Incentivate Simplified Complex Calculations for a Leading Recruiting & Staffing Firm
A leading recruitment and staffing enterprise in India partnered with Incentivate to explore the automation of its incentive programs. With manual processes slowing down operations and increasing the risk of errors, the client sought a solution that could bring both automation and agility. The client's requirements were clear: demonstrate the ability to manage the complexity of their diverse plans, enable quick adjustments to incentives, and provide a seamless, user-friendly experience for administrators and end users alike.
Recruitment & Staffing
India
Recruitment, Staffing, Human Resources
Situation
The company strictly tied incentives to achieving a set threshold against revenue targets. Falling even slightly short meant employees received no payout at all.
The incentive model failed to reward incremental achievements to reps. Employees who consistently delivered results below the cut-off felt their efforts went unrecognized, which reduced their engagement over time.
All queries and disputes regarding performance and payouts were handled manually. This created a long trail of back-and-forth communication, making it hard to track and resolve issues.
From Our Clients
With Incentivate, we are able to manage complex plans easily, and making updates is a breeze. No other platform comes close to Incentivate's flexibility, and comprehensiveness.
Approach
The Incentivate team analyzed the client's incentive structures and raised clarifying questions to close any gaps in understanding.
Incentive calculations were first validated in Excel and then cross-checked against the system outputs to ensure accuracy.
While calculations were being verified, the client's plans were simultaneously configured within the Incentivate platform.
Role-based dashboards were designed. And once the configuration was finalized, it was replicated within Incentivate to ensure consistency and usability.
A thorough verification round was conducted before presenting the final solution to the client, ensuring accuracy and readiness for deployment.
Conclusion
Working alongside Incentivate, the organization fundamentally changed its incentive compensation approach. The automation of incentives led to significant improvements in operational efficiency, enhanced transparency, and increased motivation among the active sales team. The partnership demonstrates how innovative solutions can significantly transform and elevate organizational success.
Problem
Manual Processes: Incentive calculations were Excel-based, with multiple kickers and boosters, making it time-consuming and error-prone.
Lack of Visibility: Complex Excel reports offered little clarity, leaving the salesforce unable to interpret payouts confidently.
Ineffective Dispute Handling: Without transparent reports, disputes couldn’t be tracked or resolved, reducing overall trust in the final payout.
Solution
Automated Incentive Calculations: Incentive plans were fully configured in Incentivate, eliminating manual effort and ensuring accurate, timely payouts.
Composable Dashboards: Interactive dashboards for both admins and the workforce provided real-time visibility into performance and payouts.
Two-Click Workflows: Simplified workflows enabled quick adjustments to achievement percentages and also streamlined query resolution.
Flexible Plan Configuration: Easy-to-modify rules allowed seamless plan updates with no impact on operations.
What-If Calculator: A scenario planning feature of Incentivate that helped workforce to estimate potential earnings and align efforts with business growth.
Experience our platform
Automate your incentives program without expensive licensing and long-drawn implementations
Outcome
Calculations that took approximately 15 days to compute are now done in minutes.
Enhanced visibility and clear payout logic increased trust, motivating the sales team to perform better.
Incentive calculations are now 100% accurate, eliminating the errors common in manual processes.