Siebel Incentive Compensation Administration Guide > Plan Design >

Personalizing a Compensation Plan Rule Filter

The following procedure describes how to personalize a plan rule filter.

To personalize a plan rule filter

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Plans.
  2. In the Plans list, select the plan, and then drill down on the hyperlink in the Name field.
  3. Click the Participants view tab, and in the Participants list, select a participant.
  4. In the participant record, drill down on the hyperlink in the Last Name field.

    5. The Personal Plan form appears with view tabs.

  5. Click the Rules view tab, and in the Rules list, click Query.
  6. In the query form, click the select button in the Name field.
  7. In the Pick Rule dialog box, select the plan rule, and then click OK.
  8. Scroll down to the Personal Plan Rule form, and click the select button in the Filters field.
  9. In the Pick Filter dialog box, select the filter, and then click OK.

 Siebel Incentive Compensation Administration Guide 
 Published: 18 April 2003