tkec-r0502c新梯安装人员激励计划incentive plan for b

1、修改Change Records。打印件仅用于临时使用。疑问, 请以网上文件为准。ernal use only. The pr -out is for temporary use only. Please refer to the on-linef in doubt.版本 Ver修改主要内容 Contents生效日期 Effective DateA新发布2013/1/1BUpdate2013/10/1CUpdate2015/4/1新梯安装激励计划Incentive Plan for BranchNew Equipment InstallationnelTKEC-R-05-02版本 Ver: C

2、生效日期 Effective Date: 2015/4/1页码 Page:2 / 61目的 Pure本政策旨在激励员工实现安装目标、调动员工积极性、增强企业凝聚力，并努力创造公平竞争环境，鼓励他们通过提高绩效来增加奖金收入。The policy aims to inspire employees to realize installation, mobilize the initiative, strengthen thecohesive force in ent them to increase bonusrise and strive to create a fair competitio

3、n environment as well as encourage e by improving performance.2适用范围 Scope2.1电梯中国区域运营辖下所有区域内的所有安装部All Branch Installation Departments under ThyssenKrupp Elevator China Field2.2纳入本奖金计划的岗位有安装工程主管（经理）、项目经理、项目主管、项目工程师、安装调试主管（经理）、调试工程师、调试技术员；并涵盖前述岗位的除三级以下的所有技术等级。任何与本政策不相符或额外的其它激励政策在颁布之前，都必须经过总部的批准。电梯中国区运营

4、Those who are involvedhis bonus plan: Installation Engineering Supervisor (Manager), ProjectManager, Project Supervisor, Project Installation Adjusting Supervisor (Manager), Adjusting Engineer, Adjusting Techni n and other technical potions above level-III. Any inconsistent or other incentive policy

5、 must be approved by ThyssenKrupp Elevator China Field Operations Headquarters before release.3术语、定义和缩写 Terms, Definitions and Abbreviations3.1ESU = 设备标准台数（例：项目类型为住宅类型、梯型为GL 系列，载重量1000公斤，速度1.75米/秒，10层的电梯为基准1）ESU = Equipment Standard Units (e.g. project type: residential, lift type: GL, rated load100

6、0kg, ratedspeed: 1.75m/s, floors: 10, the basic standards “1”)3.21点积分=1 元1 po= 1 RMB3.3项目管理数据库=PMD/SAPProject Management Data=PMD/SAP3.4第安装项目=参考相关政策定义。Third party project=Refer to the definitiorelevant policy3.5结算奖金（梯台）=针对项目管理及调试技术在结算周期内的梯台绩效，依据所负责浮动。梯台的技术规格、绩效表现、地区及自身技术等级等Final bonus(units)=Rewardi

7、ng according to effective unitsfor project manager and adjustor in settlement period. The bonus will be varied on the basis of elevator/escalator technical specification,performance, region andnels technical grade.3.6团队绩效奖金 =针对安装工程主管（经理）、安装调试主管（经理）的团队绩效依据所负责团队的平均KPI表现（财年内结算梯台）确定。结算金额，。打印件仅用于临时使用。疑问,

8、 请以网上文件为准。ernal use only. The pr -out is for temporary use only. Please refer to the on-linef in doubt.新梯安装激励计划Incentive Plan for BranchNew Equipment InstallationnelTKEC-R-05-02版本 Ver: C生效日期 Effective Date: 2015/4/1页码 Page:3 / 6Teerformance bonus=Reward or penalize according to teerformance of Insta

9、llationEngineering Supervisor(Manager) and Installation Adjusting Supervisor(Manager) as well as the average KPI of the team.3.7质量检验S项=参考质量部相关定义。Quality inspection S items=Refer to relevant definition of Quality Dept.3.8质量检验得分=参考质量部相关定义。Quality Inspection Score= Refer to relevant definition of Quali

