Batch Incentive Tool
The Batch Incentive Tool helps reduce the repetitive process of applying incentives line by line, sub-account by sub-account.
The Batch Incentive Tool can be applied at either a major or minor account level. It does not work on the sub-account (details) level.
This tool allows you to quickly batch apply individual or groups of incentives to multiple accounts, further narrowed down by line type, location, and hire type.
How to Use
- Select the corresponding fields from the dropdown menus at the top of the screen.
- Choose the group or individual incentives you wish to apply.
- Press the Apply button.
⚠️ Depending on the number of lines affected by your selections, this process may take a few moments to complete.
Reset Button
The Reset button allows you to quickly return the tool to its default state, clearing all selections and inputs.