In this section we will see how to configure incentives.

For the calculation of incentives it is used the Activity Ratio and a Consumption Type of incentive type.

Step 1: Activity configuration

It is necessary to configure the system to correctly calculate the activity ratio of every person. Activity ratio can be configured in:

  • Status configuration: sets up an activity percentage for every status. This value is used as a template for the activity than can be configured in PSR relations, in the relation of a process and a status.
  • PSR relations configuration in Statuses: allows to configure an activity percentage for every status when it is happening in a process.
  • PSR relations configuration in Results: allows to configure an activity percentage for every status, when it is happening in a process which is producing a specific result.
  • Resources configuration: allows to configure the target of activity ratio for every human resource (personnel).

To configure any the previous:

    1. Click on the configuration button from the main window of the Win32 Terminal.
    2. Select the desired option from the above in the drop down list CLICK TO CONFIGURE.

Check if you have correctly configured the Activity Ratio by obtaining an Activity Report of the personnel, checking if the obtained activities adjust to your needs.

Step 2: Create a Consumption Type as incentive

In this step you will create a Consumption Type, marked as an incentive.

    1. Click on the configuration button from the main window of the Win32 Terminal.
    2. Select the option Consumption Types in the drop down list CLICK TO CONFIGURE.

Step 3: Assign to persons the Consumption Type of type incentive

In this step you will assign the Consumption Type, created in the previous step and marked as incentive, to all the human resources (persons) which you need to calculate incentives.

    1. Click on the configuration button from the main window of the Win32 Terminal.
    2. Select the option Resources in the drop down list CLICK TO CONFIGURE.

From this window, assign an incentive to every person through the theoretical consumptions button, where you will go to another window where you will find the consumption type incentive that you created in the previous step, and you will be able to assign to the selected resource (person) an incentive by temporary rate.

Step 4: Check the incentives in the Activity Report

In this step we will check the calculations of activity ratios and incentives and how they are shown.

To do this, launch the Activity Report for different areas, processes and persons and check if everything is as desired.