10、ty Dept.4描述和说明 Description and Explanation4.1激励措施Incentive Rules4.1.1如果一个项目为团队合作项目，则总经理协调该项目奖金的分配。BGM coordinates bonus allocation if it is a project cooperated a.4.1.2所产生的个人所得税由员工自行承担。The IIT will be borne by the employees.4.1.3奖金日前离职的适用，离职后将视为放弃离职前的所有奖金。It is regarded as giving up all the unpaid b

11、onus if employee leaves company before bonus payment date.4.1.4当年入职/岗位转入划”进行考评；转岗在岗位的奖金政策。奖金可由安装提议按照普通员工绩效“/ 新梯安装激励计的奖金的分配方式为，转岗之日前执行本政策，转岗之日后执行所If some employee is on board or transferred to Installation Department in current year, his or her bonuscan be proed by Branch Installation-in-charge, whic

12、h shall be evaluated in accordance with ordinarystaff performance or “Incentive Plan for Branch New Equipment Installationnel”; If someemployee is transferred to another department in current year, his or her bonus shall be evaluated in this bonus Policy before the transfer-out day; after the transf

13、er-out day, his or her bonus shall be evaluated by transfer-in department.4.1.5奖金结算后，如发现该笔奖金不符合本政策规定，公司追回已经支付的奖金.Company has rights to get the entire bonus back if it is not in accordance with the policy even after settlement.4.1.6电梯中国区域运营总部保留对激励细则进行修订与解释的权利。ThyssenKrupp Elevator China Field Operati

14、ons Headquarter reserves the rights to revise and expla incentive details.he4.2结算条件Settlement Condition。打印件仅用于临时使用。疑问, 请以网上文件为准。ernal use only. The pr -out is for temporary use only. Please refer to the on-linef in doubt.新梯安装激励计划Incentive Plan for BranchNew Equipment InstallationnelTKEC-R-05-02版本 Ve

15、r: C生效日期 Effective Date: 2015/4/1页码 Page:4 / 64.2.1以当财年为绩效奖金依据，以项目为核实绩效奖金（如整体项目中部分设备已移交维保，可先行申请结算）。所有考核梯台应在项目管理数据库中登记。It is on the basis of latest verIncentive Program for Branch New Equipment Installationnel ofcurrentfiscal year. It is based on project to calculate bonus (if part of equipmenve been

16、 handedover to ServiceDepartment, settlement application in advance is allowed). All the involved unitsshould be registered in database.4.2.2第一品牌梯台确认移交维保且除质保款外所有逾期应收账款均已收到后给予支付相应奖金；第二品牌电梯在提交当地质量技术合格证至总部安装部后，给予支付相应奖金；如梯台丢失，则不计入奖金考评范畴。It is paid for corresponding bonus if thebrand is handed over to Se

17、rvice Department and all OR iscollected without bad debts; Corresponding bonus will be paid if the branch can submit the certificationied by local bureau of quality and technical supervifor second brand; if equipment couldnt behanded over to Service Department, no bonus could be app d for.4.2.3团队绩效奖

18、金的结算对象仅为安装工程主管（经理）或安装调试主管（经理），结算周期为每个财年；结算时须提供团队绩效奖金申请表内含其所负责团队。Teerformance bonus is only for Installation supervisor (manager) or installation adjustmentsupervisor (manager). It will be settled every fiscal year and Teerformance Bonus Application isnesaryhis pros.4.2.4如发生安全事故，则依据安全事故惩处规定处理。It is r

19、eferred to Penalty Regulations against Safety Accident if any safety accidents happened.4.3结算程序 Settlement Procedure4.3.1安装部在4月、10月初递交结算奖金（梯台）申请；在10月初递交团队绩效奖金申请。申请时须将具备结算条件的项目奖金申请表（奖金申请有效期为验收至移交维保日一年之内），团队绩效奖金申请表经公司财务、维保部确认，提交至总部安装部。总经理及区域财务总监批准后，Branch installation submits bonus (units) applicatiot

20、he last workday of Mar. and Sep. TeamPerformance Bonus application should be submitted on the last workday of Sep. The Project Bonus Application (Bonus application validity period within a year fromernment acceptance to handoverma enance date) and Teerformance Bonus Application should be confirmed b

