Keep track of incentives, whoever pays them

Friday Drop 007. Keep track of incentives without an incentive provider. Record who you've paid or who's owed, then send finance one report.

Keep track of incentives, whoever pays them, with a New feature badge. Below it, pound, euro and dollar signs beside a study list where two people have an amount recorded in gold and one is still empty, with a dotted arrow to a report showing a total for each currency and an export arrow. Friday Drop, batch number 007

Friday Drop, batch 007. This week is for teams who pay incentives without an incentive provider and teams where someone else does the paying.

Two ways to use it

You don’t need an incentive provider to keep track. You might not have one, you might not be allowed to use one or yours might not connect to Participant Kit. Teams tend to use it in one of two ways.

You pay people yourself. You send the voucher or the bank transfer, then record it in the study with the date, the amount and the currency. When accounts ask what you’ve spent, the figures are already there.

Someone else pays. In some organisations, researchers don’t handle money. Finance or another team pays people instead. After a session, record that the person is owed an incentive, using the date of their session. An organisation admin can then send that team the incentives report, so they know who to pay, how much and how long each person has been waiting.

Either way, it’s a record. Participant Kit doesn’t send anyone money or email them about it.

Record an incentive in a study

On a study’s Participants tab, click Record incentive in the Incentivised on column. Choose the date you paid them. If someone else is paying, choose the date of their session. Add the amount and currency, then click Record incentive.

The Record incentive dialog, with Date incentive given, Amount and Currency

Each study also has an Incentives tab. It shows how many incentives have been recorded, the total for each currency and who they’re for.

A study's Incentives tab: 7 recorded and a total for each of GBP, USD, EUR and CAD, above a list of participants with their amount, status and date

One report across your organisation

Organisation admins can see every incentive from every study in one place. Go to Admin dashboard, then Incentives. Choose your dates and look at the totals by person, study or month. Then click Export CSV to send the figures on.

The incentives report, with the date range, totals for each currency and the list of incentives

Help articles

New to Participant Kit? Book a call and we’ll show you round.