Creating Incentive Group
To keep your similar Credit/Point Rules grouped together, from the Credits / Points Rules page click on “Manage Groups” highlighted in blue to create your different group categories. These group headings can be created before you create/add a new rule, or after and you can then edit that Rule to add that group heading to that rule.
Creating Rule/Incentive Group Headings
From the menu:
Groups > Departments > Gear button for that Department > Department Settings
- Scroll down to “Credits/Points Rules” and click on this link.
- Click on the blue “Manage Groups” link and “Add New”.
- Name your Group and Save.
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