Set up a salary multiple target

Steps to confirm salary data is in place and configure a target calculated as a multiple of salary for one or more staff members.

1. 1
   Confirm salary data is saved for each staff member

   Salary data can be synced automatically via the Xero integration or entered manually through Manage Users. Confirm the figure is current before proceeding.
2. 2
   Navigate to Administration > Manage Targets
3. 3
   Select the Individual Targets tab and click Add target
4. 4
   Name the target

   Target name is the first field on the form and is optional. Leave it blank and the target is named automatically from its rule. Enter a name to show something plainer to the people reading it, or to mark a target as reporting-only.
5. 5
   Select the staff member(s) the target applies to
6. 6
   Choose the performance basis

   Select either personal timesheet performance or matter performance, based on the staff member's role and how their work is tracked.
7. 7
   Select the target metric

   Choose from billable fees, invoiced fees, collected fees, or collected fees excluding credits.
8. 8
   Set "Calculated as" to Multiple of salary
9. 9
   Enter the multiplier

   For example, enter 3 to set a target of three times the staff member's annual salary.
10. 10
    Set the frequency and start month

    Choose monthly, quarterly, or annually. The start month determines when tracking begins.
11. 11
    Open Advanced to scope and adjust the target

    Specialisations — leave empty to include every matter type, or select one or more so that only figures from matters under those specialisations count toward the target. Target daily hours (stretch target) — an optional higher daily figure to aim at. Public Holidays and Leave — choose Reduce to lower the target value in the periods affected, or Spread to distribute the value across the remaining workdays.
12. 12
    Save