Incentive Plan Flexibility

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The optional Incentive Module automates award and compensation processes, with best practice tools that standardize behaviors, speed up time-to-payout, reduce manual intervention, and enable advanced plan strategies to motivate cross-sale performance excellence.

Key Business Functions & Features

• Create Multiple Plans By Division and Job Specialty

• Assign Individuals/Departments to Specific Plans, With Goals

• Adjustable Incentive Compensation Values & Thresholds

• Flexible Award by Outcome Type (Appointment, Sale, Credit Application)

• Credit Sharing For Teams and Joint Referrals

• Manager Signoff Workflow on Large Items

• Tiered-Credit Based on Balance, Assets and Outstandings

• Minimum Thresholds for Item Credit & Pay Period Credit

• Dial-Up Seasonal Blitzes, Kickers and Other Motivators

• Use of Points, Trip Credits or Dollars Depending on Plan Type

• Auto-Assign New Hires to Plan Using HR Interface