Employee incentive order. Employee incentive order Rules for filling out an employee incentive order

In addition to paying the basic salary, the employer can encourage 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.

For registration of these payments, unified forms are provided: T-11 and T-11a. The first form is designed to reward one employee, and the form with the letter “a” is used if two or more employees of the company are rewarded.

Are these forms required?

Now the use of unified forms in personnel records management is no longer mandatory, therefore, the employer can use the T-11 and T-11a forms 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 common form for orders approved by the organization. Typically, this method of issuing bonuses is used when it is necessary to describe in detail the achievements of an employee for which he receives a bonus, or when orders for incentives are posted in public places (information corners, honor boards, etc.).

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

An example of the text of an order for promotion in free form:

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

I ORDER:

1. Encourage with a cash bonus for the results achieved:

A.A. Ivanenkov, head of the section - in the amount of 5000 (five thousand) rubles;
N.N. Egorov, foreman of the site - 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 premium at your own expense.

3. Order to bring to the attention of all employees of the organization.

Order for financial assistance

In addition to various monetary awards, there is also such a thing as material assistance.

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

The uniform form can be adapted by changing the name. That is, initially the order is called “On the promotion of the employee (s)”, but you need to replace it with “On material assistance”, or “On the payment of material assistance”.

You can also use the free form of the order. But in any case, you need to clearly indicate the type of cash payment, you should not write wording like: "pay a sum of money in the amount of ...". Depending on the type of payment you receive will depend on:

1) personal income tax- the premium is taxed in full. In the case of material assistance, personal income tax is not taxed on the amount of 4,000 rubles per year in general cases and up to 50,000 rubles with a lump sum 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 - material assistance does not reduce the taxable base. The bonus can reduce the taxable base only if it is accrued for the labor achievements of employees (fulfillment of the plan, achievement of 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 the organization's profit;

3) Insurance accruals- material assistance is exempted 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 by natural disasters, payments in connection with the death of family members). The premium is subject to insurance premiums 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 material assistance in the event of cases when such payments are provided for in the local documents of the employer.
Service note. Written by the immediate supervisor of the employee with a request to reward him for the results achieved, excellent work, etc.;
Employer's order on the payment of bonuses for holidays and anniversaries;
Local regulations of the organization, where the procedure for the payment of material assistance and bonuses is prescribed. Moreover, the employer himself decides how to call this or that payment. For example, in some organizations a bonus may be paid on the anniversary of an employee (retirement, marriage), and in some - material 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 performance);
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 indicated in it. No specific dates have been set for the payment of bonuses and material assistance. They can be issued to the employee immediately after accrual or timed to coincide with the salary or advance payment.

Instructions for filling out the T-11 form

Using the T-11 form, a bonus is issued for one employee. The order in which it is filled is as follows:

Name of company

Here it must be entered in full, without abbreviations. It is allowed to enter the abbreviated name in brackets (if any), as in the constituent documents. This procedure is established by the Decree of the State Standard of the Russian Federation dated 03.03.2003 No. 65-st.

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

All of the above rules apply to individual entrepreneurs in full.

Next to the name there is a small field reserved for OKPO, the data for filling it out are taken from the list of codes issued by the statistical authorities during the registration of the company. But leaving this field blank will not be a blunder.

The surname, name and patronymic of the employee is entered in full, in the genitive case.

Personnel Number

Structural subdivision

If it is absent in the organization, this line is not filled.

Encouragement motive

In this line, you can describe in detail the reason for rewarding an employee 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 made: cash, a valuable gift, or simply an announcement of gratitude or a certificate of honor.

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

The signature of the manager, as well as the signature of the employee that he is familiar with the order.

Instructions for filling out the T-11a form

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 lines are filled in: “Motive of encouragement” and “Type of encouragement”, after which the 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 in the tabular part of the order:

Last name, first name and patronymic of the employee - is entered in full;
Personnel number - if any;
Structural unit - if any;
Position - in full, without abbreviations;
Amount - the amount to be paid to the employee. This form does not provide for its duplication in words. If the employee is encouraged not in cash, then the form of encouragement is indicated (gratitude, certificate of honor, valuable gift);
The signature of the employees is that they are familiar with the order.
The basis for issuing the order (the period after the table). There may be several reasons, the main thing is that the motive and type of encouragement coincide in them. 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 must be encouraged 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.
Signature of the head of the organization.

The term and place of storage of orders for bonuses

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

Orders on bonuses to employees and the issuance of material assistance to them must be kept in the organization for 5 years, and then subject to destruction. But in practice, it is better to destroy such documents after the tax audit has passed.