21、y FinanceDepartment and Service. Then hand to HO-IN after approved by BGM and regional finance director.4.3.2总部安装部核算安装部门一线的奖金，并将计算结果反馈给相应区域总经理，总经理，安装经理。在至少得到司安装经理与总部HRSSC。总经理的确认后，总部安装部将最终结果再次反馈给分公HO Installation Department calculates the bonus for the frontline Installation Department stand givethe

22、result tM, BGM,gr.east get the confirmation from BGM, HO Installation Departmentshould give the final result to HO HRSSC andgr. again.4.3.3安装部门一线的结算奖金（梯台）将在每年的7月与1月分两次进行，团队绩效奖在每年1月。打印件仅用于临时使用。疑问, 请以网上文件为准。ernal use only. The pr -out is for temporary use only. Please refer to the on-linef in doubt.新梯

23、安装激励计划Incentive Plan for BranchNew Equipment InstallationnelTKEC-R-05-02版本 Ver: C生效日期 Effective Date: 2015/4/1页码 Page:5 / 6Bonus of the frontline Installation Department starom the branches will be paid in July and Januaryeach year, Teerformance bonus will be paid in January.4.3.4 根据实际结算情况，如结算奖金（梯台）

24、出现负数时，将在下次申请安装绩效时进行抵扣，以此类推。According to actual situation, if it is a negative number after settlement, it will be deducted in next installation performance application and soon.5相关附件 Related Acsories6相关表格 Related forms7范围 Release to。打印件仅用于临时使用。疑问, 请以网上文件为准。ernal use only. The pr -out is for temporar

25、y use only. Please refer to the on-linef in doubt.范围说明 RemarkTKEC其他Other表格Form No.表格名称Form Name归档地点File location保存期限Retention periodTKEC-F-05-089项目奖金申请表 Project Bonus Application Form总部安装部奖金后二年新梯安装激励计划Incentive Plan for BranchNew Equipment InstallationnelTKEC-R-05-02版本 Ver: C生效日期 Effective Date: 201

26、5/4/1页码 Page:6 / 6Incentive Program for Branch New Equipment Installationnel1设置原则 ESU Setting Principle ESU.1.1 标准系数 Standard Coefficient梯型Lift Type标准系数Standard Coefficient双子电梯 TWIN1.80双轿厢电梯 Double deck1.80有机房普通电梯 MR1.00观光梯 PA1.09梯 HYD1.13进口梯 IMP1.14无机房普通电梯 MRL1.02医梯 HOS1.03货梯 FRE1.04别墅残障梯 ACC0.90自动

27、扶梯（室内）ESC（indoor）0.50自动扶梯（室外）ESC（outdoor）0.55自动人行步道（室内）MW (indoor)0.50自动人行步道（室外）MW (outdoor)0.55Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:1 / 171.2附加系数 Additional Coefficient类型Type附加系数Additional CoefficientA. 项目性质 Project Property住宅 Resident

28、ial0.00Commerl0.09基础设施 Infrastructure0.14B. 载重系数 Load Coefficient2000kg0.21C. 速度系数 Speed Coefficient1.75m/s0.002.5m/s0.034m/s0.154m/s0.28D.电梯/扶梯/人行步道其它参数 ELE/ESC/MW otharametersELEELE10F/10S (F=S)（每增加 1 停站）(every 1 stop added)0.05ELE10F (FS) （不停层层站每增加 1 层）(every 1 floor added of-stop)0.03每增加 1 道贯通门（

29、轿门）every 1 through door (car door) added0.03每增加 1 道贯通门（厅门）every 1 through door (landing door) added0.02ESC4.5m（每增加 1 米）(every 1m added)0.10MWMW30m（每增加 1 米）(every 1m added)0.15ESC & MW分段数：每增加 1 段Segment: every 1 segment is added0.10中间支撑erval support0.05Incentive Program for Branch New Equipment Insta

