Steps to setup coworker goals:

  • Go to Help Desk> Coworker Goals

  • To add a new coworker goal, click New 
  • Choose agent name, 'reports to', fiscal year, currency, commission account, revenue account, commission type, commission rate type, commission rate, incentive type, incentive rate type, incentive rate

  • Input utilization % target annually, monthly, weekly; input annual hurdle (FN), annual budget (fn)

  • Tick if active user (this will indicate if the coworker is required to login their time)

  • Tick if can view other coworker's time entries (This is for admin view. To be able to review the other time entries of the coworkers)

  •  Input detailed budget per period and utilization % per period

  • Type detailed annual goal in 'Annual goal' tab

  • Upload attachments (If there are other coworker goals attachments)

  • See audit logs

  • Export detailed coworker goals per period of a coworker

  • Should be able to bulk upload coworker goals through a csv template

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