Guide

How to Calculate a STIP Bonus

Use this guide when you need the formula behind a STIP or STI plan before using the calculator.

Last reviewed 20 August 2026

STIP formula

STIP payout = salary × target bonus % × company factor × team factor × individual factor × eligibility

The exact plan may use different weights, but the practical structure is target value adjusted by performance factors.

Weighted scorecard example

MetricWeightScoreWeighted result
Company performance50%110%55%
Team performance25%100%25%
Individual performance25%90%22.5%

Total weighted performance is 102.5 percent before caps or eligibility.

Common reasons the payout changes

Company factor missed threshold.
Eligibility was prorated because the employee joined mid year.
The plan has a maximum payout cap.

Related tools and next steps

The five steps, in order

STIP = Salary × Target % × Company × Team × Individual × Eligibility, then capped
1
Target payout. Eligible salary × target bonus %. On $90,000 at 15%, that is $13,500. This is the anchor everything else scales.
2
Check the funding gate. If company results fall below the plan threshold, the pool is zero and nothing else matters. This is the step most people skip and then find surprising.
3
Apply the scorecard factors. Company, team or business-unit, and individual. Multiplied in some plans, weighted in others — a weighted plan with 70% company weighting treats a strong individual year very differently from a multiplied one.
4
Apply eligibility. Joiners, leavers, unpaid leave and part-time hours scale the target. See proration explained.
5
Apply the cap. Last, and against the prorated target. A 200% cap on a 75%-prorated target is 150% of the full-year target, not 200%.

Two worked examples

Above target. $90,000 salary, 15% target, company 110%, team 95%, individual 100%, full eligibility.

Result
$14,107

13,500 × 1.10 × 0.95 × 1.00 = $14,107, which is 104% of target and well under the 200% cap ($27,000). Educational gross estimate only.

Below threshold. Same salary and target, but company results land at 85% of plan against a 90% funding threshold.

Result
Nil

The gate is not cleared, so the pool is unfunded and no individual score can rescue the payout. This is the single most common reason a STIP pays nothing in a year where individual performance was strong.

Run your own numbers in the STIP calculator, or read what a STIP bonus is for the full definition.

STIP calculation questions

Is STIP taxable?

Most cash bonus payments are normally treated as taxable compensation, but payroll treatment depends on jurisdiction and employer process.

Is STIP guaranteed?

Usually no. STIP payouts often depend on company, team and individual performance plus plan eligibility.

How do you calculate a STIP bonus?

Salary times the target bonus percentage gives the target payout. Multiply that by the company, team and individual performance factors, scale for eligibility if you did not work the full period, and apply the cap last against the prorated target.

What is the STIP formula?

STIP = salary x target % x company factor x team factor x individual factor x eligibility, then capped at typically 150-200% of the prorated target.

Why did my STIP pay nothing?

Most often because company results fell below the plan funding threshold, which zeroes the pool regardless of individual performance. Other causes are a zero individual rating, failing an eligibility condition, or leaving before the payment date.

Is the cap applied before or after proration?

After. The cap is the last step and applies to the prorated target, so someone eligible for three quarters of the year cannot earn the full-year maximum.

What is a typical STIP target percentage?

Around 5-15% of salary for individual contributors, 10-20% for managers, 20-40% for directors and 50%+ for executives, though it depends entirely on the plan and the employer.

Reviewed 20 August 2026 by the BonusPayCalc editorial team. Gross planning estimates only — not payroll, tax, legal or HR advice. See methodology for how formulas are chosen, or report a correction.