How to setup eligibility criteria for incentives?

To setup eligibility criteria, follow the steps mentioned below:

  1. From Navigation Menu in web portal, click on Performance and then click Incentives.
  2. Click on any of the listed Incentives or  Add new incentive. ( Click here to know- How to add incentives in FeetPort?).
  3. Click on Next.
  4. Now click on Check Eligibility criteria.
  5. Check any of the two option or both- Eligibility Criteria and Target Wise Eligibility Criteria.
  6. Under Eligibility criteria , enter Criteria, Criteria Type and Operator.
  7. Under Target Wise Eligibility Criteria, enter % Target Value.
  8. Click on + to add Target Wise Incentive capping
  9. Click on back arrow and enter Eligibility value in % .
  10. Click on Next and an excel file will be downloaded with Target value mapped with incentives.
  11. Drop excel file after filling data on the screen.
  12. Click on Next and review the incentive data and finally click on Create.

 

 


Revision #5
Created Sat, Apr 27, 2019 9:02 AM
Updated Fri, May 1, 2020 6:34 AM by Kamna