How Can I Set Per-User Quotas?

How Can I Set Per-User Quotas?


You can configure your incentive plans to use per-user quotas. This lets you re-use the same plan across many users, each user having a different attainment threshold.

To create an incentive plan with per-user quotas:
  • Edit  your incentive plan
  • Click on the "Incentives" tab (if needed)
  • Select "As Percentages of a Per-User Quota" in the top dropdown
  • Specify a custom variable name (ex: "Quota1")
  • Save you plan

To set quotas on each user:
  • Edit each user
  • Click on the "Custom" tab
  • Specify the same custom variable name (ex: "Quota1") and a value

When you run a calculation for an incentive plan, the system will use the correct custom variable value depending on the credited user.

You can also bulk-set quotas for different users without having to manually edit each user:
  • Click on "Settings > Tools"
  • Click on "Use Tool" under "Set Bulk Quotas"
  • Enter users and their quotas
    • To set a default value across all users, choose "Default"
  • Click on "Save"

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