The Incentives table is where you can view and manage all incentives tied to your Referrals campaigns.
Having issues? If you are having issues seeing information in the Incentives table, contact your Fountain Customer Success contact to see if they need to adjust the configurations in your Worker Experience account. You must have Fountain's Hire WX Connector configured for the Incentives page to work correctly.
Incentive Information Tiles
At the top of the Incentives page, there are tiles with incentive information.
Learn more in the table below:
Tile | Description |
Bonus Pending | Shows the total amount that will potentially be paid out. This is based on the number of referred employees that have been hired but have not yet completed the payout condition requirements such as 30 or 60 days past their start date. |
Bonus Owed | Shows the total amount that is owed to your employees who referred employees who were successfully hired. This is based on the number of referred employees that have completed the payout condition requirements. These employees who referred these new hires are still owed their financial incentive. |
Bonus Paid | Shows the total amount of incentives paid out. This is based on the number of existing employees that have successfully referred a new hire, and have had a user mark their bonus as “Paid”. |
Ineligible | Shows the total amount of incentives that are ineligible to be paid out. An employee whose referral met payout conditions, but who was no longer active or manually marked “ineligible” due to performance issues, will have a bonus status of “ineligible”. |
Churned | Shows the total amount of incentives that are ineligible to be paid out due to churn. This is based on the number of referred employees who were terminated before they met their payout condition. Referred workers who become inactive after the payout condition is met will not be marked as Churned. |
To find a specific referred employee or employee that is related to the referral in the table, use the Search in the top right corner.
Tip!
If you are having issues searching, check if you have an information tile selected. If you have a tile selected, you are only searching within that tile. Try unselecting the tile to search through your full pipeline.
Incentive Table Columns
Below the Incentive information tiles, you’ll see a list of referred employees based on which title you’ve selected. If you do not select a tile, you will see all referred employees. You’ll see the referred employee’s name, the worker’s location, their email, who they were referred by, the employee who referred them’s location, the payout condition criteria, and the date the payout condition was met if applicable.
To edit the columns, click the Columns button towards the right. You can add or remove columns by checking or unchecking boxes and then clicking Apply. Reset your columns by clicking the Reset button.
Understanding Automatic Status Updates
Many of the statuses that you see on this table are automatically triggered based on values saved in your employees’ Worker Profiles. These values include employee hire, start, and termination dates. Review the table below to learn more:
Value | How It's Used |
Hire Date | Used to calculate when the payout condition for days after hire is triggered. This value is automatically saved when the referred applicant moves into the Approved stage in Fountain Hire. If your account is not set up to automatically transfer applicants from Hire to Worker Experience, then the hire ). |
Start Date | Used to calculate when the payout condition for days after start is triggered. |
Shifts Completed | Use to calculate when the payout condition for number of shifts completed is triggered (or other unit if work if “shifts” is relabeled in Worker Attributes). |
Termination Date | Used for triggering a status update to either Ineligible or Churned, depending on whether the referred worker or referring worker is terminated. |
If there was a change with any of the payout condition-related attributes, you can manually update a worker’s attributes by following the steps below:
Click on the employee’s name to be brought to their Worker Profile.
Click Actions and then Edit in the dropdown.
Scroll down to the relevant fields - e.g. Hire Date, Start Date, Termination Date, and Shifts Completed fields. Make applicable changes.
Click Save. The automatic update should occur on the Incentives table.
Additionally, it is important to understand how automatic status updates will occur when certain actions take place. Review the table below to learn more:
Status | Automatic Update Criteria | Example |
Bonus Owed | If the campaign’s payout condition is met, then the employee who made the referral will have a status that updates from Pending to Owed. | A campaign is created with a payout condition of 30 days after Hire Date. A referred worker is hired on October 1st - their Hire Date. This date is automatically saved in their Worker Profile. On October 31st, the incentive status will automatically update to Bonus Owed. |
Ineligible |
| An employee named John refers Maggie to an Opening connected to a campaign that has a payout condition of 30 days after Hire Date. Maggie is hired and her Worker Profile automatically saves her Hire Date as August 1st. John leaves the company on August 15. John’s status is automatically updated from Active to Terminated. The referral record’s status is updated to Ineligible. |
Churned |
| An employee Sarah refers Paul to an Opening connected to a campaign that has a payout condition of 20 days after Start Date. Paul is hired and starts on May 1st. His Start Date is automatically saved in his Worker Profile. Paul leaves the company and his status is updated via API to Terminated on May 12th. The referral record’s status is updated to Churned. |
Manually Updating Incentive Records
To manually update multiple incentive records, check the boxes to the left of the referred employees’ names and then click either Mark as paid, Mark churned, or Mark ineligible in the menu that appears at the bottom of the table.
Filter By Time
Outside of clicking on the information tiles at the top, you can also use the All time filter button in the top right to employees from a specific time period. Choose from quick options like last 7 days or this week or you can choose a specific time period by clicking on dates on the calendar or typing in the ‘From’ and ‘To’ fields. Click Apply when finished selecting your filter criteria to see the results.
Exporting
To export a CSV of all of your full list of referred employees, simply click the Export button in the top right corner. The download will be available in your web browser.
Recurring Reports
To help your Payroll teams manage bonus payouts without being Fountain users you can set up recurring reports to share before payroll that can deliver the bonuses owed directly to your Payroll team’s inbox!
To create a new recurring report, follow the steps below:
Click Referrals in the left sidebar and then Incentives.
At the top of the Incentives table, click Recurring Reports and then Create a report.
Type a report name.
Choose what to include in the report. You can choose to include owed, pending, paid, ineligible, and/or churned workers.
For example, you might choose to only include Bonus Owed in the report to focus Payroll on workers who need their payroll updated.
Choose which locations are included in the report. This is optional.
Choose which positions are included in the report. This is also optional.
Directly type in the email of the users you want to receive the email.
If a Payroll team member is a Fountain Referrals user, they can bulk update all “Bonus Owed” records in a given report as “Bonus Paid” directly from their email by clicking the Update Bonuses Owed to Paid button as seen below.
Decide the occurrence. The report can be sent daily, weekly, or monthly.
Click Create scheduled report.
To manage previously created reports, click Recurring Reports and then Manage reports.
Related Articles
⬅️ Previous article: Viewing Your Referrals Pipeline
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