Setup
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
- How to set up JOOPY to enable required roles to define e-mail notification after report execution?
- How to define to who the report's execution e-mail notification will be sent?
- How to set up JOOPY to send e-mail notification after data loading?
- HOW to set up JOOPY to send e-mail notification after period creation?
Setup - Introduction
Welcome to Joopy
- Welcome to Joopy - Overview
- Getting Started
- Changing the Password
- Requesting Support
- What’s in the Home Page
- At a Glance, Current Operational Status Display
Setting Up the Organization
Setting up Representatives
- Invisible period by roles
- Representatives - Setup Overview
- Displaying the Organization Module
- Setting the Organization Hierarchy
- Adding a New Representative to the Organization
- Viewing Representatives Attributes
Viewing Organization Incentives
Viewing the Organization Performance
- Organization's Transactions report
- Organization Performance - Overview
- Viewing a Department Performance – Overview
- Viewing a Department Performance – Details
- Viewing a Single Representative Performance – Overview
- Viewing a Single Representative Performance – Details
Displaying the Organization Targets
Facilitating the Manager Data Entry
Setting Data Elements
- Lock State Mode
- Transaction Manipulation Approval Process
- Data Elements - Setup Overview
- Managing data sources' categories
- Types of Data Elements
- What’s in a Data Elements Page
Setting Up a Commission Model
- Attach Files to a Plan
- How to define a Intermediate Result by a Formula
- Assignments Employee per Group
- Group Attributes
- Commission Model - Overview
- Commission Modeling - Introduction
Using Setup Tools
- Color Indications Definition - Informative lines, Widget & Angular gauge
- Setup Tools - Introduction
- Displaying the Tools Module
- Setting a New Period for the Commission Plans
- Further Details for Setting a New Period
- Editing an Existing Period