Siebel Incentive Compensation Administration Guide > Compensation Tracking >

Reviewing Calculation Details

The Calculation Detail view shows how the compensation amount was calculated. For example, after the calculation engine runs, you might have a calculation amount listed in the Gross Earnings field for $50,000. To better understand how that $50,000 was calculated, you can drill down on the Last Name field for that record, see which rules were used to calculate that amount, and see the rate used from the rate table. This helps you verify that the right rules and rates were used to calculate the compensation amount.

In Figure 21, you can see that sales representative Terry Smythe was paid a compensation amount of $1,732.50. By looking in the Compensation Details list in the Compensation view, you can see details of each plan rule, including the type of rule, the rate used, and the performance measures.

Figure 21.  Calculation Detail Form

To view calculation detail

1. From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Calculation Workbook.
2. In the Participants list, select the employee for whom you want to view details, and drill down on the hyperlink in the Last Name field.

   The Calculation Workbook form appears, with the Calculation Details and Calculation Detail subview.

3. In the Calculation Details list, select a record, and then scroll down to the Calculation Detail form.
4. In the Calculation Detail form, click the show more button.

   The Calculation Detail form is expanded, showing more fields.

   The following table describes the fields.

   Field	Comments
   Award Earned	A description of the award.
   Calculated Target Incentive	The target incentive that was calculated by the Plan Rule.
   Calculation	The Rate Calculation Formula from the Plan Rule, if there was one.
   Comments	A text field for comments.
   Gross Earnings	The employee's gross earnings for the selected Plan Rule.
   Gross Earnings (Admin's Currency)	The gross earnings displayed in the divisional currency of the person logged into the Calculation Workbook view. Typically, this person is the compensation administrator.
   Gross Earnings Eligible Amount	The gross earnings, less earnings from any transaction where the Eligible Payment check box flag is set to false (cleared).
   Groups	Name of the group associated with the plan rule.
   % Payout Factor	The payout factor that was applied at the Plan Participant level. Compensation calculated by the Plan Rule Rate Table is multiplied by this factor to compute the gross earnings.
   % Prorate	The ratio of Payment Amount to Total Order Revenue.% Prorate does not relate to Quota Prorate.
   Plan	The name of the compensation plan.
   Plan Rule	The name of the plan rule associated with the compensation plan.
   Plan Rule Measure 1	The primary performance measure for the plan rule.
   Plan Rule Measure 2	The secondary performance measure for the plan rule, if any.
   Quota Target Amount	Dollar amount against which the quota attainment is calculated. This only applies to rules with a % Quota or a Cumulative % Quota performance measure.
   Quota Target Qty	Number of units against which the quota attainment is calculated. This only applies to rules with a % Quota or a Cumulative % Quota performance measure.
   Plan Rule Rate Used	The rate used for calculating compensation. Where more than one tier has been used in a calculation, the Rate Used will be the rate applied at the lowest tier.
   Record Type	The type of transaction. Options are System Add, Manual Add, or Adjust. Manual Add is for records created manually and Adjust is for an adjustment record in the Transaction Workbook. The default is System Add when imported through the server process.
   Score 1	Score used to calculate compensation for Bonus-Other Results rule.