How to edit vimiSales 2.0 settings?

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How to edit vimiSales 2.0 settings.pdf

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Guideline:

Step 1: Head over to All Features Tab at the top of the website 🡪 Under Rewards list, click on vimiSales 2.0 Settings.

Step 2: Under vimiSales 2.0 Settings, find the vimiSales that you want to edit 🡪 Click Edit.

Step 3: Few of the details (Formula, Period, Start Date, End Date, Target Type, Reward Type & Method Type) are not allowed to be changed. Only Repetition and Require Approval are editable.

Step 4: Edit the details [No. of Mission(s) Enabled, LABEL, TARGET (MYR), REWARD (%)]

Step 5: Employees Assigned 🡪 You can simply select or deselect employees by clicking their name/images to assign vimiSales for them.

Step 6: Click Save button that below the Employees Assigned.

Step 7: Save 🡪 3 types of edit buttons will appear: Edit Current, Edit Future, Edit Current & Future.

• Edit Current: Allow you to make and save all the changes for the current month you are editing at. 

• Edit Future: Allow you to remain everything for the current month and start to make changes for the future month. (Eg: You are editing November, your changes will only start from December) 

• Edit Current & Future: Everything will directly change from the current month until the future.

Step 8: Edit Current & Future 🡪 Lastly, a message stated ‘vimiSales is updating now for current & future’ will appear.