Discretionary Incentives

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Discretionary Incentives

The Discretionary Incentives sub-tab of Rewards allows you to define the goals and discretionary incentives in your organization. Users can control discretionary incentives for individual employees and departments.

 

To Add Discretionary Incentives Manually

1.Navigate to the Rewards tab of Compensation Management.

2.Navigate to the Discretionary Incentives sub-tab.

3.In the Individual OR Departments table, click the Add button to enter a row of data in the table.  

 

To Import Discretionary Incentives

1.Navigate to the Rewards tab of Compensation Management.

2.Navigate to the Discretionary Incentives sub-tab.

3.In the Individual OR Departments table, click to download and save a .CSV file template.

4.Open the .CSV file template using a spreadsheet program like Microsoft Excel.

5.Enter a list of discretionary incentive data.  Required columns are marked with an asterisk (*).

6.Once the list is complete, save the file in a .CSV (comma delimited) format.

7.Click to open the Upload Individual Discretionary Incentives via CSV OR Upload Department Discretionary Incentives via CSV modal.

8.Click the Browse button to select the saved file.

9.Click the Upload button to import the file.

10.In the Upload list from file dialog, the rows that have been successfully imported are displayed.  If the .CSV file contains any errors, then a message will display the number of errors encountered during the import and will list the data needing review.

11.To export the results to Excel, click .  

12.In the Choose Export Preferences dialog, select one of more of these options to export:

Errors

Warnings

Successes

13.Click OK in the Choose Export Preferences dialog.

14.Click OK in the Upload list from file dialog.

 

To Customize Merit Increases

See Merit Increases

 

To Create an Incentive Plan

See Incentive Plan

 

To Customize Sales Incentives

See Sales Incentives

 

To Customize Benefits Plans

See Benefits Administration

 

To Customize Organization Data

See Compensation Management Settings

 

To Share an Organization Profile

See My Organizations