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

Staffing table (T-3 form)
Sample filling form T-61

According to the unified form T-11, the provision on employee bonuses is filled out. You do not have to fill out a document on encouraging an employee in a unified form T-11, you can develop a form yourself and fill out an order in the form that you approve in your company's accounting policy. However, keep in mind that the forms you develop must contain all the necessary details (name of the organization that prepared the document, date of compilation, etc.) You can find a complete list of requirements in Part 2 of Article 9 of the Federal Law of December 6, 2011 No. .

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 still decide to use the forms developed by the State Statistics Committee, then you will have to draw up the provision for bonuses in the form No. T-11.

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

A sample of filling out a unified form T-11

The 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 responsibility for filling out the order is assigned to the employee who is responsible for maintaining personnel records (for example, a secretary).

In the header, you need to fill in the name of the company, the form for OKUD, OKPO, the serial number of the order and the date it was drawn up. The main part of the order consists of the following items:

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

The bonus order is filled out on the basis of a presentation or memo from the head of the structural unit of the company in which the employee works. If you issue an order in a unified form, but not a monetary reward (premium), but, for example, a gift, acts as an incentive, then it is allowed to exclude the requisite “in the amount of ____ rub. ____ kop.

The order on encouragement in the unified form T-11 must be signed by the head of the organization or a person authorized by him. If in your work you use a self-composed and approved form of an incentive order, then the document must be signed by the responsible persons indicating their surnames and initials (or other details that allow the responsible persons to be identified).

Check out 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.

The current legislation gives the right to draw up an order for bonuses in a free presentation. but many firms and organizations still use the long accepted and applied:

form T-11 (in case of promotion of one employee);
form T-11a (when a certain group of employees is rewarded).

Other types of material gratitude

Both the T-11 form and the T-11a form are very similar in structure and content.

The habit of the old design is quite natural, since they contain everything that is needed when compiling (here is information about the employer and employees being rewarded, and information about the motives for rewarding, etc.).

The document can be drawn up in two ways: in writing (by hand) or in printed form. In principle, this does not matter, the main thing is that the order contains the original signatures of the head and the awarded employees.

A single copy is required for the preparation of the document. It will serve as a basis for further actions in the situation with rewarding employees.

Important! Upon completion of the preparation of the order, it is necessary to register it in the internal register of documents, then transfer it to the accounting department, then - for safekeeping in the archive of the organization.

Financial gratitude, in addition to the payment of bonuses, implies other things:

a small supply of paid vacation days;
compensation for health trips and vacation vouchers;
personal allowances for long-term employees;
lending money without interest to buy a home;
payment for profiling classes, conferences, exhibitions.

An employee may be offered training paid for by the employer's company as an incentive. However, the tuition fee is not a bonus. This is the duty of the employer, but not his right, of course, in case of compliance with the requirements of the law (the educational institution has state accreditation, and such education is mastered for the first time).

Where and how can I get forms?

The personnel department is engaged in the design of promotion. If there is a local regulatory act, where all the nuances of the promotion are spelled out, the drafting is faster. In its absence, PWTR (internal labor regulations) is usually used.

Each company can develop its own way of issuing incentive orders. Nevertheless, it is similar to the established workflow scheme, but differs slightly in relation to submissions for promotion. The head of the organization, or another authorized person, makes a verdict on the promotion of the employee.

Attention! The document containing the request for encouragement follows from the personnel department to the directorate, where the proposed decision is implemented through a resolution.

As usual, before the decision, the submission is endorsed by a representative of personnel officers. In the case of material remuneration - the chief accountant of the organization.

What sections do they consist of?

Title

At the beginning of the document, information about the organization (its compiler) and initial information about the order are included.

The name of the organization is written in all official documents (and in the order on encouragement, too), according to the designation enshrined in the constituent documents (including foreign names and abbreviations).

In the presence of abbreviations, the full name comes first, in brackets - the abbreviation.

It is the main section of the document, which contains the whole meaning and application:

Who is compiling?

Registration lies in the duties of a legal adviser, personnel specialist, head of a structural unit or (rarely) company secretary. All of them are obliged to submit the document for approval to the director of the enterprise.

Instructions for filling out forms

There are two cases for filling out a bonus order:

unified forms T-11 and T-11a, approved by the State Committee for Statistics of the Russian Federation on May 5, 2004;
a form written at one's own discretion, built and secured by a certain organization.

All of them have legal force (because from October 1, 2013 the use of exclusively accurate design has been canceled) and must contain specific information:

Document name.
Date of preparation.
Name of company.
Testimony:

Full name of the employee;
his position and structural unit;
the basis of the promotion;
its form;
payment amounts;
conducive to encouragement.

Job title, full name and signature of the person responsible for the event.

Leader's signature.

