Build a plan

The Incentive Plan Builder walks you through every part of a plan, from who's in it to how each number pays. Your progress saves as a draft, and you can see what each technician would have earned before you publish.

How it works

• Name the plan and set a payout frequency: weekly, biweekly, twice a month, monthly and longer.
• Pick a plan type, then set up awards, thresholds and qualifiers.
• Choose participants by name, department or role. One person can be in several plans.
• Review the summary and modeled payouts, then publish.

Related

• Plan templates — Start from a proven plan instead of a blank page.
• Plan types — Team, individual or job-based: choose how you reward.
• Participants and visibility — Control who's in a plan and who sees it.