{"id":1085,"date":"2025-12-09T10:25:46","date_gmt":"2025-12-09T02:25:46","guid":{"rendered":"https:\/\/fogo365.com\/?p=1085"},"modified":"2026-01-02T12:37:33","modified_gmt":"2026-01-02T04:37:33","slug":"how-to-manually-adjust-staff-bonus-records-in-fogo-smart-cloud","status":"publish","type":"post","link":"https:\/\/fogo365.com\/index.php\/2025\/12\/09\/how-to-manually-adjust-staff-bonus-records-in-fogo-smart-cloud\/","title":{"rendered":"How to Manually Adjust Staff Bonus Records in Fogo Smart Cloud"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-43e3e1a5e3aa2042acdb065872cc4e21\" style=\"font-size:15px\"><strong>You need a single, secure, and accurate record for every dollar paid to staff. This tab ensures you can easily handle common exceptions\u2014like a quarterly performance bonus, a correction from a previous pay run, or a staff reimbursement\u2014and guarantee those amounts are tracked, taxed correctly, and recorded alongside the automated bonuses for a complete and compliant payroll history.<\/strong><\/p>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-927672d665e8872da4be4fa88544a53e\" style=\"font-size:15px\"><strong>Step 1:<\/strong> Access the Adjustment Tab: Navigate to<strong> Clinic Management, <\/strong>then <strong>Staff management<\/strong>, select the <strong>Staff Bonu<\/strong>s tab, click the Staff Bonus of the chosen staff and go to the Manual Adjustment tab .<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"267\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-59.png\" alt=\"\" class=\"wp-image-1090\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-59.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-59-300x82.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-59-768x210.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7aea3ec8f330e46d412936f1e18c2820\" style=\"font-size:15px\"><strong>Step 2: <\/strong>Click Add New: Click the Add New button to open the fields for a new manual entry.<br><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-1c18fb0ff050e724f7d898ecac03e69a\" style=\"font-size:15px\"><strong>Step 3:<\/strong> Select if the Bonus is with taxes.&nbsp;<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"481\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-60.png\" alt=\"\" class=\"wp-image-1091\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-60.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-60-300x148.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-60-768x379.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:36px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-096aa755c232bf61862c9bfbc547cb75\" style=\"font-size:15px\"><strong>Step 4: <\/strong>Choose the Job Title where you need to make manual adjustments. An employee can have 2 or more Job Titles, so it is important to choose what specific Job Title you need to make adjustments.&nbsp;<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"588\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-61.png\" alt=\"\" class=\"wp-image-1092\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-61.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-61-300x181.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-61-768x463.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0498f10b179843214de1d8ade2a681f3\" style=\"font-size:15px\"><strong>Step 5:<\/strong> Select the Date the payment\/adjustment should be applied for (this links the entry to the correct pay period).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"763\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-62.png\" alt=\"\" class=\"wp-image-1093\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-62.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-62-300x235.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-62-768x601.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:28px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0e40087c1ed2bda64849233f357a57df\" style=\"font-size:15px\"><br><strong>Step 6: <\/strong>Select from which account the adjustment will be applied.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"524\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-63.png\" alt=\"\" class=\"wp-image-1094\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-63.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-63-300x161.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-63-768x413.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9d0cbdf4e4ade08bd5b591a356317a07\" style=\"font-size:15px\"><strong>Step 7: <\/strong>Click \u201c<strong>Save<\/strong>\u201d once completed.<br><\/p>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-f340cc63164b52a26998464e76e34b9e\" style=\"font-size:15px\"><strong>Step 8: <\/strong>Another way to use manual adjustment is via <strong>Payments <\/strong>tab. First, navigate to the client&#8217;s record or the transaction\/invoice where the service is being added.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-61e86a58bf09354602fdf196d2d28532\" style=\"font-size:15px\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"508\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-64.png\" alt=\"\" class=\"wp-image-1101\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-64.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-64-300x156.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-64-768x400.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-95f21e9bb756cc6e265ef133a90ae947\" style=\"font-size:15px\"><strong>Step 9:<\/strong> In the Payment Details section, locate the line item for the service or product (e.g., Exercise Physiology TeleHealth).<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"384\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-65.png\" alt=\"\" class=\"wp-image-1102\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-65.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-65-300x118.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-65-768x302.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-1a4c374fe0379730c65b32ec0a993952\" style=\"font-size:15px\"><strong>Step 10: <\/strong>Click the &#8220;Person&#8221; icon. This action will open a selection window or dropdown list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"374\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-66.png\" alt=\"\" class=\"wp-image-1103\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-66.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-66-300x115.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-66-768x295.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-f4af5a79038377c3cee1bc6e76b3495e\" style=\"font-size:15px\"><strong>Step 11:<\/strong> Select the Staff Member: Choose the name of the practitioner who performed the service or the staff member who sold the product.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"166\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-67.png\" alt=\"\" class=\"wp-image-1104\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-67.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-67-300x51.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-67-768x131.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-68f2a83a94932dfdf744a36d2fcbfb3d\" style=\"font-size:15px\"><strong>Step 12: <\/strong>Then manually add the value. It is important to take note why manual adjustment has been processed for future references.&nbsp;<strong>&nbsp;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"975\" height=\"474\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-68.png\" alt=\"\" class=\"wp-image-1105\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-68.png 975w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-68-300x146.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/12\/image-68-768x373.png 768w\" sizes=\"auto, (max-width: 975px) 100vw, 975px\" \/><\/figure>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-d58204b14f18f49aab4606fe6fdb5a0b\" style=\"font-size:15px\"><strong>Note:<\/strong> When using the <strong>Manual Adjustment<\/strong> tab, always include a detailed, auditable note or <strong>Reason<\/strong>. Clear documentation is required to explain why the amount was added or deducted, ensuring compliance and accuracy in your payroll records and protecting you during audits.<\/p>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-bbe58104f3de7ba40ce0298a19663263\" style=\"font-size:15px\">You can also watch the demo here <a href=\"https:\/\/fogo365.com\/index.php\/2025\/12\/30\/demo-on-how-to-manually-adjust-staff-bonus-records-in-fogo-smart-cloud\/\"><strong><span style=\"text-decoration: underline;\">Demo on How to Manually Adjust Staff Bonus Records in Fogo Smart Cloud<\/span><\/strong><\/a><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-61e86a58bf09354602fdf196d2d28532\" style=\"font-size:15px\"><\/p>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color has-small-font-size wp-elements-782109b26a1cb48d764e3307469b28ab\"><em>Need a demo or want to learn more? Email us at&nbsp;<strong><a href=\"mailto:contact@fogo365.com\">contact@fogo365.com<\/a><\/strong>.<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You need a single, secure, and accurate record for ever [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,107,61,48],"tags":[],"class_list":["post-1085","post","type-post","status-publish","format-standard","hentry","category-account-and-settings","category-bonus","category-clinic-and-staff-management","category-finances"],"_links":{"self":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/1085","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/comments?post=1085"}],"version-history":[{"count":10,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/1085\/revisions"}],"predecessor-version":[{"id":1250,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/1085\/revisions\/1250"}],"wp:attachment":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/media?parent=1085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/categories?post=1085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/tags?post=1085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}