RB User Guide > Entities > Contacts & Resources

Offering incentive bonus programs

Well-planned incentive bonus programs can help you attract and retain highly talented reporters. For example, when new reporters walk in the door with attorneys already in their pockets, use the Client Of feature in RB9 to:

• Track the amount of the business being generated from those attorneys; and
• Pay an incentive bonus based on the new business generated.

Encourage (and reward) all of your resources to be a marketing force. After all, they interact with attorneys who are not your clients every single day. If any resources bring in new clients, track and pay them incentive bonuses too.

1. Entities > Firms or Entities > Contacts
2. Locate a resource’s client.
3. In the View Firm/View Contact window, scroll or jump to the Marketing pane. If no resource appears in Client Of, click Edit.
4. To specify this firm’s/contact’s resource who qualifies for bonuses, see Looking up resources.
5. Click Save.
6. Entities > Resources
7. Locate the resource. (See Searching resources.)
8. In the Edit Resource window, scroll or jump to the Pay Info pane.

   • Commission Rate (When Covering)

     For a resource with their own clients (Client Of), enter a percentage for extra commission pay. For example, you might pay an extra 5% in addition to the regular pay when the resource’s client initiates a job and the resource covers the job — or the resource covers a job that is part of a case for which they are the designated Client Of resource (see Entering general case information).

     For a sales rep (account executive), enter a percentage for sales commissions.

   • Commission Rate (When Not Covering)

     For a resource with their own clients (Client Of), enter a percentage for extra commission pay. For example, you might pay an extra 3% in addition to the regular pay when the resource’s client initiates a job, but a different resource covers the job, or when a different resource covers a job that is part of a case for which this resource is the designated Client Of resource.

     For a sales rep (account executive), enter a percentage for sales commissions.

9. Click Save.
10. To pay incentive bonuses, go to Payables > Sales Commission Report.
11. In the Commission For drop-down, select Client Of to generate a list of commissionable invoices.

References

• Client Of
• Sales Rep
• Sales Commission Report

Step-by-step instructions

• Looking up resources
• Searching resources
• Entering general case information
• Printing sales commission reports