Form T-11. Order on bonuses for employees. Sample. Download form T-11, T-11a

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Unified form No. T-11a Approved by Resolution of the State Statistics Committee of Russia dated January 5, 2004 No. 1

		Code
OKUD form		0301027
		according to OKPO

(name of company)

Document Number

Date of preparation

ORDER

(order) on employee incentives

(motive for encouragement)

(type of reward (gratitude, valuable gift, bonus, etc. - please indicate)

Full Name	Personnel Number	Structural subdivision	Position (specialty, profession)	Amount, rub.	The employee is familiar with the order (instruction). Personal signature of the employee.
1	2	3	4	5	6

Base: performance

Head of the organization
(job title)	(personal signature)	(full name)

Download the document “Order (instruction) on employee incentives. Form N T-11a"

Sample order T-11a

The basis for drawing up this document is a proposal for encouragement, a petition or a memo. In it, the immediate supervisor explains the reasons why he considers it necessary to provide bonuses to the employees of his department (division).

The order must include the following information:

name of company;
document details;
motive (reason) for promotion;
type of reward (bonus, valuable gift, gratitude);
full names of employees;
position and structural unit;
bonus amount;
the basis for the incentive (representation, memo, petition).

Sample order for rewarding T-11a employees (bonus)

Form of order to encourage employees T-11a

After drawing up, the order is signed by the manager and brought to the attention of all employees specified in it. Data on incentives are entered into personal cards of employees and work books (clause 4 of article 66 of the Labor Code of the Russian Federation, clause 24 of the Rules for maintaining and storing work books, approved by Decree of the Government of the Russian Federation of April 16, 2003 No. 225).

Order on bonus payments to employees (form T-11 and T-11a)

Home / Personnel documents

Table of contents:
1. Is it necessary to use these forms?

2. Order for financial assistance

3. Grounds for issuing the order

4. Instructions for filling out form T-11

5. Sample of filling out form T-11

6. Instructions for filling out form T-11a

7. Sample of filling out form T-11a

8. Duration and place of storage of 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.

Download form T-11 or form T-11a
Download a sample of filling out form T-11 or form T-11a

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:

ORDER

According to the results of the “Best Production Site” competition, held from May 21 to May 30, 2021, 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 subject to income tax 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) Organizational income tax – 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 accruals - financial assistance is exempt from payment of insurance premiums 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 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.

OKPO code

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

This is an individual employee code in a given organization, which is assigned upon hiring. Since the mandatory assignment of personnel numbers is not provided for by current legislation, this field is filled in only if it is available.

Structural subdivision

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

Employee position

The position must be entered exactly as it appears in the employment contract and staffing table, in full, without reduction.

Motive of encouragement

This indicates why the employee will be given a bonus or financial assistance. For example: “for fulfilling the plan for the month of April”, “In connection with the birth of a child”.

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.

Next, the amount of the bonus is indicated, the number of rubles must be indicated in words, next to kopecks in numbers. Then the entire amount is duplicated in numbers.

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.

Sample of filling out form T-11

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.

Sample of filling out form T-11a

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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Order on employee bonuses. Filling example

The figure below shows an example of rewarding an employee with a monetary reward based on an order from management.

In addition to monetary remuneration, an employee can be encouraged with a valuable gift. The figure below shows this sample order.

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