Create Target

Target is a quantitative mission (countable data). E.g. Sales Target, Input Data.

Note

This feature is only available to manager.

Step 1 - Target Information

Properties	Description	Note
Title	The title of the mission.	Required
Description	A detailed description of the mission.	-
Start Date	The date when the mission begins.	Required
End Date	The date when the mission ends. The end date must be later than the start date.	Required
Clear	Clears all content on the current page.	-
Next	Navigates to the next page.	-

Step 2 - Rewards Information

Properties	Description	Note
Grouping Type	Section to select the target grouping type, either Individual or Team.	Required
Strategy	Section to select the target strategy, with options predefined in Company Configuration.	Required
Condition	Section to select the target condition. (e.g., Between, More than)	Required
Target and Rewards	Section to enter details about the targets and their associated rewards.	At least one
Payment By	Section to select the payment method and specify the payout month.	Required
Clear	Clears all content on the current page.	-
Back	Navigates to the previous page.	-
Next	Navigates to the next page.	-

Grouping Type

There are two types of Grouping Types:

1. Individual:

   • Selecting Individual means that the targets and rewards apply to each participant added or who joins this target mission.
   • Example: If the target is RM 10,000 and the reward is 1%, each participant will have a target of RM 10,000 and a reward of 1%.

2. Team:

   • Selecting Team means that the targets and rewards apply only to the Team Leader assigned to this target mission.
   • Example: If the target is RM 50,000 and the reward is 5%, the team leader receives the reward only when the combined target achieved by all team members exceeds RM 50,000.

Note

Team option is not available for quests.

Tips to create a Team Target Mission

To set up a team target, create two identical missions: one with the Individual setting and the other with the Team setting.

1. Add the team leader to the Team target and their team members to both the Team and Individual targets.

2. The team leader’s target will now reflect the collective achievements of the entire team and include a unique reward, while each member will have their own individual targets and rewards!

Strategy

Strategy refers to the formula that helps managers and the application determine which specific target a mission belongs to. This formula allows the application to accurately retrieve the target amount from the SQL Account. For more details, see Linking to SQL Account | Strategy.

Example Scenario

Suppose you’re managing a Sales Department and want to track Q1 sales targets:

1. For the mission "Achieve Q1 Sales Target", assign the "Invoice Based Strategy" strategy.

2. With this setup, managers can update sales progress daily in SQL Vision by using SQL Vision Sync tool, mapping it to the correct Strategy ID. Managers can then view the updated progress daily in SQL Vision.

Condition

Condition specifies the criteria for calculating target rewards.

A. Between

The "Between" condition is designed to allocate rewards based on an employee’s achievement falling within a defined range. Specifically, rewards are granted when an employee's achievement meets the following criteria:

• It is greater than the lower boundary (X amount).
• It is less than or equal to the upper boundary (Y amount).

It is essential to ensure the upper limit (Y) of one target matches the lower limit (X) of the subsequent target to ensure continuity and avoid gaps.

1. If an employee achieves RM15,000, the employee will fall in Target 1 and receive 2% reward.
2. If an employee achieves RM25,000, the employee will fall in Target 2 and receive 3% reward.

B. More Than

The "More Than" condition is used to grant rewards when an employee surpasses a specified target amount (X). The rewards are granted according to the below criteria:

• Each reward is granted only once, regardless of how far the employee's achievement exceeds the target.
• Achieving a higher target excludes rewards for lower targets, ensuring that only the highest applicable reward is granted.

1. If an employee achieves RM15,000, they will receive 2% reward because their achievement exceeds RM10,000 but does not surpass RM20,000.
2. If an employee achieves RM25,000, they will receive 3% reward because their achievement exceeds RM20,000, which excludes the reward for the lower target (2% Reward).

C. Less Than

The "Less Than" condition is designed to grant rewards when an employee achieves a result below a specified target amount (X). This condition is typically applied in scenarios where lower values are preferable, such as reducing errors or minimizing return stock. The rewards are granted according to the below criteria:

• Each reward is granted only once, based on the smallest qualifying target achieved.
• Achieving a lower target amount excludes rewards for higher targets.

1. If an employee has 2 return stock, they will receive RM3,000 & 10,000 coins because their performance is below 3, which excludes the second target reward.
2. If an employee has 4 return stock, they will receive RM1,000 & 5,000 coins bacause their performance is below 10 but above or equal 3, therfore not qualified for the reward in Target 1.

