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imageIncentive Base.jpg
titleFig.58 75 Example of Base Pay


Suppose the incentive plan is configured such that an employee performing between 100% and 110% receives an additional 5% of the base pay, while an employee performing between 110% and 125% receives 10%. If the employee performed at 115%, he'd receive 10% of the base pay, resulting in:

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imageTotal Incentive.jpg
titleFig.59 76 Example of Incentive Pay

Approve Incentive

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  1. Select Incentive under the Operations menu. The Approve Incentive screen appears with all the employees' status as Awaiting Approval.

    image
    imageIncentive.jpg
    titleFig.77 Approve Incentive


Search Employees

The list can be expanded to include all statuses (additionally "Approve" and "Disapprove"), or narrowed down by searching for specific employees. Click Image Added in the Approve Incentive screen and the Search Employee screen appears. Any of the following search criteria may be provided:

  • Last Name
  • First Name
  • Role
  • Supervisor
  • Facility
  • Department
  • Schedule

    To search for particular employees:
  1. Click Image Added in the Approve Discipline screen and the Search Employee screen appears.

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    imageSearch Incentive.jpg
    titleFig.78 Approve Incentive - Search Employees


  2. Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, or Schedule).

    Tip
    titleTip
    • To list the employees whose last name starts with a particular character, type the character in a specific field. For example, to search the employees with last name starting with the character 'M', enter 'M' in the Last Name field to list employees with last names beginning with an 'M'. You can apply this wild card character to any of the search criteria.

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    imageInc Wild Card.jpg
    titleFig.60 Approve Incentive.79 Approve Incentive - Search Employees Using Wild Card


  3. Click Image Added in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.

    Tip
    titleTip
    • If no search criteria are specified, all the employees are listed in the 'Search Results' section.

  4. Select the check box to the left of each employee you would like to see and click Image Added. The selected employee(s) list is displayed in the Approve Incentive screen.

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    imageSelect Incentive.jpg
    titleFig.80 Approve Incentive - Selected Employees


Approve or Disapprove Incentive
  1. Select the check box of each employee in the list to be approved or disapproved.

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    imageSelect Incentive 2.jpg
    titleFig.81 Approve Incentive - Select Employees


  2. Check either check box in the Approve or Disapprove columns: "Approve" to approve the incentive pay, or "Disapprove" to deny the incentive pay for the specified review period.

    Info
    titleInfo
    • If a record is to be disapproved, a "Reason Code" must be selected.


    image
    imageApprove Incentive.jpg
    titleFig.82 Approve or Disapprove Incentive


  3. Click Image Added to update and save the records.

    Tip
    titleTip
    • You can only edit records where the Status is set to Awaiting Approval.
    • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.