Assign Incentive Schemes

Creating an incentive scheme defines the formula. Assigning it to a location is what activates it — connecting the formula to real technicians and live performance data at that workshop. A scheme that has not been assigned to any location has no effect; it sits in your scheme list with a status of Unassigned and does not appear in any technician reports.

Assignment is always location-level. Each location can have exactly one active incentive scheme at a time. If you operate multiple workshops — whether under a single brand, as a franchise network, or across different cities — each location’s active scheme can be the same across all of them, or different per location, depending on how your incentive structures are set up.

Who can assign incentive schemes:

• Location Manager — can assign schemes to the location they manage.
• Org Admin / Account Owner — can assign schemes to any location in the organisation, including bulk assignment across multiple locations from the org-level settings.

Assign a scheme to a single location

Use this path when you want to activate a scheme for one specific workshop.

Assign a scheme to multiple locations at once

For org admins managing a franchise network or a group of workshops, assigning the same scheme to all locations individually is slow. The org-level settings page allows you to assign a scheme to any number of locations in a single action.

Change a location’s active scheme

Incentive structures evolve. When a location needs to move to a different scheme — because of a rate review, a change in workshop strategy, or an updated formula — the process is straightforward.

Alternatively, you can skip the deselection step. Simply open the replacement scheme, click Assign to Locations, check the target location, and save. BayWise will automatically replace the previous assignment — you do not need to manually remove the old one first.

Understand when the change takes effect

Assignment changes — whether a new assignment, a bulk assignment, or a replacement — always take effect at the start of the next reporting period, not immediately.

This means:

• If today is the 15th of the month and you assign a new scheme, the current month’s incentive calculations continue to use the existing scheme for all remaining days. The new scheme activates on the 1st of the following month.
• Mid-period technician data is not split. BayWise does not prorate between two schemes within a single period. The scheme active at the start of the period applies to the entire period.
• If a location has no active scheme at the start of a period, no incentive calculation is run for that location that period. There is no retroactive application if a scheme is assigned partway through.

If you need a scheme change to take effect at a specific date, plan the assignment to happen just before the start of the new reporting period.

Remove a scheme from a location

If a location should no longer participate in any incentive scheme — for example, during a transitional period or a pilot review — you can unassign the current scheme without assigning a replacement.

Technician performance data is still recorded even when no scheme is active. If you later create and assign a scheme, historical data from unassigned periods will not be back-calculated — but the data will be available in reports for reference.

Common questions

Can two different schemes be active at the same location simultaneously? No. Each location can have exactly one active scheme at any given time. If you need different rules for different technician tiers at the same location — for instance, senior technicians on a different rate to apprentices — encode that logic within a single formula using conditional expressions. A formula can reference different output values based on any combination of the available variables.

We have 12 locations and want to run a pilot scheme at three of them before rolling out to all. Is that possible? Yes. Create the pilot scheme and assign it to the three pilot locations only. The remaining nine locations keep their existing schemes unchanged. Once the pilot period concludes and you are satisfied with the formula, assign the scheme to all twelve locations. BayWise does not limit how many locations a scheme can be assigned to, nor does it require all locations to use the same scheme.

An adviser assigned the wrong scheme to a location. Can it be corrected mid-period? Yes, you can reassign at any time. The correction will take effect at the start of the next reporting period. For the current period, BayWise will use whichever scheme was active when the period started — it does not switch schemes mid-period based on changes made during the period.

We are closing a location. Should we remove the scheme assignment before closing it? Removing the scheme assignment before closing a location is good housekeeping but not required. When a location is deactivated, it no longer appears in reporting or the assignment UI. Its historical incentive data is preserved in the audit trail.

Does assigning a scheme automatically notify the technicians at that location? No. BayWise does not send automated notifications to technicians when a scheme is assigned or changed. If you want technicians to be aware of the active incentive structure — which is generally good practice — communicate the change directly through your existing team channels.

Can a scheme be assigned to a location in a different country or currency? Incentive scheme formulas produce a numeric output. The currency interpretation of that output is up to your payroll process. BayWise does not apply currency conversion, and the formula result is displayed as a plain number in technician reports. Label your scheme names clearly to indicate the currency context — for example, Senior Tech Bonus (ZAR) vs. Senior Tech Bonus (AED).

Related pages

• Create an Incentive Scheme
• Test Incentive Formulas
• Use Template Controls
• Read Technician Reports
• Manage Multiple Locations