Add a streak bonus
Updated
Pay a bonus when a person hits a target several periods in a row.
2 minutes · Owner
1
Open the plan, press Edit Plan, then Edit this plan.
2
Press Add Rule and choose Streak Bonus.
3
Pick the product lines that count, and type the target and the amount.
4
Set Streak Frequency: Monthly, Weekly, Bi-weekly or Daily.
5
Set Consecutive Periods Required, two or more.
6
Choose If a Period is Missed.
7
Press Done.
A streak rewards consistency: it pays when the target is hit for several periods in a row.
- If a Period is Missed is Reset to 0, where the streak breaks and starts over, or Keep progress, where a miss pauses the streak without clearing it.
- The bonus pays in the month the run reaches the required count.
- It pays once in a month, and a run that carries on pays again in each later month that extends it.
- Periods before the rule took effect do not count.
Say the rule is 20 policies for 3 months in a row and $300: the third month in a row that reaches 20 pays $300.
For when to use one, see What is a streak bonus?