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This guide also applies to on-premise implementations
Title and Copyright Information
1 About This Guide
Audience and Scope
Manage Incentive Compensation: Overview
3 Incentive Plans Overview
Model and Configure Incentive Plans: Overview
Incentive Compensation Plans, Plan Components, and Performance Measures: How They Work Together
Incentive Compensation Expressions: Explained
Enabling Table Columns as Attributes for Incentive Compensation Processing: Procedure
Delivered Incentive Compensation User-Defined Functions: Explained
Enabling Attributes to Pass as Input Parameters for User-Defined Functions: Procedure
Adding Custom Functions to the Expression Builder User Defined Functions Menu: Procedure
Creating Incentive Expressions with User-Defined Functions: Procedure
Handling Explicit Plan Component and Performance Measure References in User-Defined Function Expressions: Procedure
FAQs for Expressions
How can I enable an attribute to show in the incentive compensation expression builder?
5 Plans and Plan Components
Incentive Compensation Plans: Explained
Incentive Compensation Plan Primary Details: Points to Consider
Incentive Compensation Plan Components: Overview
Calculate Incentive: Points to Consider
Incentive Compensation Calculation Phase: Points to Consider
Adding Plan Components to Incentive Plans: Points to Consider
Terms and Conditions: Explained
FAQs for Plan Components
What's payment made through third party?
When do I change the default calculation sequence of plan components associated with an incentive compensation plan?
How can I add the same plan component, with different date ranges, to an incentive compensation plan?
6 Performance Measures
Performance Measures: Explained
Performance Measure Goals: Points to Consider
Incentive Compensation Goal Distribution: Points to Consider
Credit Category Factors: Points to Consider
Using Individual or Grouped Transactions in Attainment Calculations: Critical Choices
Calculating Incentive Compensation Attainment by Individual Transaction: Examples
Calculating Incentive Compensation Attainment by Grouped Transactions: Examples
Expression to Calculate Incentive Compensation Attainment: Examples
Converting Measure Attainment to a Score: Procedure
Calculating Monthly Product Bonuses with a Scorecard: Worked Example
Adding Measures to Plan Components
Adding Performance Measures to Plan Components: Points to Consider
Using Measure Weights in Calculations: Examples
FAQs for Performance Measures
Can I provide alternate incentive compensation targets such as stretch goals?
Why can't I enter a date range for a performance measure or plan component?
When do I change the default calculation sequence of performance measures associated with a plan component?
Can I override attributes for a performance measure?
7 Rate Tables
Incentive Compensation Rate Table: Points to Consider
Incentive Compensation Rate Dimensions: Points to Consider
Incentive Compensation Dynamic Tier Expressions for Rate Table: Example
Adding Rate Tables and Scorecards
Adding Rate Tables to Plan Components: Points to Consider
Splitting Incentive Compensation Input Numbers Across Rate Tiers: Critical Choices
Calculating Incentive Compensation Earnings Using Interpolated Rate: Examples
Calculating Incentive Compensation Earnings Using Step Rate: Examples
FAQs for Rate Tables
What happens if the low value of a tier equals the high value of the previous tier?
What happens if I edit individualized incentive compensation rate table rates?
8 Incentive Formula and Earnings Calculation
Plan Component Incentive Formula: Explained
Expression to Calculate Incentive Compensation Earnings: Examples
Calculating Quarterly Earnings Using Measure Formula Output as a Hurdle: Worked Example
9 Plan Objectives
Incentive Compensation Plan Components, Performance Measures, and Objectives: How They Work Together
Modeling Objectives Plans: Examples
When are plan objectives assigned to the participant?
Why is the current objectives assessment score different from the credit amount?
Objectives Assessment Templates
Creating an Objectives Template: Procedure
How can I retire an objectives template?
Assessment Template Components: How They Fit Together
Setting Up Assessment Templates: Points to Consider
What happens if I include a free-form response for a question?
What's a question group?
Why am I being asked to enter question weights again?
Assessment Template Status Codes: Explained
Assessment Template Score Range: How It's Calculated
10 Plan Validation, Approval, Export, and Import
Social Networking with Incentive Compensation Plan Design: Explained
Incentive Compensation Plan Document Approval and Acceptance Process: How It's Configured
Exporting an Incentive Compensation Plan: Explained
Importing an Incentive Compensation Plan: Procedure
FAQs for Plan Validation
Why isn't the incentive compensation plan valid for calculation?
