How Can I Automate My Calculations?
Tired of starting new calculations every pay period? Tired of re-running calculations so your reps can see progress? We can automate the process for you.
Just make sure your plans are set to "Active" and have the right frequency (ex: monthly, quarterly, etc.). Then, choose one of the following two options.
I want calculations to start automatically, and also have them re-run daily
This option is best if you want full automation. Simply go to Settings > Advanced in the left navigation bar, and select "Auto-Start & Re-Run Calculations".
When a new period starts (ex: a new month starts), we will automatically start new calculations for all active plans. We will re-run these calculations daily until you release rewards. For example, if you have a monthly plan, we will start a new calculation every 1st of the month - with a daily re-run until you release rewards. Learn more by clicking here.
I prefer to start calculations manually, but want them to re-run daily
This option is best if you prefer to start calculations yourself, and only want to automate daily re-runs. Simply start your calculation and then go to its "Automation" tab.
You can enable daily re-runs for each specific calculation. The system will re-run this specific calculation daily until you release rewards. Learn more by clicking here.
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Full vs. Partial Automation
If full automation is enabled, the "Automation" tab in each calculation will disappear because the system is managing calculation starts and re-runs for you.
Here are some differences:
- With full auto mode, you don't need to manually edit each calculation's automation tab, and toggle re-calculation. This is done for you.
- With full auto mode, when you enter a new period, a new calculation starts for you. With partial auto mode, you have to start a new calculation yourself when you enter a new period.
- With full auto mode, we will re-run calculations daily up to 7 days after the period end. With partial auto mode, we will do so daily up to 1 month after the period end. Note that in both modes, releasing rewards stops the daily re-calculation.
- With full auto mode, you cannot choose which plans should have a daily re-calculation. All active plans have a daily re-calculation enabled. With partial auto mode, you can choose which calculations should re-run daily and which should not.
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