Corporate Caps

Corporate caps are the highest level in the budgeting hierarchy for incentives. Corporate caps can be set to unlimited.

You must create a corporate cap to use incentives because it is a required field when you create a budget. Corporate caps must be active to be tied to active budgets or incentive programs. If you archive a cap, all programs within the cap are also ineligible.

To create or manage corporate caps, navigate to CSRconnect Admin Portal, Community setup, Incentives, Corporate Caps. Your role must include the Can Manage Budgets and Caps permission.

Create a Corporate Cap

1. Select New Cap.

2. Enter a Cap Name.

3. Enter an Amount or select No Limit.

4. Select Save.