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.
What you'll have at the end
A target for one or more staff members, calculated as a multiple of their saved salary.
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1Confirm salary data is saved for each staff memberSalary data can be synced automatically via the Xero integration or entered manually through Manage Users. Confirm the figure is current before proceeding.
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2Navigate to Administration > Manage Targets
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3Select the Individual Targets tab and click Add target
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4Select the staff member(s) the target applies to
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5Choose the performance basisSelect either personal timesheet performance or matter performance, based on the staff member's role and how their work is tracked.
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6Select the target metricChoose from billable fees, invoiced fees, collected fees, or collected fees excluding credits.
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7Set "Calculated as" to Multiple of salary
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8Enter the multiplierFor example, enter 3 to set a target of three times the staff member's annual salary.
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9Set the frequency and start monthChoose monthly, quarterly, or annually. The start month determines when tracking begins.
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10Save
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.