D. More Than and Equal

The "More Than and Equal" condition grants rewards when an employee’s achievement meets or exceeds a specified target amount (X). The rewards are granted according to the below criteria:

• Each reward is granted only once, corresponding to the highest applicable target achieved.
• Achieving a higher target automatically excludes rewards for lower targets.

1. If an employee achieves 5 new customers, they will receive RM1,000 & 5,000 coins because their achievement is 5 or more customers but does not meet the next threshold of 10 or more customers.
2. If an employee achieves 12 new customers, they will receive RM3,000 and 10,000 coins because their achievement is 10 or more customers, which excludes first target rewards.

E. Less Than and Equal

The "Less Than and Equal" condition is applied to reward employees who achieve results at or below a specified target amount (X). The rewards are granted according to the below criteria:

• Each reward is granted only once, based on the smallest qualifying target achieved.
• Achieving a smaller target automatically excludes rewards for higher targets.

1. If an employee has 3 return stock, they will receive RM3,000 & 10,000 coins because their performance is 3 or less, which excludes rewards for any higher targets.
2. If an employee has 4 return stock, they will receive RM1,000 & 5,000 coins because their performance is 10 or less but above 3, making them ineligible for Target 1's reward.

Target and Rewards

Properties	Description
Target	Text field to input the target amount. (Note: Only the Between condition will have two text fields.)
Rewards	Text field to enter the rewards available to the achievers of the particular target. There are 3 types of rewards:    1. Percentage (%): A percentage of the target amount awarded to the members (e.g., 2%).    2. Cash (RM): Commission or allowance provided through the SQL Account on the payout date.    3. Coins: Digital coins that can be used to redeem gifts in SQL Vision via Gift.
Add	Adds a new target along with its respective rewards.
Delete	Deletes a specific target and its associated rewards.

Payment By

Note

The payment method applies only to Cash. All coins will be paid immediately upon entitlement.

There are two types of payment methods:

1. Payment Terms:

   • The payout month, which occurs X months after the entitled month.

     E.g., If set to 3 months, the reward will be paid 3 months after the employee becomes entitled to it.

2. Settlement Month:

   • Entitled cash will be accumulated until a specific month for payout, which can be either inclusive or exclusive of that month.
   • Inclusive Setting: If January and August are set as inclusive months, rewards entitled from February to August will be paid in August, while rewards entitled from September to January will be paid in January.
   • Exclusive Setting: If January and August are set as exclusive months, rewards entitled from January to July will be paid in August, and rewards entitled from August to December will be paid in January.

Step 3 - Participants Information

Participant Role

The participant role in Team and Individual Target are different and works differently:

Admin

• Admin is authorized to manage and edit the task.
• Admin does not perform the task and therefore is not entitled to any rewards.
• By default, the creator will be added as Admin and cannot be removed by anyone. (Employee with yellow crown, as shown in image below, is the creator.)

Team Leader (Team only)

• The Team Leader is responsible for leading the mission.
• A leader is required in a team target.
• The leader does not contribute to the target directly, but is entitled to rewards based on the combined performance of the Team Members, as defined in Step 2 - Rewards Information. See Grouping Type for more details.

Team Members (Team only)

• Team Members are employees who contribute their target achievements toward the team goal.
• The combined performance of all team memebers determines whether the Team Leader qualifies for a reward.
• Rewards are given only to Team Leader if the total achievements meet the target set in Step 2 - Rewards Information. See Grouping Type for more details.

Participant

• Participant is the employee responsible for performing the mission.
• They are eligible to receive the reward.

Features

Team Target	Individual Target

Properties	Description
Apply Group	Allow you to apply group. See more in group.
Clear	Clears all content on the current page.
Make Quest	Converts your mission into a Quest. See more in quest.
Add Person Icon	Add employees as the participant type.
Delete Icon	Delete the particular employee.
Back	Navigates to the previous page.
Create	Creates the mission.

Steps to add Participants

1. Press on the Add Person Icon in the section for the participant role you want to add.
2. Select participants.
3. Press Apply to assign the selected employees to the participant role.
4. Press Cancel to discard current changes.

Side functions

Properties	Description
Search	Allows you to search for employees by their names.
Filter	Allow you to filter and sort the employee list.
Select All	Allow you to select all employees at once.