Configuring the Reset Options Tab

Use the Reset Options tab to determine when the bonus plan starts over. The reset options that appear depend on the bonus plan type selected on the General tab. If your company queues rewards, you can optionally reset the rewards a member has in the queue. Refer to Loyalty Configuration for more information on configuring queued rewards.

Reset Options

Select one of the following reset options:

Reset plan when member receives reward. Reset plan only ___ time(s)

— Indicates the bonus plan resets when the member receives the reward. If the plan has multiple tiers, the plan resets when the member achieves the last level reward. Type the number of times the bonus plan resets in the text box.

Reset plan every year on___ ___

— Indicates the bonus plan resets on a specific date every year. For example, if a bonus plan revolves around the college football season, select a date in January to reset the plan. This resets the plan for all members.

Reset plan every ___ days after member sign-up date

— Indicates the bonus plan resets every x number of days after the member signs up for Loyalty. Loyalty determines the sign-up date for the member using the date the first time the member used or activated the card.

Reset plan every ___ days after plan start date

— Indicates the bonus plan resets every x number of days after the bonus plan start date. Loyalty uses the start date defined on the General tab.

Reset plan every ___

— Indicates the bonus plan resets at the start of the selected period. Choose one of the following:

•

Month

•	Company Week

•

Day

•	Fiscal Period

•	Pay Period

•

Week

•

Visit

•

Year

Never reset plan

— Indicates the bonus plan never resets. After the member receives the bonus plan reward, they continue to accrue credit for the plan; however, the member does not receive another reward.

Reset queued rewards

— Indicates all queued rewards for the member are reset when the conditions for the bonus plan are met. ‘Reset queued rewards’ applies only if you are queuing your rewards. Refer to Loyalty Configuration for more information on configuring queued rewards.

Reset merit after ___ days of non-usage

— Indicates the merit associated with the bonus plan resets to zero after the specified number of days of not assigning the card to a check. For example, the merit resets to zero after 30 days of non-usage, the cardholder must use the merit within that 30 day window or the plan resets.

Reset merit when merit ___ ___ and ___ days of non-usage

— Indicates the merit resets when the conditions defined in the drop-down list are met. You select the qualifier for resetting the reward, such as Equal to, Greater Than, Greater Than or Equal To, and more, and type the range of days of non-usage to reset the merit. When you assign the card to a check, the system checks at this time to see when the card was last used. If you manually adjust the bonus plan credit on a card, the system resets the days of non-usage.

Reset Options for Be My Guest-Based Bonus Plans

The following options enable you to determine when a Be My Guest-based plan resets. Selecting Limit total discount amounts on the Reward Settings tab enables the ‘Member can use card until total discount amount is reached’ option.

Member can only use card once

— Indicates the cardholder can use the card to receive the Be My Guest-based reward one time only.

Member can use card until total discount amount is reached

— Indicates the cardholder can continue using the card until they receive the amount defined in Limit total discount amounts on the Reward Settings tab as a reward.

Members can no longer receive rewards __ days after card is activated with this Bonus Plan

— Indicates the card expires after the number of days entered in the text box. For example, you want to expire cards 60 days after you activate each individual card. This expiration date applies to when you activate the actual card and not the series. For example, card 10000000000001 is activated on March 1; therefore, it expires in 60 days on April 29th. If card 10000000000002 gets activated on April 1, this card would expire 60 days later on May 30.

Reset Options for Employee Comp-Based Bonus Plans

The following options enable you to configure when your Employee Comp-based bonus plans reset. Selecting Limit total discount amounts on the Reward Settings tab enables ‘Employee can use card until total discount amount is reached.’ For example, you can create an Employee Comp-based plan that allows the employee to receive up to $50.00 each month in discounts. When the employee reaches the $50.00 limit during the month, the discount is no longer available. Each month, the plan resets to zero and the employee can begin receiving discounts again.

Employee can use card anytime

— Indicates the employee receives the discount every time the employee uses their card.

Employee can use card until total discount amount is reached

— Indicates the employee can continue to receive the discount until they reach the amount defined in Limit total discount amounts on the Reward Settings tab.

When you select ‘Employee can use card until total discount amount is reached,’ you can configure when the amount resets.

Reset total discount amount every

— Indicates the amount resets per the defined interval. Depending on the interval you select, you may need to define additional generated options. Options, such as Company Week, Fiscal Periods, and Pay Periods are defined in Company Setup; these options generate an additional button that you can click to view or edit the changes in Company Setup.

Month

— Resets the Employee Comp-based bonus plan on the first of each calendar month.

Company Week

— Resets the Employee Comp-based plan on the first day of the company week defined in Company Setup. Click Company Week Setup to view or edit your company week calendar in Company Setup.

Day

— Resets the Employee Comp-based plan at the beginning of each day.

Fiscal Period

— Resets the Employee Comp-based plan at the start of each fiscal period defined in Company Setup. Click Fiscal Period Setup to view or edit the fiscal periods for your company.

Pay Period

— Resets the Employee Comp-based plan at the start of each pay period defined in Company Setup. Click Pay Period Setup to view or edit your pay periods in Company Setup.

Visit

— Resets the Employee Comp-based plan after each visit.

Week

— Resets the Employee Comp-based plan on Sunday of each calendar week.

Year

— Resets the Employee Comp-based plan on January 1 of each year.

Rollover remaining discount amount to next interval

— Indicates any leftover amount not used carries over to the next discount interval. ‘Rollover remaining discount amount to next interval’ becomes enabled when you select a qualifying interval in the ‘Reset total discount amount every’ check box.