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1. Type a unique Plan Name.
2. Select the Facility ID from the drop down list.
3. Select 'Monetary' as the Plan Type.
4. Check 'Performance' as the Pay Criteria.
5. Select the Review Period from the drop down list.
6. Enter a value for minimum days of employment.
7. Enter a value for Incentive Buffer Days.
8. Select whether the plan will run in 0% or 100% baseline.
9. Select the Start Date by clicking .
10. Select 'Standard Hours' as the Incented Hours.
11. Select 'Individual' as the Payout Group.
12. Type a Rate, if necessary.

13. Select whether or not this plan will incent on employee's that are on learning curves. If so, select which Performance Level will be used when calculating each review period.
    
    
    ^{Fig.2 Maintain Incentive Plan - Adding Plan}

    
    Incentive Config Field Descriptions

    Field	Description
    Plan Name	A descriptive name of the incentive plan.
    Facility ID	Ties the plan to the selected facility.
    Plan Type	Indicates that the incentive pay is a monetary incentive.
    Pay Criteria	Currently the only option is Performance based.
    Review Period	This defines the period of time during which the Incentive Plan is evaluated, either Bi-Weekly (every two-weeks) or Weekly.
    Min. Days of Employment	The minimum number days an employee is required to work in order to be eligible for incentive pay.
    Incentive Buffer Days	How many days after the incentive period is over before the calculation is run (this allows clerical work to be performed).
    Start Date	Start Date for the incentive plan. The day of week on which this date falls will always be the start day for that plan going forward. For example, a plan with a Review Period of Weekly and a Start Date of Sunday 6/19/2011 will have review periods that will always be Sunday-to-Sunday.
    Incented Hours	Currently the only option is Standard Hours.
    Payout Group	Payout will be considered on an individual employee basis.
    Rate	Incentive plan pay rate (dollars per hour).
    Incent on Learning Curve	Leave the box unchecked to consider an employee’s performance in ONLY activities in which they are NOT currently on a learning curve. Any activities that are receiving a learning curve adjustment will not be factored into the performance that triggers incentive. If the box is selected, the plan will consider ALL activities (regardless of whether or not the employee is currently on a learning curve for certain activities). When the box is selected, the 'Performance Level' option is enabled.
    Performance Level	If the 'Incent on Learning Curve' box is enabled, select whether the adjusted performance (for activities on learning curves) or the baseline (non-adjusted) performance will be used in the payout calculation.

    ^{Table 2. Incentive Config Field Descriptions}
     

14. Click on the 'Criteria' tab and configure minimum threshold criteria for performance and quality.

15. For specifying particular activities in a plan, select the activities that will be included when the incentive plan runs and calculates employee performances.
    
    
    ^{Fig.3 Maintain Incentive Plan - Criteria}
     

     
    Criteria Tab Field Descriptions

     

    Field	Description
    Performance Threshold	Type the minimum threshold required for an employee to become eligible for incentive pay.
    Buy In	The minimum number of hours the employee must work on-standard during the review period to be eligible for incentive pay.
    Quality Threshold	Selecting the check box will enable the Quality threshold requirements when considering the employee for incentive pay.
    No. of Errors	Type the threshold for number of quality errors for the incentive plan. If this value is exceeded, the employee is not eligible for incentive pay. This value is a summed occurrence value across all quality types configured in ProTrack Warehouse.
    Measured As	If quality occurrence value is not a good measure, quality records can be treated as percentages. Percentage is calculated using No. of Errors divided by Checked Quantity from the Quality record.
    Quality Unit	Select the quality unit to consider for quality percent for performance and quality from the list.
    Rolling Avg Over	Type the rolling period to calculate quality.

    ^{Table 3. Criteria Field Descriptions}
     

16. For Home vs Non-Home activities type of plan, set the minimum threshold requirements for Non-Home activities and select the activities to be considered as Non-Home in the top portion. Then set the minimum threshold requirements for Home activities in the bottom portion.
    
    
    ^{Fig.4 Maintain Incentive Plan - Home vs Non-Home Plan}
     
17. Click on the 'Payout Scale' tab and configure the scale for incentive pay.
18. To add multiple payout scales, click 'Add New' and a popup window will appear.
    
    
    <sup>Fig.5 Maintain Incentive Plan - Adding Multiple Payout Scales
    
    
    Fig.6 Maintain Incentive Plan - Setting Multiple Payout Scales</sup>
     

19. Enter the Upper Limit of the payout scale and Percentage the employee will accrue.
    
    Image Modified
    ^{Fig.7 Maintain Incentive Plan - Multiple Payout Scales}
    
    Image Modified
    ^{Fig.8 Maintain Incentive Plan - Home vs Non-Home Payout Scale}
    

     

    
    

    Warning
    title Warning
    The upper limit of the previous payout bracket must match that of the lower limit of the next payout bracket.

20. Click the 'Payout Group' tab to add individual employees to the incentive plan.
    
    
    ^{Fig.9 Maintain Incentive Plan - Payout Group}

     

21. Click on 'Select Individual' and a popup window will appear.
    
    
    ^{Fig.10 Maintain Incentive Plan - Selecting Employees}
     

22. Search and select employee(s) from the list. To select multiple employees, select the check box to the left of each employee's name.
    
    
    ^{Fig.11 Maintain Incentive Plan - Selecting Multiple Employees}

     

23. Click  to accept the selected employees.
    
    
    ^{Fig.12 Maintain Incentive Plan - Selected Employees}
    
    

24. Click  to save the incentive plan.
    
    

    Info
    title Info
    An employee as well as activities can be added to multiple incentive plans; the user must be cautious when creating incentive plans to prevent multiple payouts for the same activity. For example, the activity Picking Dry has been added to the Day Shift Incentive Plan and Night Shift Incentive plan. Employee 1 can be assigned to either the Day Shift or Night Shift incentive plans but not both. If employee 1 somehow gets added to both plans, it is possible that they will receive multiple payouts for the Picking Dry activity. Employees can be removed from the incentive plan by selecting the corresponding delete check boxes and clicking .

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