Employee Caps

An employee cap is a matching fund limit provided to each employee eligible within an incentive program. Employee caps are available in multiple currencies.

You must have an employee cap to set up an incentive program. You can archive an employee cap only after you remove it from active incentive programs.

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

Tip: You can select Name, Created, or Updated to sort your employee cap list.

Employee Cap Limits

If a currency does not have a cap limit set, it will be unlimited. The cap limit will be the amount included in the associated budget. Employees can then choose to apply these funds to an incentive.

If you have separate cap limits for different employee types, create a separate employee cap for each employee type (for example, active employees, retirees, and contract employees).

Note: You can only select Unlimited across all currencies if you have an active, unlimited corporate cap.

Program Assignments

When you create or edit incentive programs, you can use an employee cap to combine incentives under one cap. To associate an incentive program with an employee cap, navigate to CSRconnect Admin Portal, Incentives, Programs, Edit, Budget and Cap Limit. Employee Cap on the incentive program page includes the caps listed on the Employee caps page.

We recommend that you review caps at the end of the year and create new caps for the upcoming year; don't reuse caps. When a cap attached to a program reaches its limit, the funds are no longer available.

Create an Employee Cap

  1. Select New Cap.

  2. Enter a Name.

  3. Enter a Description.

  4. You can select Unlimited across all currencies to set all currencies to unlimited.

  5. For each currency, select Set cap limit to set a cap for that currency. Select Set currency caps to see more of your supported currencies.

    Note: If you do not select a cap for a currency, it is set to unlimited.

  6. You can select Convert across all currencies to set one cap limit and apply an equivalent cap to all currencies.

  7. Select Save.