Generate and Approve Metric Rules (Pay Bumps)

Generate & Approve (Pay Bumps) Metric Rules

Staff Management -> Metric Rules

1 | Generate New Metric Rules

To Calculate or Re-Calculate staff Incentives click the Calc. metric rules link

This will pick up any new metrics that were hit since the Metrics were last calculated.

It is recommended this Calculation job be triggered at the end of each day, once all timesheets are finaliased, to be applied to the next day's timesheets.

Note:

1. You can only do it once every 5 minutes

2. You can not approve incentives for the same day, they can be applied to the following day or other future dates

3. Auto Approval of Incentives is expected in a future release

4. You may Approve and Un-Approve Incentives as many times as necessary. Finalized timesheets will not be impacted unless they are regenerated.

2 | Approve Metric Rules

Once generated by the metric calculation new incentives will need to be approved. Select the lines you wish to approve and Hit the Approve metric rule. Choose an Effective Date of the next day (unless you have other non-standard requirements to defer to the end of the pay period). You may also Reject metric rule

3 | Once Approved - Instructor Will See the Incentives