Siebel Incentive Compensation Administration Guide > Compensation Tracking >
Reviewing Plans Associated with an Employee (Manager)
A manager can review the compensation plans associated with an employee using the Plans view. To review plans associated with an employee
- From the application-level menu, choose View > Site Map > Incentive Compensation > My Team's Compensation.
- In the Participants list, select the employee whose plans you want to review, and then click the Plans view tab.
- In the Plans list, select the plan you want to review, and drill down on the hyperlink in the Name field.
The Personal Plan form appears, as shown in the following figure. The views associated with the view tabs provide additional details on the selected plan.
- Click the Plan Attachments view tab to see a list of attachments (such as reports) associated with the plan.
- Click the Plan Caps view tab to review caps associated with the plan.
The following table describes the read-only fields in the Plan Caps subview.
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|
Amount |
If cap is based on amount, the amount of the cap. |
End |
The end date of the plan cap. |
Frequency |
Frequency with which the cap is applied (for example, monthly). |
Name |
The name of the plan cap. |
% |
The cap percentage. For attainment caps, this represents the percentage of attainment that is the maximum attainment. For payment caps, this represents the percentage of the Target Incentive that will be the maximum payment. |
Performance Measure |
For attainment caps, this represents the performance measure that will be capped. For payment caps, this field is empty. |
Qty |
If the cap is based on quantity, the number of the cap. |
Refundable |
If this check box is selected, the cap is refundable. |
Start |
The start date of the plan cap. |
Type |
The type of cap. |
Unit of Measure |
The unit of measure, either Amount or Quantity. |
- Click the Plan Draws view tab to review draws associated with the plan.
The following table describes the read-only Plan Draw fields.
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|
Amount |
The amount of the draw. |
End |
The end date of the plan draw. |
Frequency |
Frequency with which the draw is applied (for example, monthly). |
Name |
The name of the plan draw. |
Start |
The start date of the plan draw. |
Type |
The type of draw, either recoverable or not recoverable. |
- Click the Plan Hurdles view tab to review any hurdles associated with the plan.
The following table describes the read-only Plan Hurdles fields.
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|
End |
The end date of the plan hurdle. |
Filters |
Any filters associated with the hurdle. |
Name |
The name of the plan hurdle. |
Performance Measure |
The measurement type (for example, customer satisfaction). |
Start |
The start date of the plan hurdle. |
Type |
The type of hurdle (for example, Bonus-Other Results). |
- In the Plan Hurdles list, select a hurdle, and drill down on the hyperlink in the Name field to view the hurdle definition.
- In the Plan Hurdles Definition form, review the fields.
The following table describes the fields.
|
|
Comparison |
The ratio used for comparison (for example, <, <=, =, =>, and >). |
Value |
The value that must be met. |
End |
The end date of the plan hurdle period. |
Performance Measure |
The hurdle measurement type (for example, customer satisfaction). |
Period |
The hurdle definition period. |
Start |
The start date of the plan hurdle period. |
- Select the Plan Quotas view tab to review the quotas associated with the plan and the Quota Periods for the quota.
A quota can be spread over the plan period and may be skewed to reflect traditionally high volume or slow times of the year. The Quota Periods show the quota spread.
The following table describes the read-only Plan Quotas fields.
|
|
End |
The end date of the plan quota. |
Name |
The name of the plan quota. |
Performance Measure |
The measurement type (for example, revenue). |
Prorate |
The quota prorate factor that can be applied for a plan participant. The calculation engine uses this factor to prorate the quota. |
Sales Hierarchy |
The name of the sales hierarchy with which the plan quota is associated, if any. |
Start |
The start date of the plan quota. |
Status |
The status of the Plan Quota, either Accepted or Rejected by the participant. |
Target Amount |
The amount of the quota, if applicable. |
Target Qty |
The quantity of the quota, if applicable. |
Territory |
If the quota is associated with a territory, the name of the territory. |
The following table describes the read-only Quota Periods fields.
|
|
End |
The end date of each quota period. |
Name |
The name of each quota period, usually descriptive of the measurement period (for example, Jan. 2003). |
Percent |
The percentage of the quota applied to the quota period. |
Start |
The start date of the quota period. |
Period Amount |
If the quota target is measured in Amount, the amount of the quota applied to this period. |
Period Qty |
If the Quota Target is measured in Quantity, the number of the quota quantity applied to this period. |
- Click the Plan Rules view tab to review the plan rules associated with the plan.
The following table describes the read-only Plan Rules fields.
|
|
End |
The end date of the plan rule. |
Description |
A description of the plan rule. |
Filters |
Filters associated with the plan rule. |
Name |
The name of the plan rule. |
% of Payout Factor |
The results of the plan rule are multiplied by the % of Payout Factor to determine the final gross earnings for the rule. |
Start |
The start date of the plan rule. |
Target Incentive |
The target incentive amount of the plan rule. |
Target Incentive Script |
Name of the Target Incentive script that calculates the target incentives, if applicable. |
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