Why isn't the plan component valid for calculation?
What happens if I use a plan component that isn't valid for calculation, in an incentive compensation plan?
Why isn't the performance measure valid for calculation?
What happens if I use a performance measure that isn't valid for calculation in a plan component?
FAQs for Plan Approval, Export, and Import
Can I edit the incentive compensation plan document?
What happens with incentive compensation plan approval if a participant has multiple assignments?
11 Worked Examples for Incentive Plans
Calculating Monthly Bonuses Based on Quota Attainment: Worked Example
Calculating Monthly Bonuses Using Blended Attainment: Worked Example
Calculating Monthly Bonuses Using a Weighted Score: Worked Example
Calculating Quarterly Bonuses Using a Multidimensional Rate Table: Worked Example
Calculating Monthly Commissions Based on Percentages of Generated Revenue: Worked Example
Calculating Monthly Commissions Using As-Of Attainments for the Interval (True-Up Calculations): Worked Example
Calculating Monthly Bonuses Using True Up: Worked Example
Calculating Biweekly Earnings Using a Score with a User-Defined Function to Find Adjustment Factor: Worked Example
Calculating Quarterly Bonuses using an External Formula to Find Ranking: Worked Example
12 Participant Imports
Importing Participants, Details, and Goals: Overview
Incentive Compensation Participants: How They Are Imported
Incentive Compensation Import Participants Parameters
Importing and Updating Participant Details into Incentive Compensation: Procedure
Importing Participant Goals for Incentive Compensation: Procedure
Importing Quota Management Goals for IC Participants: Procedure
13 Participant Assignments
Managing Participant Assignments: Overview
What's an incentive compensation role?
Incentive Compensation Mass Assignments by Role or Direct Assignment to Individuals: Points to Consider
What happens if I assign a participant to the same incentive compensation plan directly and also with a role?
Deploy Incentive Plans Process: How It Handles Assignments
Participant Assignment: Example
Pay Groups: Points to Consider
Individualizing Compensation Plans and Plan Components: Points to Consider
Social Networking with Incentive Compensation Participant Details: Explained
FAQs for Participant Assignments
Can I review any incentive compensation participant's information?
How can I avoid duplicate incentive compensation plan assignments?
Why wasn't my incentive compensation assignment created?
What happens if I edit an incentive compensation assignment date?
What's the difference between end dating and deleting incentive compensation assignments?
What happens if I edit an individualized incentive compensation goal?
What happens if I deselect an individualize check box?
Can I customize details for some participants if the individualize parameters are set to No?
Can I edit the overview content for the Participant Snapshot and Sales Compensation work areas?
14 Processing Currencies
Incentive Compensation Currency Parameters: Critical Choices
Importing Currency Conversion Rates for Incentive Compensation: Procedure
Editing Participant Home Currency: Procedure
Editing Participant Home Currency: Example
FAQs for Processing Currencies
Why did I get an error about participant currency?
15 Import and Collection Processing
Importing and Collecting Source Transactions for Incentive Compensation: Overview
Prerequisite Setup Before Importing and Collecting Transactions: Explained
Importing Transactions for Incentive Compensation: Procedure
Importing Transactions for Incentive Compensation Using File-Based Data Import: Procedure
Transaction and Credit Collection Processing: Explained
Collecting Transactions and Credits: Examples
Transaction and Credit Collection Errors: Explained
FAQs for Import and Collection Processing
How can I transform the data while it is collected to the incentive compensation transaction table from staging?
What happens if I collect a transaction or credit that was adjusted in the source application?
What happens if I collect a transaction or credit that was canceled in the source application?
