home Investment Form T11 sample filling. Order on employee incentives. What sections do they consist of?

Form T11 sample filling. Order on employee incentives. What sections do they consist of?

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.

Current legislation gives the right to draw up an order for bonuses in a free manner. However Many companies 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 awarded bonuses).

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 necessary when drawing up (here is information about the employer and the employees being rewarded, and information about the motives for the award, etc.).

The document can be prepared 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 manager and the employees being awarded.

A single copy is required to draw up the document. It will serve as the basis for further actions in the situation of rewarding employees.

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

In addition to bonus payments, material gratitude also implies other things:

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

An employee may be offered training paid for by the employer's company as an incentive. However, payment for training is not a bonus. This is the employer’s duty, but not his right, of course, if the requirements of the law are met (the educational institution has state accreditation, and such education is being mastered for the first time).

Where and how can I obtain forms?

The HR department handles the promotion process. If there is a local regulatory act that spells out all the nuances of incentives, the preparation process goes faster. In its absence, PVTR (internal labor regulations) is usually used.

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

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

According to custom, before a decision is made, the submission is endorsed by a representative of the 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 originator) and initial information about the order are included.

The name of the organization is written in all official documents (and in the order on promotion 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, followed by the abbreviation in brackets.

This is the main section of the document where the whole meaning and application is contained:

Who does the compilation?

Registration is the responsibility of a legal adviser, personnel specialist, head of a structural unit or (rarely) the secretary of the enterprise. All of them are required to submit the document for approval to the director of the enterprise.

Instructions for filling out forms

There are two cases of filling out a bonus order:

unified forms T-11 and T-11a, approved by the State Committee of the Russian Federation on May 5, 2004;
a form written at your own discretion, constructed and secured by a specific organization.

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

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

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

Manager'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).

Full name of the employee.
His personnel number.
Position and separate division.

The second part contains the type of incentive and its size. In the “Bases” section it is stated:

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 manager with the number and the signature of the employee himself.

T-11a

Now about issuing orders and instructions on encouraging employees:

The beginning is almost the same as in T-11, with the exception of omitting the employee’s full name with his information about the work (the 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 and the amount of bonuses for each are written.
At the end, the basis is indicated with reference to the date on which it was issued, the unique document number, the signature of the manager, familiarization of the employees and their signatures.

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

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

Video on the topic

Video about why it is necessary to draw up a bonus order and how it is filled out:

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:

Last name, first name and patronymic of the employee - entered in full;
Personnel number – if available;
Structural unit - if available;
Position – in full, without abbreviations;
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);
The employees' signature confirms that they have read the order.
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.
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.

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

Reward for work is recognition of special labor merits, as well as public honoring of a group of employees or an individual employee, expressed in the form of incentive measures, advantages and benefits that are established by labor legislation and documented by order to reward the employee.

The employer, in accordance with Article 191 of the Labor Code of the Russian Federation, has the right to apply several types of special incentives in relation to one or more employees. The most common types of incentives:

payment of bonus;
presentation of a certificate of honor or;
announcement of gratitude;
presentation for an honorary title;
rewarding with a gift.

In addition, employees may also be nominated to receive state awards for their labor merits. In some sectors of the economy, federal laws have approved discipline statutes containing provisions on incentive measures (awarding departmental badges, including employees in the book of honor, nominating them for an honorary title, and others).

It is important to know that bonuses that are included in the remuneration system or are paid regularly are not incentives.

Idea of rewarding an employee

Documentation of employee incentives is regulated by local regulatory acts of the enterprise. They establish the status and types of incentives, as well as the grounds for application for each of them. Two documents must be applied: the employee’s nomination for incentives for work and the order for his incentives.

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

An incentive presentation is one type of memorandum. 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 level of qualifications and assessment of work activity;
the second is the basis for the use of incentives, its proposed type and motive.

Who prepares the form

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

The HR department forwards the submission to the head of the enterprise to receive his official resolution, which must reflect the permission to use the proposed type of incentive, the performer and the specific deadline for execution. The date and signature must also be included in the resolution.

Based on the adoption of a positive resolution, the HR department prepares a draft corresponding order, the text of which is drawn up according to the unified form T11 (T11(a) is the form of an order to reward several employees).

T-11-a uniform hat to encourage several employees

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

The draft order must be endorsed in cases where the submission has not been approved. The approval procedure is not provided for in forms F11 and F11(a) - they do not contain a corresponding zone.

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

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