One member of an incentive plan in the Rewards app: a person (Resource), a partner account, a branch or a customer contact. Resource, Partner and Branch plans enrol their members automatically through the Enrol incentive plan members job when the plan is created or its member filters change; Customer plans are filled by hand with New on the plan's Incentive Resource list. Enrolment only adds members and never adds the same record twice, but a hand-added duplicate is not refused. Scoring matches the member to performance only through the field that fits the plan's Member Type. Each member has its own quotas (Incentive Resource Target), KPI data and one compensation line per period. Adding or removing a member regenerates the plan's generated quotas for open periods.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | The branch, for a plan whose Member Type is Branch, where it is the field matched against performance. On Resource members enrolment copies the resource's default branch, for information only. |
ContactId | Contact | Lookup → Contact | | The customer contact, for a plan whose Member Type is Customer. Never filled by enrolment. Targets with a KPI configuration match it through the contact's account; other targets never match a Customer member. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
IncentivePlanId | Incentive Plan | Lookup → IncentivePlan | | The plan the member belongs to. Set automatically when the member is added from the plan's Incentive Resource list or by enrolment. Once a plan has members, its Member Type, Member Resource Type, Period Type and scope fields are locked. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The member number, generated on save from the Incentive Resource numbering (series INRE, the date as day, month and year, and a nine-digit counter). It replaces any name set by enrolment or typed on the form, and it is used to name the member's compensation lines. Quotas get their own numbers from the Incentive Resource Target numbering. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The partner account, for a plan whose Member Type is Partner, where it is the field matched against performance. On Resource members enrolment copies the resource's default partner account, and on Branch members the branch's partner account; there it is for information only. The lookup is not filtered to partner accounts. |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Resource | Lookup → Resource | | The person, for a plan whose Member Type is Resource. It is the only field such a plan matches against performance; a member of a Resource plan without it scores nothing. Filled by enrolment. |
ResourceName | Resource Name | Text | | Not stored. The box on the new-member form accepts text, but the value is dropped on save; identify the member by Resource, Partner Account, Branch or Contact instead. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
New | New | New | New |