30、llationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:2 / 171.3城市系数 City Index Coefficient1.4团队绩效系数 Teerformance Coefficient*注：上述权重计算时，均不包含逾期应收账款指标、S 项检验指标、附加无脚手架安装指标（权重完成率满分以 100%计，为权重实得分在 70%中占比）。Remark: When calculating the teerformance coefficient and team average KPI score, OR, S item inspection

31、 indicator, Additional scaffoldless installation indicator areexcludedhe counting of last three KPI(Full score is considered as 100%,whieansthe percentage of actual score in 70%).团队成员 KPI 权重得分平均值* Team Average KPI score团队绩效系数Teerformance Coefficient50%050%团队成员最后三位 KPI 权重得分平均值0.7Average of Team Last

32、three KPI score/0.7城市类别City category系数Coefficient1 类城市 City category 11.302 类城市 City category 21.153 类城市 City category 31.00E. 项目台量系数 Project Units Coefficient15 台 units0.20650 台 units0.0050 台 units-0.02Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 P

33、age:3 / 171.5技术等级系数 Technical Level Coefficient注：技术等级 6 级以上依据 6 级技术等级系数计算，技术等级的划定以中国区人力资源共享中心相关政策为准。Remark: Levels above level-6 will be counted by level-6 coefficient. The leveling iHRSSC policies of China Field.bject to relevant1.6 计算原则 Calculation PrincipleESU=标准系数+附加系数（项目性质+载重系数+速度系数+电梯/扶梯/人行步道其

34、它参数+项目台量系数）ESU = Standard Coefficient + Additional Coefficient (Project Property + Load Coefficient +Speed Coefficient + ELE/ESC /MW otharameters + Project Units Coefficient)技术等级Technical Level项目管理级别Project Management Level调试技术级别Adjusting Level技术等级系数Technical Level Coefficient6中级项目经理ermediate PM高级工程

35、师Senior Engineer1.25项目经理Project Manager中级工程师ermediate Engineer1.14入门级项目经理Beginner-level PM工程师Engineer14项目主管Project Supervisor3项目工程师Project Engineer高级技术员Senior TechninIncentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:4 / 172评估模块 Evaluation Module2.1普

36、通项目评估模块：Evaluation Module for Ordinary Project and Third Party Installation Project:2.1.1 项目管理每台（ESU）积分 300 点。Project managementnel are rewarded 300 po s per unit (ESU).2.1.2 调试技术每台（ESU）积分 250 点。Adjusting Technins are rewarded 250 po s per unit (ESU).2.1.3 普通项目以发货准时率、移交质量、安装工期、逾期应收款等作为考评标准。OTD_Field

37、, Handover Quality, Lead Time, OR are regarded as evaluation indicator.2.2 第安装项目评估模块：Evaluation Module for Third Party Installation Project:2.2.1 项目管理每台（ESU）积分 300 点。Project managementnel are rewarded 300 po s per unit (ESU).2.2.2 调试技术每台（ESU）积分 250 点。Adjusting Technins are rewarded 250 po s per unit

38、 (ESU).2.2.3普通项目以发货准时率、移交质量、质保金OTD_Field, Handover Quality, Guaranty De indicator.、安装工期等作为考评标准。Report, Lead Time are regarded as evaluationit2.3重点项目评估模块：Evaluation Module for Major Project:2.3.1项目管理每台（ESU）积分 600 点。Project managementnel are rewarded 600 po s per unit (ESU).2.3.2调试技术每台（ESU）积分 500 点。Ad

39、justing Technins are rewarded 500 po s per unit (ESU).移交质量、逾期应收款、重点项目业绩评价、合格的舒适感测试作为考评标准。Handover Quality, OR, Major Project Performance Evaluation, Qualified Comfort Test Report are regarded as evaluation indicator;2.4.1尚途项目评估模块项目协调每台（ESU）积分 300 点。Project coordinator are rewarded 300 po s p

