Create quarterly task to move completed projects to bonus
Create quarterly task to move completed projects to bonus
Your IT projects sheet's completed items often sit unprocessed, delaying bonus reconciliation for payroll. Gain a queued task and reminder so bonuses are reconciled the same day each quarter.
Overview
Turn quarterly spreadsheet housekeeping into an assigned, trackable task and a routed reminder so owners know exactly what to move and where. That ensures payroll and coordinators receive reconciled bonus entries the same day each quarter, avoiding last-minute fixes.