USR referral programme

Refer a business. Grow with USR.

Know a company that needs better performance management? Introduce them to us. They get their implementation fee waived, and you move up to a better USR plan.

No forms, no paperwork. One email is enough.

What a referral gets you

On Essential PMSMove up to OKR Stars
On OKR StarsMove up to aim performance
On aim performanceUp to 30% off your next renewal
The company you referImplementation fee waived
Both sides win

A better plan for you. A lower start-up cost for them.

The company you refer

Implementation fee waived

They start on any USR plan without the one-time implementation fee, which is normally one month of subscription per user. Our team still sets up their company, templates and integrations in full.

You, the referring HR

Move up a plan, or save on renewal

Once they pay their first invoice, you move up to the next USR plan at your current price for 3 months, then keep it at 25% off. Already on aim performance? Get up to 30% off your next renewal.

Your reward ladder

Every referral moves you one step up

Your reward depends on the plan you are on today. Keep referring and keep climbing.

Step 1 You are on Essential PMS You move up to OKR Stars
  • OKR Stars at your current Essential price for 3 months
  • Then keep OKR Stars at 25% off, for as long as you stay with USR
  • Or return to Essential any time, with no data loss
Step 2 You are on OKR Stars You move up to aim performance
  • aim performance at your current OKR Stars price for 3 months
  • Then keep aim performance at 25% off, for as long as you stay with USR
  • Or return to OKR Stars any time, with no data loss
Top plan You are on aim performance You save on your renewal
  • Discount on your next renewal equal to 20% of what the referred company pays in its first year
  • Add more referrals and the discounts add up
  • Up to 30% off one renewal

Already upgraded through an earlier referral? Each extra referral adds 3 more months at your current price, up to 12 months in total.

Referring a business to USR Apps? When they subscribe to a USR app or a partner app through us, you get 3 months of any USR-built app free. Explore USR Apps →

Example

How the aim performance renewal discount works

The discount follows the value of your referral: a bigger referral earns a bigger discount. Here, a 500-employee company on aim performance refers a 200-employee company that takes OKR Stars on annual prepaid.

Your next renewal

aim performance, 500 employees, annual₹4,80,000
Referred company’s first-year payments₹1,17,600
Your discount, 20% of ₹1,17,600− ₹23,520
Your renewal₹4,56,480
How it works

Three simple steps

1

Introduce us

Click “Refer a business” and send us the company name, contact person and headcount. Or tell your USR account manager.

2

We take it from there

Our team contacts them, runs the demo and sets them up. They start without the implementation fee.

3

You move up

When they pay their first invoice, we apply your upgrade, or note your discount for your next aim performance renewal.

The rules

Simple and fair

  • The referred company must be new to USR: not a current, past or in-progress account.
  • The referred company must have 25 or more employees and pay its first invoice.
  • Your organisation must be a paying USR customer with no overdue invoices.
  • One plan step per referral. Extra referrals add 3 months at your current price, up to 12 months.
  • aim performance renewal discounts add up across referrals, up to 30% of one renewal.
  • Rewards are plan upgrades and renewal discounts only: no cash, no credits, and they cannot be transferred.
  • One reward per referred company: if they take a PMS plan and apps, the PMS reward applies.
  • Referrals between companies in the same group, or self-referrals, do not qualify.
  • USR may update this programme; rewards already earned are always honoured.
FAQ

Questions about referrals

Who can refer?

Any HR leader or team member at an organisation that uses a USR plan: Essential PMS, OKR Stars or aim performance. Consultants, CAs and HR service firms who refer regularly can talk to us about our partner programme.

What happens after the first 3 months on the higher plan?

You keep the higher plan at 25% off its standard price for as long as you stay with USR. If you prefer, you can return to your earlier plan at any time with all your data, goals and review history intact.

When is my reward applied?

As soon as the company you referred pays its first invoice. Plan upgrades are applied from your next billing period; aim performance renewal discounts are applied to your next renewal invoice.

Can I refer more than one business?

Yes, there is no limit on referrals. Each one moves you a step up the ladder, adds 3 more months at your current price, or adds to your aim performance renewal discount, up to 30%.

Can I refer a business to USR Apps?

Yes. If the company you refer subscribes to a USR-built app, such as timesheets or exit management, they get the first month of that app free, and you get 3 months of any USR-built app free for your own organisation. If they subscribe to a partner app through USR, you get the same 3 months once the partner confirms the sale; the partner’s own pricing and offers apply to them. If they take a PMS plan as well, the PMS reward applies instead. Free app months add up to 12 months.

What if the company I refer is already talking to USR?

Referrals count only for companies that are new to us. If they are already a customer, a past customer or in discussion with our team, the referral does not qualify, but we will let you know.

Does the company I refer get the full service?

Yes. Only the implementation fee is waived. They get the same setup, templates, integrations and support as every USR customer on their plan.

Know a company that should hear about USR?

Send us one email. We handle the rest, and you move up a plan when they go live.

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