Create New Award Plan

Follow these steps to create a new award plan.

To create a new award plan:

  1. Click the Create a new award plan icon under the Actions column.
  2. Complete the fields on the form.
    Field Description
    Available Awards Select an award from the drop-down list.
    Status Select a status from the drop-down list that the candidate must reach for the referrer to receive that award.
    Scope Select a scope from the drop-down list. The scope identifies who is eligible to earn awards. Select one of the following options:
    • Any: This option allows both Internal and External job seekers to earn that award.
    • Internal: This option allows only employees to earn that award.
    • External: This option allows only non-employees to earn that award.
  3. Click Add Award. The award is added to the Current Award Plan table at the bottom of the screen.
  4. Multiple awards can be added.

    For example, an employee will earn an award if his referral reaches the “Interview” status and then another award if the referral is “Hired”. Repeat steps 2–3 to add more awards to the plan.

  5. The Current Award Plan table displays all the awards in the plan and provides the option to have an award disbursed in installments.
  6. Click the Installments icon to set up the disbursements for the award.
  7. Complete the fields on the form.
    Field Description
    Pay after Start Date Select this option if the disbursement will occur after the new hire’s start date.
    Days between Payments Enter the number of days between disbursements.
    Number of Installments Enter the number of installments for the award..
  8. Click Set Installments.
  9. Additional fields display, depending on the number of installments and interval between payments that you entered. Enter values to be disbursed in the additional fields.
    Note:

    The total of the values that you enter in these fields should equal the value of the award. Otherwise, an error message displays.

  10. Click Save Installments. The disbursement details display in the Installments column of the Current Award Plan table.
  11. You can click the D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\Delete this course.gif icon under the Actions column to remove an award from the plan.
  12. When you are done entering the details of the Award Plan, click Save Award Plan.

    After saving the award plan, you will be routed back to the Requisition Referral Award Plans screen. The icon to Approve the requisition will now show as green. Approving the requisition will show the Award(s) to the job seeker when searching for jobs.

    Once a job has been sent to the Referral system and the award plan approved, a flag will appear in the ER column on the Manage Requisitions screen.