Required User Privileges: Company Admin / User Admin

If your organization uses the point module, you will gain access to setting users' employment percentage. By taking this into account, SalesScreen can award points more fairly between full-time and part-time employees.

Let us take the example of Product A, set to award by default 100 points.

User A works 100% while User B works 80%.
If both users are reporting on Product A, points will be awarded will follow the formula below:

Awarded Points = Standard Points / Employment's percentage

In our example this will result in:  

  • User A: 100 / (100%) = 100 points
  • User B: 100 / (80%) = 125 points

The first step is to click on Manage at the bottom left corner of SalesScreen.

A menu will pop up, where you can proceed to click on Users under the Company headline:

You will then reach the Users Management page. In the list, identify your user and click on the Name:

Once in the Edit user pop-up window, set a new value in the Employment Percentage field:

When you have entered a new value, an option will appear allowing you to update points awarded in the past to account for the new Employment Percentage.
If you want to do that you must: 

  • Check the Update Points checkbox
  • Select the From and To date between which you'd like to recalculate the points

Lastly, click the Save Changes button:

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