How to edit vimiTeam 2.0 settings?

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How to edit vimiTeam 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 vimiGoal 2.0 Settings.

Step 2: Click on the 3 dotted icon 🡪 Select Edit.

Step 3: Dashboard 🡪 Monitor the performances of the employees (vimiTeam Performances) 🡪 Click vimiGoal.

Step 4: Find the vimiGoal that you want to edit 🡪 Click Edit.

Step 5: Edit and make changes on the details (VIMIGOAL, DESCRIPTION, POINTS & SCORING) of vimiGoal.

Step 6: Edit the REWARDS & COMPLETION RATE REQUIRED (%) if needed.

Step 7: Click on Save button on the bottom of the page.

Step 8: 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 9: Edit Current & Future 🡪 A message stated ‘vimiGoal is updating now for current & future’ will appear.

Step 10: Click on Approve vimiGoal to approve the goal of employees for the specific vimiTeam.

Step 11: Tick on the box of the COMPLETE column 🡪 Mark Approve to approve the goal of the employee.

Step 12: vimiSales 🡪 Click on Edit button.

Step 13: Edit the details [No. of Mission(s) Enabled, LABEL, TARGET (MYR), REWARD (%)]

Step 14: Click Save that below the Employees Assigned.

Step 15: vimiSales 🡪 Update vimiSales.

Step 16: Update vimiSales page 🡪 Click on the box on the row of the employee that you want to update 🡪 Type out the amount of sales on the Update Sales Column.

Step 17: Update vimiSales page 🡪 Click on the Update Sales button that located on the bottom left of the page. 🡪 Attach the file (Optional) and click Confirm.

Step 18: vimiTeam Settings 🡪 Edit the vimiTeam Title if needed.

Step 19: Employees Assigned 🡪 You can select or deselect the employee that you want to add or remove from the vimiTeam.

Step 20: Edit the Sales Team Allowance and Support Team Allowance if needed. 

Step 21: Edit the PERCENTAGE (%) of Rewards Allocation (Sales) & Rewards Allocation (Support) if needed. Click Save located on the bottom of the page.

Step 22: 3 types of edit buttons will appear: Edit Current, Edit Future, Edit Current & Future. 

Step 23: Click Edit Current & Future 🡪 Lastly, a message stated ‘vimiTeam is updating now for current and future period’ will appear on the upper right side of the page.