Metric Rules (Pay Bumps) & Staff Incentives

Introduction

Hourly Incentives

Hourly Incentives are applied hourly for time worked when the incentive has been added to the instructor through Staff Management (Add Hourly Incentive) or Metric Rules.

Metric Rules

Metric Rules are a way to setup rules to have existing Hourly Incentives get automatically added to the instructors profile as they hit the specified metrics through the season. These will reset at the end of the season.

Lesson Incentives

Lesson Incentives are incentives that are added to a Paid Activity They can apply a specified dollar Amount to the lesson and/or a additional Guest Count Incentive dollar amount for each student in the lesson.

Base Incentives (Staging ONLY)

Coming Soon.....

Base Incentives will be auto applied to all instructors based on Paid Activities it is configured for.

Resort Admin Config

Add Metric Incentive permissions to Admin users

Create Incentives

Product Settings -> Incentives -> Staff incentives

Paycode - ensure the correct paycode is attached to the incentive

Paid Activities - ensure the relevant Paid Activities are added to the Incentive

Note: Each Metric will need a specific incentive, they can not be re-used even if all the increments are the same.

Add Incentives

Add Incentives Manually

Manually -> Staff Management -> Add hourly incentive

Add Incentive with Metric

Admin settings -> Product Settings -> Incentives -> Metric Rules

Name: Recommendation to put the hours/criteria that explain the incentive as well as the $ amount in the comment as the instructor will see this field

Available Metrics

Note: The biggest catch all to count all hours is "Total Teaching Tasks hours"

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

Questions?

Questions?

Alterra SRS//HRIS Dat Integration Sharepoint-> https://alterramtnco.sharepoint.com/sites/SRS-HRIS Workday HR/Payroll Knowledge Base -> https://enterprise.alterra.support/support/solutions

flaik Application Support -> [email protected]

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