Siebel Performance Management Guide > Setting Up Compensation Planning >

Generating and Releasing Compensation Plans

After you complete the planning cycle definition, Siebel Performance Management generates the actual compensation plans. The compensation plan generation process creates a plan for each manager participating in the planning process, according to the compensation plan rollout settings. For more information, see Defining the Compensation Plan Rollout.

NOTE:  The plan creation process should only be run in a server environment. Running the plan creation process on a mobile or dedicated client is not recommended.

After you complete the plan creation process, lock the planning cycle to release the generated compensation plans so that managers can begin planning. Do not lock planning cycles locked until after the cycles have been verified as ready for release.

This task is a step in Process of Setting Up Compensation Planning.

To generate compensation plans

1. Navigate to the Administration - Compensation Planning screen > Compensation Plan Rules Administration view.
2. From the visibility filters, select Planning Cycles.
3. In the Planning Cycles list, select the planning cycle, and then click Create Plans.
   • During compensation plan creation, a status of In Progress appears in the Status field. When the compensation plan creation process is completed, Done appears in the status field.
   • After the plans are created, they are accessible in the All Compensation Plans view. The plans must be released so that managers can begin the planning process.

CAUTION:  Running the plan creation process for a planning cycle that is locked results in the unrecoverable loss of any previously planned compensation within that planning cycle.

To release compensation plans

1. Navigate to the Administration - Compensation Planning Administration screen.
2. From the visibility filters, select Planning Cycles.
3. In the Planning Cycles list, query for the compensation plan.
4. In the compensation plan record, change the status to Locked in the Status field.