Corporate Caps

Corporate caps are the highest level in a budgeting hierarchy for incentives. They are required in order to set up incentives, and they do not cut off budgets, programs, or rules. If you archive a cap, all programs within the cap are also ineligible.

To create or manage corporate caps, navigate to CSRconnect Admin Portal, Budgeting, Corporate Cap. You must have the Can manage budgets and caps permission. See Manage Roles.

Creating corporate caps

1. Select New Cap.

2. Fill out the fields.

3. Select Save. Once the cap is active, you are ready to create your budget.