leaving this field empty will not be a serious mistake.

The employee's last name, first name and patronymic are entered in full, in the genitive case.

Personnel Number

Structural subdivision

If he is not present in the organization, this line is not filled in.

Motive of encouragement

In this line, you can describe in detail the reason for awarding an employee a bonus if the organization does not use free-form order forms or the order is issued using a specialized program.

Type of promotion

This line explains in what form the encouragement (material assistance) will be provided: cash, a valuable gift, or simply a declaration of gratitude or presentation of a certificate of honor.

Then the document that served as the basis for issuing the order is indicated (employee statement, memo, manager’s order, etc.)

The signature of the manager, as well as the signature of the employee, indicates that he has read the order.

Instructions for filling out form T-11a

Form T-11a is intended for processing payments to several employees at once. The main details of the order are drawn up in the same way as in the previous form.

Also, similarly to the T-11 form, the following lines are filled in: “Motive of encouragement” and “Type of incentive”, after which subsequent information is entered in the form of a table. This means that the motive and type of incentive must be the same for all employees listed in the order. That is, even if the same employee simultaneously receives a bonus and financial assistance, it will be necessary to issue two different orders for him.

Filling out the tabular part of the order:

1. Last name, first name and patronymic of the employee - entered in full;
2. Personnel number – if available;
3. Structural unit - if available;
4. Position – in full, without abbreviations;
5. Amount – the amount that will be paid to the employee. This form does not provide for duplication in words. If an employee is not rewarded with money, then the form of reward is indicated (gratitude, certificate of honor, valuable gift);
6. The employees' signature confirms that they have read the order.
7. Grounds for issuing the order (deadline after the table). There may be several reasons, the main thing is that the motive and type of encouragement coincide. Or, conversely, one document can serve as the basis for issuing several orders. For example, there is one memo that contains information that the employee needs to be rewarded with a certificate of honor and a cash bonus. In this case, two orders will be issued, but the basis for them will be the same - the above memo.
8. Signature of the head of the organization.

Duration and place of storage of bonus orders

The original order is stored in the personnel order book. A copy is in the accounting department, where it is either filed in a separate file where all copies of orders are stored, or attached to the documents on awarding bonuses.

Orders for awarding bonuses to employees and providing them with financial assistance must be kept in the organization for 5 years and then must be destroyed. But in practice, it is better to destroy such documents after a tax audit has been completed.

Since during its course various questions may arise about the taxation of amounts accrued on the basis of these orders, and it will be necessary to confirm the wording, on which, as mentioned above, depends how these amounts will be reflected in the tax accounting of the organization.

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