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Set up a salary multiple target

How-to

Set up a salary multiple target

⏱ 10 minutes Administrator Manage Targets Manage Users Targets Setup

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

What you'll have at the end A target for one or more staff members, calculated as a multiple of their saved salary.
  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
    Select the staff member(s) the target applies to
  5. 5
    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.
  6. 6
    Select the target metric
    Choose from billable fees, invoiced fees, collected fees, or collected fees excluding credits.
  7. 7
    Set "Calculated as" to Multiple of salary
  8. 8
    Enter the multiplier
    For example, enter 3 to set a target of three times the staff member's annual salary.
  9. 9
    Set the frequency and start month
    Choose monthly, quarterly, or annually. The start month determines when tracking begins.
  10. 10
    Save
The target is saved and will begin tracking from the selected start month. For more on creating and managing targets or updating salary data, see the related articles below.