16 Credit, Rollup, and Classification Overview
Incentive Compensation Transaction Processing: Overview
Credit, Rollup, and Classification: Overview
17 Credit, Rollup, and Classification Parameters
Crediting and Rollup Parameters: Critical Choices
Rollup Crediting Using the Credit Hierarchy: Points to Consider
Classification Parameters: Critical Choices
18 Credit, Rollup, and Classification Rules
Qualifying Criteria and Rule Hierarchy: How They Work Together
Organizing Qualifying Criteria within the Rule Hierarchy: Points to Consider
Named Account Attributes Delivered with Incentive Compensation
Incentive Compensation Rule Ranking and Number of Winners: Explained
Credit Categories: How They Work with the Classification and Calculation Processes
Creating a Classification and Credit Category Hierarchy: Worked Example
Creating a Catchall Classification Rule: Example
Creating an Independent Credit Category Hierarchy: Procedure
Deploying Incentive Compensation Rules: Procedure
Exporting Incentive Compensation Rules: Explained
Importing Incentive Compensation Rules: Procedure
FAQs for Credit, Rollup, and Classification Rules
What's the best way to maintain incentive compensation rules?
How can I move an incentive compensation rule in the hierarchy?
When do I include incentive compensation business units in, or exclude them from, the credit and rollup hierarchy?
What happens if I select receive direct credit?
What's a Split Percent?
19 Credit, Rollup, and Classification Processing
Including Indirect Credits for Incentive Compensation: Points to Consider
Direct and Rollup Credit Transactions: How They Are Created
Cross-Business-Unit Crediting and Rollup Processing: Example
Incentive Compensation Team Credit Rules: How They Are Processed
Credit Transaction Adjustments: Explained
Base and Credit Transactions: How They Are Classified
Overriding Classification, Crediting, and Rollup Processing Codes: Explained
FAQs for Credit and Rollup Processing
What happens if I edit an incentive compensation rollup credit receiver after processing?
What happens if I edit an incentive compensation team or team member after processing?
What happens if I roll up incentive compensation credit to a parent?
20 Calculation Processing
Grouping Transactions for Processing: Explained
Changed Events Log: Explained
Calculation Request Parameters: Points to Consider
What's include reporting participants?
What happens if an incentive compensation plan status changes after I create the calculation request, and before I submit the request?
Incremental Calculation: Events It Considers
Participant Earnings: How They Are Calculated
Calculated Incentive Earnings: Examples
21 Incentive Calculation Errors
Incentive Calculation Failures: Explained
Eligibility Errors Correction: Explained
22 Payment Plans
Managing Pay Groups and Payment Plans: Overview
Incentive Compensation Payment Entities: How They Work Together
Creating Payment Plans: Procedure
Preventing Negative Payments: Procedure
Allocating Draw and Recovery Amounts Using Incentive Payment Plan Categories: Example
Incentive Compensation Draw and Recovery: Example
FAQs for Payment Plans
Why can't I delete incentive compensation pay group and payment plan assignments?
Can I edit the payment plan category?
Can I override attributes for a participant's incentive compensation or payment plan?
Can I override a draw or recovery amount for the participant's incentive payment plan?
How can I extend or shorten the draw period for a participant?
What happens if I edit an incentive payment plan start or end date?
23 Payment Processing
Incentive Payment Parameters: Points to Consider
Paying Incentive Compensation Participants: Procedure
Exporting Incentive Compensation Payments: Procedure
Payment Batch Statuses and Security Definitions: Explained
Incentive Compensation Participant Paysheets: How They Are Approved
Incentive Compensation Participant Subledger Balances: Explained
Holding and Releasing Incentive Payment Transactions: Explained
FAQs for Payment Processing
What's a payment acknowledgment?
How can I give a participant's incentive compensation payments to a third party payee?
What happens if I edit the incentive payment or recovery amount?
What happens if I edit interval numbers after using them in incentive compensation processing?
Why are the incentive compensation balances not reflecting my edits?
What's the difference between creating a payment batch for selected or all participants?
Can I hold all payments for a participant?
Can I hold or release all incentive payments for more than one participant?
Can I delete multiple incentive paysheets at the same time?
What happens if I delete paysheets in an unpaid payment batch?
24 Dispute Management
Dispute Management and Approval Actions: Explained
FAQs for Dispute Management
How can I hold an incentive compensation earning if it is in dispute?
How can I escalate my dispute?
How can I set up incentive compensation dispute rules?
25 Mobile Commissions
Oracle Mobile Commissions: Overview
Installing the Oracle Mobile Commissions iPhone Application: Procedure
Installing the Oracle Mobile Commissions Android Application: Procedure
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