Overview

Teams are the centerpiece of Incentives Management as the bonus schemes are defined at a team level for each cycle.

A Team is defined as a group of Reps that focus on the same products and have the same objectives (KPIs) and the same bonus scheme. Within the same team even though the Reps have the same KPIs they may have different performance targets (i.e. sales targets). Teams also include the Managers and the Rep-Manager reporting structure.

Typically, teams have national coverage, but this is not a must. If Reps from different regions have slightly different objectives (products, KPIs, or product/KPI weights) they should be part of different teams.

To manage the teams we must:

1. Click on the ‘Setup’ button on the navigation bar;
2. Click on the ‘Teams’ tab from the list of tabs.

                                                              Accesing Teams

View the list of teams

To access the list of teams we must:

• Click on the ‘Setup’ button on the navigation bar;
• Click on the ‘Teams’ tab from the list of tabs.

The team table is split up into the following columns:

• Name

• Business Unit

                                                                                              Teams table

Filter the list of teams

To narrow down the list of teams, use the filters section to find specific entries.

                                                                                     Filtering the list of teams