# 2. Performance-Based Incentives

User Type: **Super Administrator**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 2. Performance-Based Incentives

### 2.1 Affiliate Levels: Bronze, Silver, Gold, Platinum
**What it does:** Sets the affiliate levels: the levels for the affiliates (the Bronze, the Silver, the Gold, the Platinum) are set, so the affiliates are tiered by their performance (the level is the rank). The Super Administrator defines the affiliate levels (the level, the criteria, the benefits) so the levels are structured and the tiers are explicit.

**Sub-features:**
- Level definition: the level (the Bronze, the Silver, the Gold, the Platinum)
- Level criteria: the criteria (the criteria for the level, e.g., the number of referrals, the revenue)
- Level benefits: the benefits (the benefits per level, e.g., the commission rate, the bonuses)
- Level assignment: the assignment (the affiliate is assigned the level per the criteria)
- Level progression: the progression (the affiliate progresses from the level to the next)
- Level record: the level recorded (the affiliate, the level, the criteria, the benefits)
- Audit logging of the level definition and the assignments

**Super Administrator User Journey:**
1. Super Admin defines the affiliate levels: the levels (the Bronze, the Silver, the Gold, the Platinum), the criteria (the criteria for the level, e.g., the number of referrals, the revenue), and the benefits (the benefits per level, e.g., the commission rate, the bonuses); the levels are explicit.
2. Sets the Bronze level: the level (the Bronze) and the criteria (e.g., 1-10 referrals); the level is the entry.
3. Sets the Silver level: the level (the Silver) and the criteria (e.g., 11-50 referrals); the level is the next.
4. Sets the Gold and Platinum levels: the levels (the Gold, the Platinum) and the criteria (e.g., 51-200, 200+ referrals); the levels are the top.
5. Saves; the affiliate levels are live, and the affiliates are assigned the levels per the criteria.
6. An affiliate's performance is evaluated; the level is assigned (the criteria are met, the level is the rank); the level is recorded.
7. For a level change (the criteria, the benefits updated), Super Admin changes the level (the new criteria, the new benefits, the time); the change is recorded.
8. The level definition and the assignments are audit-logged with the affiliate, the level, and the timestamp.

**Rules & Edge Cases:**
- The level is explicit (the Bronze, the Silver, the Gold, the Platinum); the level is the rank.
- The level criteria is the basis (the criteria for the level, e.g., the number of referrals, the revenue); the criteria is the measure.
- The level benefits is the value (the benefits per level, e.g., the commission rate, the bonuses); the benefits is the incentive.
- A level change (the criteria, the benefits updated) is recorded (the new criteria, the new benefits, the time); it is auditable.
- The affiliate levels are visible (the levels, the criteria, the benefits); the levels are managed.
- Level definition and assignments are audit-logged with the affiliate, level, and timestamp.

### 2.2 Increasing Commission Rates per Level
**What it does:** Sets the increasing commission rates per level: the commission rates increase with the level (the Bronze has the lowest rate, the Platinum has the highest rate), so the higher the level, the higher the commission (the rate is the level's reward). The Super Administrator defines the level rates (the level, the rate) so the level rates are structured and the rates are explicit.

**Sub-features:**
- Level rate: the rate (the rate per level, e.g., Bronze 10%, Silver 15%, Gold 20%, Platinum 25%)
- Rate progression: the progression (the rate increases with the level)
- Rate scope: the scope (the rate applies to the affiliate's commissions)
- Rate definition: the rate defined by the Super Admin (the level, the rate)
- Rate application: the rate applied (the affiliate's commission is per the level's rate)
- Rate record: the rate recorded (the affiliate, the level, the rate)
- Audit logging of the rate definition and the applications

**Super Administrator User Journey:**
1. Super Admin defines the level rates: the levels (the Bronze, the Silver, the Gold, the Platinum) and the rates (e.g., Bronze 10%, Silver 15%, Gold 20%, Platinum 25%); the rates are explicit.
2. Sets the Bronze rate: the rate (e.g., 10%); the rate is the entry.
3. Sets the Silver rate: the rate (e.g., 15%); the rate is the next.
4. Sets the Gold and Platinum rates: the rates (e.g., Gold 20%, Platinum 25%); the rates are the top.
5. Saves; the level rates are live, and the affiliate's commission is per the level's rate.
6. An affiliate's commission is calculated; the rate is applied (the level's rate is the commission's basis); the commission is recorded.
7. For a rate change (the level's rate updated), Super Admin changes the rate (the new rate, the time); the change is recorded.
8. The rate definition and the applications are audit-logged with the affiliate, the level, and the timestamp.

**Rules & Edge Cases:**
- The level rate is the measure (the rate per level, e.g., Bronze 10%, Silver 15%, Gold 20%, Platinum 25%); the rate is the basis.
- The rate progression is the structure (the rate increases with the level); the progression is the incentive.
- The rate scope is the application (the rate applies to the affiliate's commissions); the scope is the control.
- A rate change (the level's rate updated) is recorded (the new rate, the time); it is auditable.
- The level rates are visible (the levels, the rates); the level rates are managed.
- Rate definition and applications are audit-logged with the affiliate, level, and timestamp.

### 2.3 Achievement Milestones
**What it does:** Sets the achievement milestones: the milestones for the affiliates (the milestones for the achievements, e.g., the 10th referral, the 100th referral) are set, so the affiliates are rewarded for the achievements (the milestone is the reward). The Super Administrator defines the achievement milestones (the milestone, the condition, the reward) so the milestones are structured and the achievements are explicit.

