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Siebel Incentive Compensation Administration Guide > Plan Design >

Associating Rules with Plans

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You can associate one or more rules with a plan. You can also specify the start and end dates, associate a quota with a plan rule, associate compensation groups with the plan rule, and indicate whether or not the plan rule is a default plan rule for compensation plan participants.

To associate a rule with a plan

From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Plans.
In the Plans list, select a plan, and then drill down on the hyperlink in the Name field.
Click the Plan Rules view tab, and in the Plan Rule list, click New.
In the Plan Rule form, click the select button in the Name field.
In the Pick Rule dialog box, select the rule you want to add to your plan, and then click OK.
Complete the remaining fields in the Plan Rule form.

Many fields (Type, Transaction Level, Payment Type, and applicable performance measures and filters, and so on) are automatically completed when you select the rule. To change any of these fields, you must change the rule itself in the Compensation Administration > Rules view.

NOTE:  If you do not want the rule to be active for the entire plan period, change the Start and End fields to reflect the dates for the plan rule.

The following table describes some of the fields.

Field	Comments
Default	This check box indicates whether or not the plan rule is the default plan rule for plan participants. For more information, see Designating the Plan Rule as the Default.
End	End date of the plan rule. The default is the end date of the plan.
Estimable	This check box indicates whether or not the plan rule can be used for estimating compensation by plan participants.
Filters	Select one or more filters for your rule.
Groups	Associate one or more compensation groups with the plan rule, for plan rules where the Participant Level is Group. The compensation group must be created in Compensation Administration > Groups.
Linked Plan	Displays the plan of the linked plan rule. The field is populated when you select an associated plan rule. You can create compensation plans that use the calculation of one rule plan within another plan rule. The first performance measure of one plan rule provides the calculation for a second performance measure defined on the other plan rule. This allows you to calculate compensation using two plan rules that may have different attributes.
Linked Plan Rule	Select the plan rule that you want to link to this plan rule. Performance measure 1 of the linked plan rule is used as performance measure 2 for the selected rule.
Multiplier Plan	Displays the plan of the plan rule that serves as the multiplier of this plan rule. The field is populated when you select a multiplier plan rule.
Multiplier Plan Rule	Select a plan rule that you want to serve as the multiplier of this plan rule.
Plan Quota	If the plan rule has a Performance Measure equal to %Quota or Cumulative %Quota, you must select a quota for the plan rule. A quota with a Measure Period should have same type of Measure Period as the associated Rule. The quota must already have been added to the compensation plan, in the Compensation Administration > Plan Quotas view.
Start	Start date of the plan rule. The default is the start date of the plan.
Target Incentive	The target incentive (numeric currency field) for a sales representative. A target incentive is a component of a plan participant's salary or another amount. It can be static or variable, and generally represents the expected earnings at 100% performance. A variable target incentive can change daily. You can set the calculation engine to compute the target incentive value at run time or run a separate process to calculate variable targets.
Target Incentive Script	Name of a script that is executed at run time to create a variable target incentive.

Designating the Plan Rule as the Default

You designate a plan rule as the default by selecting the default check box in the plan rule record. You can remove the default flag by clearing the check box.

If the plan rule is not the default, you must add it to participants' incentive lists. When you associate a plan rule with a plan and the Default check box is selected and you select the participants for the plan, the rule continues to apply to the participants even if you clear the check box in the Plan Participants view.

To define a plan rule as the default

From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Plans.
In the Plans list, select a plan, and then drill down on the hyperlink in the Name field.
Click the Plan Rules view tab, and in the Plan Rules list select a plan rule.

Click New to create a new plan rule.

In the Plan Rule record, select the Default check box to designate the plan rule as the default.

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