To add a new incentive plan, hit the "Create New Plan" button from your homepage.
Follow the steps in the plan builder.
Enter Plan Name
Choose Plan Year
Choose Payout Frequency
Choose the type of plan you want to create.
Team Performance Plan - Reward entire team based on results from the team.
Individual Performance Plan - Reward individual employees for their results.
Select the employees to include in this plan.
Select each employee
Select by role
Select by department
Set your thresholds that must be achieved in order for a payout to occur. This can be revenue, profit, margin, or a custom metric like # of billable hours.
Select the type of award for your employees.
Award Pool - this can be % of salary, % of revenue, or another pool-based award
Scorecard - create awards for individual KPIs like revenue, callbacks, labor efficiency, billing efficiency, reviews, etc.
For Scorecard plans:
Create your KPIs.
For Pool-Based Plans:
Select the metric to calculate the size of the pool
Select if the amount should be taken from entire pool or only an amount over a threshold
Select a fixed percentage (i.e. 20% of revenue) or a tiered percentage (i.e. 20% of revenue from $0-$20k, 25% of revenue over $25k)
Set a qualifier
This is a metric that must be met for each technician in order to qualify for the payout. An example is billable hours. In the example below, each technician must have 100 billable hours in the period to qualify for a payout.
Review your plan and publish
Publish Plan
Select date for plan to go live
Share with employees - invite employees, make visible only (no employee invite emails), or keep hidden
Publish plan
Congrats! Your plan is live 🎉
