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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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To access the Maintain Incentive Plan screen:

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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 to trigger incentive.

    ^{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 actual hours the employee must work on standard direct activities selected for the plan 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.
    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.
    Rolling Unit	Select rolling unit (Days or Weeks) from the list.
    Performance Threshold	Type the performance threshold. This is the lowest performance at which an employee is eligible for incentive pay. Note that this value becomes the lower limit for the lowest bracket on the performance payout scale.
    Buy In	The minimum number of hours the employee must work on-standard during the review period to be eligible for incentive pay.
    Buy In Period	Select 'Hours' as the unit for Buy In.
    Incent Cap	If this box is selected, an employee will receive the highest payout level when his or her performance exceeds that level’s upper limit. When not selected, there is no payout if the performance of the employee is beyond the top payout level.
    Buffer	How many days after the incentive period is over before the calculation is run (this allows clerical work to be performed).

    ^{Table 3. Criteria Field Descriptions}
     

    ^{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.
    
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    ^{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.
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    <sup>Fig.4 5 Maintain Incentive Plan - Adding Multiple Payout Scales
    
    
    Fig.5 6 Maintain Incentive Plan - Setting Multiple Payout Scales</sup>
     
19. Enter the Upper Limit of the payout scale and Percentage the employee will accrue.
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    ^{Fig.6 7 Maintain Incentive Plan - Multiple Payout Scales}
    
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    ^{Fig.8 Maintain Incentive Plan - Home vs Non-Home Payout Scale}
     

20. Click the 'Payout Group' tab to add individual employees to the incentive plan.
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    ^{Fig.7 9 Maintain Incentive Plan - Payout Group}

     

21. Click on 'Select Individual' and a popup window will appear.
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    ^{Fig.8 Maintain Incentive Plan - Selecting Employees
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    Fig.9 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.
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    ^{Fig.10 11 Maintain Incentive Plan - Selecting Multiple Employees}

     

23. Click  to accept the selected employees.
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    ^{Fig.11 12 Maintain Incentive Plan - Selected Employees}
    
    

24. Click  to save the incentive plan.
    
    

    Info
    title Info
    An employee can only be assigned to one incentive plan at a time. If an employee will be assigned to another incentive plan, delete that employee from the current incentive plan before assigning to the new plan. Employees can be removed from the incentive plan by selecting the corresponding delete check boxes and clicking .

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1. Click  in the Maintain Incentive Plan screen and the Search Incentive screen appears.
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   ^{Fig.12 13 Maintain Incentive Plan - Searching Incentive Plans}

    

2. To search for a particular incentive plan; type the Plan Name, select the Plan Type from the drop down list, select the Start Date by clicking , or select the Payout Group from the drop down list.
    

   Tip
   title Tips
   To list Incentive Plans with names starting with a particular character, enter the character into the field. For example, to search incentive plans starting with the character 'C', enter 'C' in the Plan Name to list incentive plans with names starting with C. If no search criteria are specified all the incentive plans will be listed in the 'Incentive Search Results' section.

3. Click  in the Search Incentive screen. The records for the selected criteria are listed in the ‘Incentive Search Results’ section.
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   ^{Fig.13 14 Maintain Incentive Plan - Search Results} 

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