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  1. Each activity can only be assigned to one plan at a time to prevent multiple payouts of the same activity. 
  2. Each employee can be assigned to multiple incentive plans.
  3. Plans using Home vs Non-Home activities: 
    1. Home activities must be configured in the Employee screen.
    2. Once an employee has been evaluated on a Home activity and that same activity is listed as a Non-Home activity in the plan, the employee will not get evaluated again for incentive.
How Incentive is calculated:

The incentive pay is split into two pay buckets, "Regular Incentive Pay" and "Overtime Incentive Pay." Regular incentive pay includes all incentive pay, paid at the employee's standard pay rate, even for hours which are considered overtime hours. Overtime incentive pay is just the additional incentive pay, for the overtime hours, on top of the base rate the employee was paid for those hours. Both the regular and the overtime incentive pay are calculated from the regular and overtime base pay.

Incentive Plan without the Cap enabled (or employee performance does not surpass the highest payout bracket).
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Incentive Plan with the Cap enabled (and employee performance surpasses the highest payout bracket).

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  • OT Factor is obtained from the Configurations > System screen. The Property Name OT_ADJ_FACTOR will display the value.
  • Accrual % is the accrual % of an employee's base pay rate configured in the payout scale of the incentive plan.
  • Actual and Standard Hours are summations of the selected activities configured within the incentive plan. For example, an incentive plan contains the two activities Picking Grocery and Picking Dairy. The plan will sum up the hours between the two activities when calculating incentive.

 

 

To access the Maintain Incentive Plan screen:

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