Siebel Employee Relationship Management Administration Guide > Setting Up Compensation Planning >

Generating and Releasing Compensation Plans

After the planning cycle definition is completed, the actual compensation plans are generated. The compensation plan generation process creates a plan for each manager participating in the planning process, in accordance with 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.

When the plan creation process is complete, the planning cycle is locked, releasing the generated compensation plans so that managers can begin planning. Planning cycles should not be 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. From the application-level menu, choose Navigate > Site Map > Administration - Compensation Planning > Compensation Plan Rules Administration.
2. From the visibility filter, 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. From the application-level menu, choose Navigate > Site Map > Administration - Compensation Planning Administration > Budgets.
2. From the visibility filter, select Planning Cycles.
3. In the Planning Cycles list, locate the compensation plan.
4. In the compensation plan record, change the status to Locked in the Status field.