40、er unit (ESU).2.4.2尚途项目奖金申请必须同时提供当地质量技术合格证，否则不计入考评。The bonus for Snfte project will be paid only if the branch can submit the certification iQTSB, otherwise, no bonus can be regarded.ed by2.4.3项目协调原则上由调试技术担任，且必须在总部安装部进行备案。Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect

41、 Date: 2015/4/1页码 Page:5 / 17Project coordinator shall be selected from adjustment technin and registered in HO-IN.2.4.4尚途项目以发货准时率、移交质量、质保金作为考评标准。、发货至验收合格周期、NCR 返件率等OTD_Field, Handover Quality, Guaranty Deit Report, Delivery topart rate are included in evaluation indicator.ernment Inspection, Return

42、2.5附加无脚手架评估模块（此项不包含第和尚途模块）Additional Module for Scaffold less Installation(Third party installation and Sanfte are notincluded).2.5.1每台实施无脚手架安装的梯台（非 ESU），项目管理附加积分 100 点。Project managementnel are rewarded 100 po s per actuait（ESU）.2.5.2以梯台安全评分作为考评标准。Unit safety evaluation score is regarded as evaluat

43、ion indicator;权重 Weight评估类型标准定义权重数据源项目管理调试技术评估类型标准定义权重数据源项目管理调试技术普通项目发货准时率实际最终发货日等于最终确认发货日10%-工厂提供的最终发运（最终确认发货日：分公司与客户确认的发运日期）移交质量包括质量检验得分及S项检验，其中S项一次检验不通过则该梯台奖 归零！;S项检验一次通过，则以附重50%进行50%+50%55%+50%依据总部质量部提供之检验安装工期从最终发货日至移交维保日的天数10%15%工厂提供的最终发运PMD数据(与总部维保部核实)逾期应收款除质保金外合同约定设备及安装合同/调试协议款项均已到账且不存在坏账30%3

44、0%财务部确认项目收款及坏账情况Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:6 / 17评估类型标准定义权重数据源项目协调尚途项目发货准时率实际最终发货日与最终确认发货日相同10%工厂提供的最终发运（最终确认发货日：分公司与客户确认的发运日期）移交质量包括质量检验得分及S项检验，其中S项一次检验不通过则该梯台奖 归零！;S项检验一次通过，则以附重50%进行（此处检验指质量部抽检，样本结果覆盖总量）55%+50%依据总部质量部提供之检验质保

45、金报告提供按项目梯台实际情况执行的最终质保金管理15%尚途安装安全及质量保证金计算表发货至政府验收合格周期从最终发货日至拿到验收合格证的天数10%工厂提供的最终发运提交的验收合格证NCR 返件率坏件返回给工厂数量占工厂要求返回件数量的比例（根据政策）10%总部质量部提供第项目发货准时率实际最终发货日等于最终确认发货日20%-工厂提供的最终发运（最终确认发货日：分公司与客户确认的发运日期）移交质量包括质量检验得分及S项检验，其中S项一次检验不通过则该梯台奖归零！;S项检验一次通过，则以附重50%进行50%+50%55%+50%依据总部质量部提供之检验质保金报告提供按项目梯台实际情况执行的最终质保

46、金管理15%25%第安装安全及质量保证金计算表安装工期从最终发货日至移交维保日的天数15%20%工厂提供的最终发运PMD数据(与总部维保部核实)Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:7 / 17评估类型标准定义项目管理调试技术数据源附加无脚手架安装安全评分无脚手架安装梯台的安全评分100%-总部安全部提供的安全评分信息评估类型标准定义权重数据源项目管理调试技术重点项目移交质量包括质量检验得分及 S 项检验，其中 S 项一次检验不通过

47、则该梯台奖归零！;S 项检验一次通过，则以附重 50%进行50%+50%55%+50%依据总部质量部提供之检验逾期应收款除质保金外合同约定设备及安装合同/调试协议款项均已到账且不存在坏账30%30%财务部确认项目收款及坏账情况重点项目业绩评价由总部重点项目经理和安装经理在重点项目梯台移交维保后进行整体考评，双方占50%评价权重20%10%重点项目业绩评价表合格的舒适感测试额定速度4m/s电梯按实际提供的合格测试进行考评，额定速度3.5m/s的电梯按最终移 交质量得分90分进行考评；扶梯按移交质量得分95分进行考评-5%舒适感测试Incentive Program for Branch New

