How Can I Customize Release Dates?

How Can I Customize Release Dates?

This article applies if you want to customize release dates for specific payees:
  1. You want to set a custom release date for specific payees
  2. You want to display the release date on period statements (in addition to landing pages)
  3. You want to show certain payouts as unpaid (even though the calculation was released)
  4. You want to show certain payouts as pending (even though the calculation was released)

Choosing a Release Date

First, release rewards and choose a default release date:


Info
Notes
The release date does not need to be the payment date. Choose a convention and apply it consistently.
Your release date could be:
  1. The date of release
  2. The period's end date
  3. A payment date

After release, your calculation should be in step 3:


Impact of Release Dates on Incentive Dashboards - Landing Page

By default, all payees will see the same release date on their landing page:

Impact of Release Dates on Incentive Dashboards - Period Statement

By default, the release date is NOT displayed on period statements.
To display it, edit advanced options:
  1. Navigate to Settings > Advanced
  2. In "Advanced Options", add a line with "ShowReleaseDate=1"
  3. Save


The release date now shows on period statements as "Paid On":

Idea
You can customize display names in Settings > Dashboards > Terminology.
You can apply this setting globally (follow steps above), or per-plan (edit plan advanced options).

Customizing Release Dates For Specific Payees

To customize release dates for specific payees:
  1. Navigate to Calculations > All Calculations
  2. Open the relevant calculation
  3. Click on the "Rewards" tab
  4. Search for the payee
  5. Click on the relevant reward row
  6. Change the release date
  7. Save


The customized release date updates instantly on incentive dashboards.

Alert
The release date field (step 6) is only available after you release rewards on the calculation.
If you do not see this field, you forgot to release rewards on the calculation.

Marking A Reward As Unpaid On Incentive Dashboards - Landing Page

To mark a reward as unpaid for a specific payee:
  1. Navigate to Calculations > All Calculations
  2. Open the relevant calculation
  3. Click on the "Rewards" tab
  4. Search for the payee
  5. Click on the relevant reward row
  6. Edit the release date
  7. Set the release date to 2000-01-01
  8. Save


The reward will be treated as unpaid and disappear from incentive dashboard landing pages:


Marking A Reward As Unpaid On Incentive Dashboards - Period Statement

If you have configured advanced options to display release dates on period statements, it will show as unpaid: 


On the "Rewards" tab, rewards show as unpaid:


Marking A Reward As Pending On Incentive Dashboards - Landing Page

To mark a reward as pending for a specific payee:
  1. Navigate to Calculations > All Calculations
  2. Open the relevant calculation
  3. Click on the "Rewards" tab
  4. Search for the payee
  5. Click on the relevant reward row
  6. Edit the release date
  7. Set the release date to 2050-01-01
  8. Save


The reward amount appears with a future date and as pending:


Marking A Reward As Pending On Incentive Dashboards - Period Statement

If you have configured advanced options to display release dates on period statements, it will show as pending:


On the "Rewards" tab, rewards show as pending:

Exporting Release Dates

When exporting payout details from a calculation, customized release dates are always included.

   

Customized release dates are also shown on the "Rewards" tab of calculations: