Metric Rules

Introduction

Metric Rules can be used to either:

1. Apply Staff Incentives to a staff members profile

2. Increase the staff member's hourly Teaching Wage

With the defined Metric value for a specified data point (Metric).

Metric Rules let you define achievement thresholds for your staff — such as reaching a certain number of teaching hours or attaining a certification level — and then track and approve when those milestones are met.

How Metric Rules Work

1. Navigate to Staff Management → Metric Rules.

2. Click "Calc. metric rules" to run the calculation engine against current data. This button is always available regardless of whether any rows are selected.

3. After calculation, staff who meet rule thresholds will appear with a Pending status.

4. Select one or more Pending rows.

5. Click Approve metric rules to approve, or Reject metric rules to deny. Approved rules will show the effective date and your name as the approver.

A status banner at the top of the page shows when metric rules were last calculated, so you can tell if the data is current.

The Approve and Reject buttons are only active when you’ve selected rows that are in Pending status. A single staff member can have multiple metric rule rows if they qualify for more than one rule.

Examples

1. Apply Staff Incentives to a staff members profile

1. Increase the staff member's Teaching Wage

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Metric Rule Description	This will display to your staff when the metric rule triggers a new Staff Incentive to be added or an hourly wage change.
Metric	The data point that will be used to measure the metric amount. Once the specified Metric Value is reached for a staff member the Staff Incentive or wage increase will be applied.
Metric value	The value that must be reached for the specified Metric Rule to be triggered.
Metric rule type (staff incentive or wage increase)	Staff Incentive - This still apply the designated Staff Incentive to the staff profile Hourly Incentive - They will increase the staff member's Teaching Wage by the designated amount
Job title (only if Wage increase is selected)	Determines the Job Title that the Metric Rule will be applied to. Default Value "-" will apply the metric to all Job Titles Multiselect - Will apply to only selected Job Titles
Staff incentive/wage increase amount	Designate the Staff Incentive to be applied or the Wage Increate amount in Dollars $
Paid activities	Only paid activities selected, and incentives associated to staff profiles, will factor this incentive into the incentive calculation in timesheets.
Pay code	If a paycode is required by the payroll system for accepting the incentives through the Payroll Export interface it should be included here