Table 24. Personalizing Plan and Plan Rule Elements
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Personal Plan |
Effective dates are specific for each participant. You can change the default draws, caps, and rules. Personalizing a Compensation Plan Cap. |
Personal Plan Rule |
You can add or remove a personal plan rule by changing the Default check box value. The payout factor, sales territories, target incentives, and target incentive scripts can be changed. For more information, see Personalizing a Compensation Plan Rule. |
Personal Plan Rule Filters |
You can add or remove personal plan rule filters. For more information, see Personalizing a Compensation Plan Rule Filter. |
Personal Plan Rule Filter Definitions |
You cannot change personal plan rule filter definitions. |
Personal Plan Rule Rate Table |
You cannot add or remove personal plan rule rate table records. You cannot change attributes. |
Personal Plan Caps |
You can add, remove, and modify effective date, amount-quantity, and amount-percentage in personal plan caps. For more information, see Personalizing a Compensation Plan Cap. |
Personal Plan Rule Caps |
You can add, remove, and modify effective date, amount-quantity, and amount-percentage in personal plan rule caps. For more information, see Personalizing a Compensation Plan Rule Cap. |
Personal Plan Draws |
You can add, remove, and modify effective dates and the amount in personal plan draws. For more information, see Personalizing a Compensation Plan Draw. |
Personal Plan Hurdles |
You cannot directly add or remove personal plan hurdles. However, you can nullify a hurdle definition. |
Personal Plan Hurdle Definitions |
You can add, remove, and change personal plan hurdle definitions. For more information, see Personalizing a Compensation Plan Hurdle Definition. |
Personal Plan Rule Hurdles |
You cannot add or remove personal plan rule hurdles. However, you can nullify the definition. |
Personal Plan Quota |
You can add, remove, modify, and replace a personal plan quota if no plan quota uses it. For more information, see Personalizing a Compensation Plan Quota. |
Personal Plan Quota Skew |
You cannot personalize this skew or any other skew. |
Personal Plan Rule Quota |
You cannot personalize a personal plan rule quota. It exists just as field in the plan rule. |
Personal Plan Rule Quota Skew |
You cannot personalize this skew or any other skew. |
Personal Plan Rule Territory. |
You can personalize the territory associated with the plan rule. For more information, see Personalizing a Compensation Plan Rule Territory. |