Siebel Incentive Compensation Administration Guide > Compensation Tracking >

Reviewing a Calculation Run


The Calculation Runs view allows you to view the plans, plan rules, and plan participants used to calculate compensation for a particular calculation run. It also shows the status of the compensation plan and participants in the plan. You can use this information to make sure the required plans and rules are being used for calculating compensation.

To view a calculation run

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Calculation Runs.
  2. In the Calculation Runs list, select the calculation run to be reviewed, and drill down on the hyperlink in the Name field.

    The following table describes the fields in the Calculation Run form.

    Field
    Comments

    Aggregate Run Criteria

    This text field is used to define search criteria for the run based on fields in the Achievement Containers Workbook.

    Archive for Release

    Selecting the check box sets the flag to archive the current calculation run for the release. The check box is not selected by default.

    Calculate Target Incentive

    If the check box is selected, a target incentive is calculated. By default, the check box is not selected.

    Calculation Run Sequence

    This read-only field shows the calculation run sequence.

    Complete Date

    This read-only field shows the completion date for the selected calculation run.

    Currency Exchange Date

    You can enter or select a date for a currency exchange for the current calculation run.

    Description

    This text field is used to provide information about the calculation run.

    Dirty Cap and Draw Balance

    If the check box is selected, the current calculation run includes cap or draw balances that are dependent on another calculation run, which has been replaced.

    End

    This read-only field shows the calculation run end date.

    Include Draw

    When selected (default), the draw is included in the calculation run.

    Name

    The name of the plan.

    Quota Attainment Only

    When the check box is selected, quota attainment applies. By default, the check box is not selected.

    Period

    This read-only field shows the period for the calculation run.

    Period Type

    The measurement type of the period (for example, month).

    Release Date

    This read-only field shows the release date for the current calculation run.

    Releasable

    This check box indicates whether or the current calculation run is releasable.

    Released

    This check box indicates whether or the calculation run is released. The check box is not selected by default.

    Replace

    The calculation runs to be replaced by the current run.

    Replace Type

    The type of run replacement. Accept the default (clear field) or choose Erase and Replace or Replace.

    Replaced

    This check box identifies calculation runs that were replaced by the current run.

    Replaced By

    The calculation run that replaced this run.

    Replaced Status

    This read-only field shows the replaced status of the current calculation run.

    Run Criteria

    Text field used to define search criteria based on fields in the Calculation Workbook.

    Run Date

    This read-only field show the run date for the calculation run.

    Start

    This read-only field shows the starting date for the calculation run.

    Visible

    When the check box is selected, calculation run results are visible. The check box is not selected by default.

    Year-to-Date Run

    When the check box is selected, the current run is a YTD calculation run. The check box is not selected by default.

  3. Click the view tabs to view additional details about Calculation Run Plans, Calculation Run Plan Participants, and Calculation Run Plan Rules.

    For more information on Calculation Runs, see Running the Compensation Calculation Engine.

Siebel Incentive Compensation Administration Guide