Creating an Employee Comp-Based Bonus Plan

An Employee Comp-based plan enables you to create an employee comp program for your employees or managers. For example, you can create a bonus plan that issues an employee comp for a percentage off or dollar off each time the employee uses the card to dine in the restaurant. An employee comp card works well in situations where you have several restaurants located in an area and your employees may be dining in locations where they do not work.

Scenario Description

Your company owns a chain of restaurants and operates a central office for your IT and accounting staff. As a perk to your employees, you issue each employee an employee comp card. This enables an employee to visit any location and get their employee discount, 50% off a single item. There is a $50.00 per month limit, and you are limiting the discount to entrees to prevent abuse. Each month the limit reset; if they do not use the full $50.00 every month, it does not roll over to the next month.

Bonus Plan Details

Using this scenario, the following details help outline how to create the bonus plan:

•	The plan is an Employee Comp-based bonus plan.

•	The discount happens in real-time.

•	The employee receives 50% off a single entree.

•	The employee can receive up to $50.00 a month.

•	The plan resets every month.

Configuring an Employee Comp-based bonus plan:

1.	Select Aloha Loyalty > Bonus Plan Setup.

2.	Click Add.

3.	Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher.

4.	Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests.

5.	Select Employee Comp in the ‘Bonus Plan Type’ drop-down list.

6.	Select either All Items or Select Category. ‘Select Category’ enables you to use specific items in categories on your bonus plan. In this example, select All Items.

7.	Enter a start date and an optional ending date.

8.	Click Save and Continue.

Adding the 50% off employee comp reward:

1.	Click the Rewards tab.

2.	Click Add.

3.	Type the reward name. For example, “Employee Meal.”

4.	Type 1 in the ‘Reward is earned every X visits’ text box.

5.	Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.

6.	Select Real-Time Discount in the ‘Reward Type’ drop-down list.

7.	Select either Comp Type or Promo Type.

8.	Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos.

9.	Select Percent Off in the ‘Discount Type’ drop-down list.

10.	Type 50 in the ‘Amount’ text box. This indicates the reward is 50% off.

11.	Select Limit total discount amounts.

12.	Type 50.00 in the adjacent text box.

13.	Select Category in the ‘Select the items that will be discounted’ drop-down list.

14.	Click . The Select Categories screen appears with all available categories in the ‘Unassigned Categories’ list box.

a.	Select the eligible categories in the ‘Unassigned Categories’ list box.

b.	Move the categories to the ‘Assigned Categories’ list box. If you need to create or edit categories, click Category Setup.

c.	Click Next, to return to the Bonus Plan Setup.

15.	Type 1 in the ‘Number of items that will be discounted’ text box.

16.	Click the Voucher Settings tab.

17.	Select Print voucher at POS when reward is earned.

18.

Click .

19.	Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to inform the employee they received a reward.

When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer.

20.	Select whether to print on the ‘Guest Check’ or ‘Voucher.’

21.	Click Next.

22.	Click Save, after completing your message.

Configuring the bonus plan schedule and reset options for the reward:

1.	Click the Schedule tab to configure the active days of the plan.

2.	Select Daily.

3.	Select All Stores to make the bonus plan available in all stores; otherwise, select Stores in this Replication Group and select the replication group in the drop-down list.

4.	Click the Reset Options tab.

5.	Select Employee can use card until total discount amount is reached.

6.	Select Reset total discount amount every X.

7.	Select Month from the interval drop-down list.

8.	Click Save.

9.	Assign a card type to your bonus plan. If you have not created a Loyalty card type, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card type, you must create your card type in Card Setup and then assign the bonus plan to the card type in Card Setup.

10.	Click Save.