Referrals Incentive Groups

Introduction

In Evolve Recruitment Marketing (RM), Incentive Groups allow you to define standard incentives for sets of jobs. You can assign job lists to each group, and any job included in the list will inherit the incentive group’s values, such as amount, currency, and description.

Audience 

Company Administrators 

How Do Incentive Groups Work

• When a job list is assigned to an incentive group, all jobs within that list inherit the group's incentive values (amount, currency, description). This process may take a few minutes due to queuing and delays.
• If an incentive group's amount, currency, or description is changed, all jobs on the job list assigned to the incentive group will be updated. This process may take a few minutes due to queuing and delays.
• If a job has the specific standard fields, incentive amount, currency, and description set (via API or manually via edit job), the incentive group values will not be used. Only those standard field values will be shown.
• The values of the Referral Incentive Group are recorded with the referral when a referral is made on a job (or the specific standard field values for incentive amount, currency, or description if set on the job).
• The value recorded on the referral remains unchanged, even if the referral incentive group or job-specific standard field incentive values are later updated.

Best Practices for Incentive Groups

• Define a set of dedicated incentive group job lists.
• The selection criteria for the job list should ensure that each job is unique and appears only once in the list. For example, if you're using Country and Job Family as criteria, make sure each job list rule consistently applies both filters to prevent a job from appearing in more than one list.
  • If a job ends up on more than one job list with incentive groups assigned, the oldest referral incentive group (based on the created date) will be used.
  • NOTE: This is not recommended; please ensure careful design of Job Lists.

Incentive Groups List

Navigate to your user menu, then click Applications.

Select Referrals, then click Incentive Groups.

The Incentive Groups list will show all groups that have been created. For each incentive group, the following are available:

• Incentive Name – This is the name of the incentive group.
• Incentive – This includes currency, amount, and description associated with that group.
• Job List(s) - If job lists are assigned to the Referral Incentive Group, they will be displayed.
• Last Modified – The date and time when the group was last modified.
• Actions:
  • Edit.
  • Delete.
• Search – You can search by matching the incentive name, currency, and/or description of the incentive.

Create Incentive Group

On the Manage Referral Incentive Groups page, click + Create Incentive Group.

On the New Referral Incentive Group page, you can do the following:

• Name - Required – The name must be unique.
• Amount - Optional - Must be a positive number.
• Currency - Optional – This is required if an amount is specified.
• Description - Optional – The text associated with the incentive group (i.e., Amazon Gift Card).
• NOTE: Job lists are assigned after they are created.

Edit Incentive Group

You can edit an existing incentive group from the Manage Referral Incentive Groups page. Click Edit next to the incentive group.

You can edit the following:

• Name - It must be unique and required.
• Amount - Optional - Must be a positive number.
• Currency - Optional; required if an amount is specified.
• Description - Optional - Text associated with the incentive group (i.e., Amazon Gift Card).
• Job Lists - You can see the assigned job lists for the incentive group. You cannot modify (add or remove) job lists on this page. It is done in Manage Job Lists (Legacy).

Delete Incentive Group

You can delete an incentive group if it is not in use with job lists. On the Manage Referral Incentive Groups page, click Delete next to the incentive group.

Click Ok to confirm you want to delete the incentive group.

The group will be removed from the Manage Referral Incentive Groups list.

Assigning Incentive Group

To assign job list(s) to an incentive group, select Jobs, then click Manage Job Lists (Legacy).

Click Incentive beside a Job list to choose which Incentive Group to assign.

Select an incentive group from the drop-down.

Click Update.

View Incentive Group on a Job

Once a job on a job list assigned to an incentive group is updated, the information is available when viewing the job Details tab. There is a new section called Referral Incentive Group Values.

This shows:

• Name - The name of the incentive group.
• Amount - The amount in the incentive group.
• Currency - The currency of the incentive group.
• Description - The description of the incentive group.

NOTE: If the job has specific Incentive Values on the job (i.e., edit the job and set the referral amount, currency, or description), the Referral Incentive Group Values will not be shown, and instead, the standard field values for incentives will be displayed.