The Setup phase in Joopy consists of the procedures necessary to make it ready for use. Because the process varies for each incentives plan, in accordance with the client policy, specialized procedures are required during the deployment process.This documentation provides the step-by-step guide to perform all necessary tasks.

Salary File

Data Loading

Email notifications set-up

Welcome to Joopy

Setting up Representatives

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Viewing Organization Incentives

Viewing the Organization Performance

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Displaying the Organization Targets

Facilitating the Manager Data Entry

Setting Data Elements

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Setting Up a Commission Model

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Using Setup Tools