Payback Incentives Advanced Plan

Learn more about the Payback Incentives Advanced Plan.

With the Payback Incentives Advanced Plan, there are 5 possible roles for your organization:

  1. Administrator:
    This is the person who manages your program. There can only be one company Administrator. They can Grant points directly; Assign points to others and Approve Grant requests.
  2. Grantor/Assigner (Requires Approval):
    This person can request points Grants for participants, but they need to be approved first. They can also re-Assign points to other participants, who can then request Grants. This person can also be an Approver of other participant’s Grant requests and they can be a Recipient as well.
  3. Grantor/Assigner (Auto Approve):
    This person can immediately Grant and re-Assign points to other participants. This person can also be an Approver of other participant’s Grant requests and they can be a Recipient as well.
  4. Approver:
    This person can approve any Grant Requests from those beneath them in your company’s hierarchy (ex. An employee can request a Grant for another employee, but it must be Approved by the Requestor’s manager.) This person can also be a Grantor/Assigner and they can be a Recipient as well.
  5. Recipient:
    This person can receive points and redeem them for e-Gift cards only. If you only select the Recipient role for a participant, they can’t do anything else within the program.

Payback Incentives Advanced Plan Administrator Flow Chart

If you are the administrator for your company’s Advanced Plan incentive program, you have full access to the system and can do the following:

Payback Incentives Advanced Plan Administrator Flow Chart

Payback Incentives Advanced Plan Grantor/Assigner (Requires Approval) Flow Chart

If you are a “Grantor/Assigner” for your company’s incentive program – but your Grants require approval first – you will be able to do the following:

Payback Incentives Advanced Plan Grantor/Assigner (Requires Approval) Flow Chart

Payback Incentives Advanced Plan Grantor/Assigner (Auto Approve) Flow Chart

If you are a “Grantor/Assigner” for your company’s incentive program – and your points Grants don’t require further approval first – you will be able to do the following:

Payback Incentives Advanced Plan Grantor/Assigner (Auto Approve) Flow Chart

Payback Incentives Advanced Plan Approver Flow Chart

If you are an “Approver” for your company’s incentive program, you will be able to do the following:

Payback Incentives Advanced Plan Approver Flow Chart

Payback Incentives Advanced Plan Recipient Flow Chart

If you are a “Recipient” for your company’s incentive program, you will be able to do the following:

Payback Incentives Advanced Plan Recipient Flow Chart