Opportunities: The Incentive Designer
Last updated: July 27, 2026
Opportunities is where you design your incentives. It's the builder side of the module — the three tabs (Goals, Badges, Wages) each open a guided, step-by-step designer that walks you from "what are we rewarding?" all the way to "publish and announce it to the team."
This article covers the parts common to all three designers. For the specifics of each program, see the Badges, Goal Rewards, and Wages articles.
The three tabs
Under Incentives → Opportunities you'll find:
Goals — build cash-bonus programs tied to performance targets.
Badges — build one-time rewards for specific milestones.
Wages — configure role-based pay and performance boosts.
Each tab has three sub-pages:
Sub-page | What it's for |
|---|---|
Overview | The list of everything you've built for the selected month, plus the New / Add button to launch the designer. |
Earnings | What's been earned under this program — unpaid, processing, and paid. |
Settings | Program defaults and auto-approval rules (admins only). |
💡 Tip: Every Overview page is scoped to a month — use the month picker at the top to move between periods. Each Overview also has an Earnings Summary card (Unpaid / Processing / Paid) and Quick Links to view logs, process payouts, and open settings.
The designer is a step-by-step wizard
When you click New Goal Reward, Add Badge, or build a wage assignment, the designer opens as a guided stepper. The exact steps differ by program, but the shape is always the same:
Choose what you're rewarding — the goal type, the badge, or the base wage.
Configure the reward — the dollar amount, timeframe, and payout rules.
Assign staff — who participates, and how the reward is split among them.
Forecast — a projection of what the incentive will cost and return before you commit.
Publish & Announce — save it live and (optionally) email each participant.
You can stop partway and Save as Draft, then resume later — nothing goes live until you Publish.
Here's how each program's steps line up:
Step | Goals | Badges | Wages |
|---|---|---|---|
1 | Goal & Incentive | Badge | Base Wage |
2 | Assign Staff | Configure | Incentives |
3 | Set Payouts | Participants | Forecast |
4 | Forecast | Payouts | Confirmation |
5 | Publish & Announce | Announce | — |
6 | — | Published | — |
Assigning staff: Individual vs. Team
Most designers ask how staff share the reward. The two participant styles are:
Participant type | How it works |
|---|---|
Individual | "Every employee gets their own payout — set a unique reward amount for each staff member." |
Team | "Everyone shares the same payout, differentiated only by full-time vs. part-time settings." |
Full-time vs. part-time distinctions let you pay a different amount to each group under a single Team incentive.
Forecast before you publish
Before the final step, most designers show a Forecast — a projection of the incentive's cost, expected gain, and ROI based on the goal's current pace. This lets you sanity-check the numbers ("what happens if the team hits this every day this month?") before any money is committed.
Publish & Announce
The last step publishes the incentive and, if you leave the Send Email to Staff toggle on, emails each participant their own personalized announcement. A preview table lets you see exactly what each person will receive before you send. Choose Save as Draft to keep working, or Publish to make it live.
💡 Tip: Announcing the incentive is how staff learn it exists — the email points them to their My Rewards dashboard, where they'll track their own progress.
What's next
Badges — one-time rewards for specific milestones
Goal Rewards — cash bonuses tied to performance targets
Wages — doctor, hygienist, and front-desk pay