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BayWise SchedulerHow-To GuidesCreate an incentive scheme

Create an Incentive Scheme

An incentive scheme turns your workshop’s performance measures into technician pay. Schemes are created for the organisation and then assigned to locations.

Who can do this: Account Owners and Org Admins. Requires a plan that includes incentives.


Creating a scheme

Open Settings → Incentives and choose New Scheme

Name it

Something people will recognise on a payslip conversation: “Revenue + Efficiency Bonus”, “Body shop quarterly”.

Build the formula

Three ways in:

From Template — start from a standard shape and adjust.

AI Generate — describe what you want in plain English and have the formula written for you. For example: “5% of revenue plus a 2000 bonus if efficiency exceeds 80%”.

By hand — write it yourself using the available variables. The built-in guide lists them.

Check the formula preview

The preview shows the formula and which variables it uses. If a variable you expected is missing, the formula is not measuring what you think.

Test it with sample data

Do not skip this.

Test incentive formulas

Save


Designing a scheme that does not backfire

An incentive is an instruction. Whatever you pay for is what you will get more of — including the parts you did not intend. A scheme paying purely on billable hours rewards taking longer; one paying purely on job count rewards rushing.

Practical guidance:

  • Pay on more than one thing. Volume alone rewards speed at the expense of quality. Efficiency alone rewards optimistic estimates.
  • Include something about quality. If rework is invisible to the scheme, it will become invisible on the floor.
  • Keep it explainable. If a technician cannot work out roughly what they earned and why, the scheme motivates nobody and generates arguments.
  • Do not change it mid-period. Changing the rules halfway through is how a scheme loses credibility permanently.

Activating and deactivating

A scheme can be active or inactive.

Deactivating a scheme unassigns it from every location. BayWise shows you which locations will be affected before you confirm.

Previously computed incentives are not affected. What has already been earned stays earned.

Deleting a scheme removes it permanently and unassigns it from every location, with the same protection for what was already computed.


Common questions

Where do the numbers come from? The same measures as analytics — completed work, billable hours, revenue, cost, efficiency.

Analytics Metrics Glossary

Can different locations have different schemes? Yes. Schemes are created for the organisation and assigned per location.

Assign incentive schemes

Can a scheme apply to some technicians only? Assignment is per location. For genuinely different groups, use separate locations or handle the distinction outside BayWise.

The AI wrote a formula I do not understand. Do not save it. Either simplify what you asked for, or write it by hand. A formula nobody in the business understands is a liability at the first dispute.

Does BayWise pay people? No. It computes the figure. Payroll is yours.