Clear rules for a discretionary bonus scheme – eligibility, measures, calculation, leavers, family leave, malus and clawback – designed with equality law in mind.
People & HR
Bonus and Incentive Scheme Rules
About this document
Rules for an annual (or more frequent) bonus or incentive scheme. They make clear that awards are discretionary, set eligibility, performance measures and calculation, and deal with joiners, leavers, part-time staff and family leave, malus and clawback, and changes to the scheme. Schedules hold the yearly parameters, an equality checklist and a participation letter.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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People & HR
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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