48、Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:8 / 17Assessment TypeStandardDefinitionWeightData SourceProject ManagementnelAdjusting Techni nThird PartyInstallationOTD_FieldFull delivery date = Delivery date(confirmed by Field & Plant)20%-Final deliveryreport fromAssessment Typ

49、eStandardDefinitionWeightData SourceProject ManagementnelAdjusting Techni nOrdinary ProjectOTD_FieldFull delivery date = Delivery date (confirmed by Field & Plant)10%-Final delivery report from Plant(Delivery date: shipment date confirmed with customer by Branch inwritten)Handover QualityInclude qua

50、lity inspection score, S item inspection, S item will be counted as additional weight 50%. If the unit is not able to pass the second inspection of S item, the whole unit bonus will becancelled.50%+50%55%+50%Inspection report from HO Quality Dept.Installation PeriodFinal delivery date - Handover to

51、Service date10%15%Final delivery report from PlantPMD (checkwith HO Service Dept.)ORAll the contractual accounts (excl. insurance)for equipment,miscontracts30%30%Branch Finance Dept. confirms the collection andbad debts.Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect D

52、ate: 2015/4/1页码 Page:9 / 17Assessment TypeStandardDefinitionWeightData SourceProject CoordinationSanfte ProjectOTD_FieldFull delivery date = Delivery date (confirmed by Field & Plant)10%Final delivery report from Plant(Delivery date: shipment date confirmed with customer byBranch inProjectPlant(Deli

53、very date: shipment date confirmed with customer by Branch in written)Handover QualityInclude quality inspection score, S item inspection, S item will be counted as additional weight 50%. If the unit is not able to pass the second inspection of S item, the whole unit bonus will becancelled.50%+50%55

54、%+50%Inspection report from HO Quality Dept.Guaranty ReportProvide final guaranty management report on the basis of unitual implemen ion15%25%Third party installation safety and guaranty calculationtableInstallation PeriodFinal delivery date - Handover to Service date15%20%Final delivery report from

55、 PlantPMD (check with HOService Dept.)Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:10 / 17Assessment TypeStandardDefinitionWeightData SourceProject ManagementnelAdjusting Techni nMajor ProjectHandover QualityInclude quality inspection score, S

56、item inspection, S item will be counted as additional weight 50%. If the unit is not able to pass the second inspection of S item, the whole unit bonus will becancelled.50%+50%55%+50%Inspection report from HO Quality Dept.ORAll the contractual accounts (excl.30%30%Branchwritten)Handover QualityInclu

57、de quality inspection score, S item inspection, S item will be counted as additional weight 50%. If the unit is not able to pass the second inspection of S item, the whole unit bonus will becancelled.55%+50%Inspection report from HO Quality Dept.Guaranty DeitReportProvide final guaranty management r

58、eport on the basis of unitual implemen ion15%Third party installation safety and guaranty calculationtableCycle from delivery toernment inspectionpassedCycle from full delivery date to get localernment inspection10%Final delivery report from Plant;ernment inspectionfromBranchReturned Parts RateBroke

59、n parts returned to MFG No./ MFG required Branch return Parts No.(according to the policy)10%Collected by HO Quality Dept.Incentive Program for Branch New Equipment Installationnel版本 Ver: C生效日期 Effect Date: 2015/4/1页码 Page:11 / 173评分标准 Scoring Standards标准评分说明发货准时率权重得分100%发货准时率准时单台偏离0%质量检验得分权重得分90608

60、9100%质量权重表600%移交质量单台S 项检验附重得分一次检验通过100%注：S 项一次检验不通过则该梯梯台奖整体归零！insurance)for equipment,miscontractsFinance Dept. confirms the collection andbad debts.Major project performance evaluationHQ major project manager and branch NI manager will do the overall evaluation after the hand- over of major project