T-11

At the beginning you need to write:

Name of the organization;
unique OKPO code (corresponding to the registration document);
unique number (according to the rules for writing document flow).

Name of the employee.
His payroll number.
Position and department.

The second part contains the type of promotion, its size. In the "Basic" section, it says:

The document on which the award is drawn up.
Date of compilation of this document and number (if present).

At the end, the signature of the head with the number and the signature of the employee himself.

T-11a

Now about the issuance of orders-orders to encourage employees:

The beginning is almost the same as in T-11, the exception will be the omission of the employee's full name with his information about the work (reasons and type are immediately written).
The next section of the order contains tables with the full names of employees, their personnel numbers and structure. divisions.
Next, the corresponding positions are written, the amount of bonuses for each.
At the end, the basis is indicated with a link to the date when it was issued, a unique document number, the signature of the head, familiarization of employees and their signatures.

Note! For a small business, it is best to use a free form to issue an order to encourage an employee and not spend important resources on studying this issue.

But if the organization is engaged in medium, large business, or wants everything to be done according to the standards, then in this case, forms T11 and T-11a are an excellent choice.

The idea of rewarding an employee

Documentation of employee incentives is regulated by the regulatory local acts of the enterprise. They establish the status and types of incentives, as well as the grounds for applying for each of them. Two documents must be applied without fail - the presentation of an employee for promotion for work and an order for his encouragement.

The submission (sometimes a service or is used instead) is the basis document for the subsequent issuance of the order. In this case, the grounds may be the invoice of the head of the structural unit, the decision of the trade union bodies, acts and council of the labor collective.

Reward presentation is one type of memo. This document is drawn up in the structural unit, then signed by its head and addressed to the head of the enterprise.

The presentation text is divided into two parts:

the first includes the general, the level of his qualifications and the assessment of labor activity;
the second - the basis for the application of encouragement, its proposed form and motive.

Who prepares the form

The need for a procedure for approving submissions, the sequence of approval and the composition of officials directly depend on the procedure for the movement of all personnel documentation approved at the enterprise.

The HR department submits the submission to the head of the enterprise to receive his official resolution, in which it is imperative to reflect the permission to use the proposed type of incentive, the contractor and the specific deadline. The date and signature must also be included in the resolution.

Based on the adoption of a positive resolution, the personnel department prepares a draft of the corresponding order, the text of which is drawn up in the unified form T11 (T11 (a) - the form of the order to encourage several employees).

T-11-a hat for rewarding several employees

It is important to take into account that in the process of preparing an order to encourage employees, it is necessary to adhere to the general requirements for filling out unified forms of accounting documents: all the details included must be filled in, deletion of some details is not allowed. This mainly concerns the value of valuable gifts, which is indicated in words and numbers.

It is necessary to endorse the draft order in cases where the submission has not been coordinated. The procedure for sighting forms F11 and F11 (a) is not provided - they do not contain the corresponding zone.

After signing the order by the head of the enterprise, the employee must familiarize himself with it against signature. The original order is left for storage in the personnel department, on its basis information about the promotion is entered in and in the work book of the employee of the unified form T2.

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

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

Filled out sample of the order to encourage the employee

Form

Sample and form of the order on the promotion of employees. Form T-11a

Sample

Form

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

As an encouragement, a cash prize, a valuable gift, a gratitude letter, a certificate of honor, etc. can be issued.

The incentive order can be issued in free form on the letterhead of the enterprise, or the secretariat employee 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 form of the order to encourage one employee (form T-11) contains:

"Header", which indicates the name of the organization, its OKPO code, document number and date of issue.
the actual text of the order, which indicates the full name, personnel number (if assigned), position, structural unit in which the employee is employed; the motive for the award (for what - for conscientious work, high performance, in connection with the anniversary, for work experience, etc.), type of award, amount indicated in words and numbers, if this 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 promotion is assigned also signs the order, confirming that he is familiar with the document.

It might be useful to read:

Employee incentive order. Employee incentive order Rules for filling out an employee incentive order

Are these forms required?

An example of the text of an order for promotion in free form:

Order for financial assistance

Grounds for issuing an order

Instructions for filling out the T-11 form

Instructions for filling out the T-11a form

The term and place of storage of orders for bonuses

A sample of filling out a unified form T-11

Other types of material gratitude

Where and how can I get forms?

What sections do they consist of?

Title

Who is compiling?

Instructions for filling out forms

T-11

T-11a

Related videos

The idea of ​​rewarding an employee

Who prepares the form

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

Filled out sample of the order to encourage the employee

Sample and form of the order on the promotion of employees. Form T-11a

Rules for filling out an order to encourage employees

The idea of rewarding an employee