**Sub-features:**
- Milestone definition: the milestone (the milestone, e.g., the 10th referral, the 100th referral)
- Milestone condition: the condition (the condition for the milestone, e.g., the number of referrals)
- Milestone reward: the reward (the reward for the milestone, e.g., a bonus, a perk)
- Milestone achievement: the achievement (the affiliate achieves the milestone)
- Milestone record: the milestone recorded (the affiliate, the milestone, the condition, the reward)
- Milestone tracking: the tracking (the progress toward the milestone)
- Audit logging of the milestone definition and the achievements

**Super Administrator User Journey:**
1. Super Admin defines the achievement milestones: the milestones (e.g., the 10th referral, the 100th referral), the conditions (the condition for the milestone, e.g., the number of referrals), and the rewards (the reward for the milestone, e.g., a bonus, a perk); the milestones are explicit.
2. Sets the milestone: the milestone (e.g., the 10th referral); the milestone is the target.
3. Sets the milestone condition: the condition (the condition for the milestone, e.g., the number of referrals); the condition is the measure.
4. Sets the milestone reward: the reward (the reward for the milestone, e.g., a bonus, a perk); the reward is the incentive.
5. Saves; the achievement milestones are live, and the affiliates are rewarded for the achievements.
6. An affiliate achieves the milestone; the reward is applied (the condition is met, the reward is given); the milestone is recorded.
7. For a milestone change (the condition, the reward updated), Super Admin changes the milestone (the new condition, the new reward, the time); the change is recorded.
8. The milestone definition and the achievements are audit-logged with the affiliate, the milestone, and the timestamp.

**Rules & Edge Cases:**
- The milestone is the target (e.g., the 10th referral, the 100th referral); the milestone is the goal.
- The milestone condition is the measure (the condition for the milestone, e.g., the number of referrals); the condition is the basis.
- The milestone reward is the incentive (the reward for the milestone, e.g., a bonus, a perk); the reward is the value.
- A milestone change (the condition, the reward updated) is recorded (the new condition, the new reward, the time); it is auditable.
- The achievement milestones are visible (the milestones, the conditions, the rewards); the milestones are managed.
- Milestone definition and achievements are audit-logged with the affiliate, milestone, and timestamp.

### 2.4 Seasonal Campaign Bonuses
**What it does:** Sets the seasonal campaign bonuses: the bonuses for the seasonal campaigns (the bonus for the campaign, e.g., the back-to-school bonus, the holiday bonus) are set, so the affiliates are rewarded for the seasonal performance (the bonus is the seasonal incentive). The Super Administrator defines the seasonal bonuses (the campaign, the bonus, the period, the condition) so the seasonal incentives are structured and the bonuses are explicit.

**Sub-features:**
- Seasonal bonus: the bonus (the bonus for the campaign, e.g., the back-to-school bonus, the holiday bonus)
- Bonus campaign: the campaign (the seasonal campaign, e.g., the back-to-school, the holidays)
- Bonus period: the period (the period of the bonus, e.g., the season)
- Bonus condition: the condition (the condition for the bonus, e.g., the number of referrals in the period)
- Bonus definition: the bonus defined by the Super Admin (the campaign, the bonus, the period, the condition)
- Bonus application: the bonus applied (the affiliate earns the bonus for the seasonal performance)
- Audit logging of the bonus definition and the applications

**Super Administrator User Journey:**
1. Super Admin defines the seasonal bonus: the campaign (the seasonal campaign, e.g., the back-to-school, the holidays), the bonus (the bonus for the campaign), the period (the period of the bonus, e.g., the season), and the condition (the condition for the bonus, e.g., the number of referrals in the period); the bonus is explicit.
2. Sets the bonus campaign: the campaign (the seasonal campaign, e.g., the back-to-school, the holidays); the campaign is the context.
3. Sets the bonus period: the period (the period of the bonus, e.g., the season); the period is the timing.
4. Sets the bonus condition: the condition (the condition for the bonus, e.g., the number of referrals in the period); the condition is the measure.
5. Saves; the seasonal bonuses are live, and the affiliates are rewarded for the seasonal performance.
6. An affiliate's seasonal performance is evaluated; the bonus is applied (the condition is met, the bonus is given); the bonus is recorded.
7. For a bonus change (the campaign, the bonus, the period, the condition updated), Super Admin changes the bonus (the new campaign, the new bonus, the new period, the new condition, the time); the change is recorded.
8. The bonus definition and the applications are audit-logged with the affiliate, the campaign, and the timestamp.

**Rules & Edge Cases:**
- The seasonal bonus is the incentive (the bonus for the campaign, e.g., the back-to-school bonus, the holiday bonus); the bonus is the value.
- The bonus campaign is the context (the seasonal campaign, e.g., the back-to-school, the holidays); the campaign is the scope.
- The bonus period is the timing (the period of the bonus, e.g., the season); the period is the control.
- A bonus change (the campaign, the bonus, the period, the condition updated) is recorded (the new campaign, the new bonus, the new period, the new condition, the time); it is auditable.
- The seasonal bonuses are visible (the campaigns, the bonuses, the periods, the conditions); the seasonal incentives are managed.
- Bonus definition and applications are audit-logged with the affiliate, campaign, and timestamp.