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Siebel Incentive Compensation Administration Guide
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Introduction
How This Guide Is Organized
Revision History
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Siebel Incentive Compensation Overview
Incentive Compensation Processes
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Plan Design
Designing the Compensation Plan
Business Scenarios for Compensation Plan Design
Sales Manager Group Compensation Scenario
Sales Representative Group Compensation Scenario
Setting Up a Cash Collection Bonus Rule Scenario
Prorating Compensation Earnings Scenario
Recoverable Draw Scenario
Nonrecoverable Draw Scenario
Process for Creating Stand-Alone Plan Elements
Creating a Compensation Plan
Creating a Cap
Creating a Filter
Creating a Hurdle
Incentive Compensation Measures and Rules
Creating a Rule
Creating a Stand-Alone Quota
Creating a Compensation Group and Adding Members
Creating a Recognition Award
Creating Plan Hurdle Criteria
Process for Creating Compensation Plan Elements
Creating a Plan Rule Rate Table
Creating a Multiplier
Creating a Draw for a Compensation Plan
Creating a Target Incentive
Process for Associating Plan Elements with the Plan
Associating a Participant with a Compensation Plan
Designating the Plan Participant as Compensable
Associating a Cap with a Plan
Associating a Quota with a Plan
Associating a Hurdle with a Plan
Associating Rules with Plans
Performing Other Plan Rule Tasks
Associating a Cap with a Plan Rule
Associating a Plan Hurdle with a Plan Rule
Associating a Filter with a Plan Rule
Associating a Plan Rule with a Multiplier Plan Rule
Associating a Territory with a Plan Rule
Associating a Plan Quota with a Plan Rule
Associating a Compensation Group with a Plan Rule
Associating a Recognition Award with a Plan Rule Rate Table
Process for Customizing Plan Rules
Defining the Plan Rule Payout Factor
Defining a Plan Rule as Estimable
Associating a Participant with a Personal Plan Rule
Process for Personalizing a Plan and Plan Rule Elements
About Compensation Plan Personalization
Personalizing a Compensation Plan Rule
Personalizing a Compensation Plan Draw
Personalizing a Compensation Plan Quota
Personalizing a Compensation Plan Hurdle Definition
Personalizing a Compensation Plan Rule Filter
Personalizing a Compensation Plan Cap
Personalizing a Compensation Plan Rule Cap
Personalizing a Compensation Plan Rule Territory
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Sales Hierarchies
Managing Sales Hierarchies and Territories
Business Scenarios for Sales Hierarchies
Example Processes for Sales Hierarchies
Creating a Sales Hierarchy
Creating a Sales Hierarchy Version
Creating a Territory
Adding a Position to a Territory
Adding a Crediting Rule to a Territory
Associating Territories with a Sales Hierarchy Version
Validating Sales Hierarchy Components
Submitting a Territory for Approval
Submitting a Sales Hierarchy Version for Approval
Submitting a Sales Hierarchy Version for Expiration
Designating a Crediting Rule as Expired
Performing Owner and Delegated Administrator Tasks
Approving a Submitted Territory (Manager)
Reviewing a Sales Hierarchy (Manager)
Approving a Sales Hierarchy Version (Manager)
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Sales Crediting
Sales Credit Assignment
Sales Crediting Components
Sales Credit Assignment (SCA) Rules
Sales Credit Assignment Operations
Sales Crediting Support Operations
Business Scenario for Sales Crediting
Example Process for Sales Crediting
Restarting the Sales Crediting Engine
Verifying Credit Assignment Component Group Enabled
Running the Rule Manager Business Service
Setting Up Assignment Manager Server Maps
Verifying Assignment Manager Component State Online
Defining Sales Credit Rules Criteria and Allocation
Modifying a Sales Credit Assignment Rule
Running Sales Credit Assignment Processing
Correcting an Over- or Under-Credit Allocation
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Quotas
Quotas and Compensation
Business Scenario for Quotas
Example Processes for Incentive Compensation Quotas
Creating a Compensation Plan Quota
Associating a Quota with a Compensation Plan
Associating a Compensation Plan Quota with a Plan Rule
Personalizing a Quota Target for a Plan Participant
Spreading a Compensation Plan Quota
Creating Common Quota Factors
Creating a Seasonality Skew for a Quota
Associating a Quota and Quota Target with a Manager
Importing a Quota Target into a Compensation Plan
Revising or Replacing a Quota
Reviewing Compensation Quota Targets (Manager)
Adding a Next-Level Report to a Plan Quota (Manager)
Rolling Down a Quota Target (Manager)
Adjusting Quota Target Amounts for Reports (Manager)
Applying a Quota Factor to a Report (Manager)
Applying a Seasonality Skew to a Quota (Manager)
Rolling Up Modified Quota Targets (Manager)
Reviewing a Quota (End User)
Accepting or Rejecting a Quota Target (End User)
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Compensation Estimation
Compensation Estimation Features
Business Scenario for Estimating Compensation
Example Process for Compensation Estimation
Making Plans and Plan Rules Estimable
Calculating Total Estimated Compensation (End User)
Estimating Compensation for Multiple Opportunities (End User)
Reviewing Quota Achievement Against Target (End User)
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Transaction Workbook Imports and Exports
Transaction Workbook Features
Business Scenario for Transaction Workbook
Example Process Flow for Transaction Workbook
Creating Invoices for Orders to Be Imported
Recording a Payment Against an Invoice
Importing an Order into the Transaction Workbook
Changing a Transaction in the Transaction Workbook
Changing a Transaction Line Item
Adjusting a Transaction Compensation Amount
Canceling a Transaction
Net Change Transactions and the Transaction Workbook
Importing Changed Orders from the Order Module
Adding Net Change Transactions to the Transaction Workbook
Exporting a Transaction to the Calculation Workbook
Reviewing Data in the Calculation Workbook
Exporting Data to the Achievement Container Workbook
Entering Scores in the Employee Workbook
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Achievement Containers
Achievement Containers Features
Advantages of Achievement Containers
Business Scenario for Achievement Containers
Example Process for Achievement Containers
Creating Aggregated Plan Rules
Using Filters with Achievement Containers
Creating Plan Rule Filters and Personal Plan Rule Filters
Creating Team and Personal Team Bonus Plan Rules
Accumulating Achievement Containers
Reviewing Achievement Container Information
Tracing Achievement Containers and Transactions
Performing Daily Attainment Calculations
Integrating Changes with the Achievement Container
Troubleshooting Achievement Container Processes
Reviewing Achievement Records (End User)
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Incentive Compensation Calculations
Compensation Calculation Features
Business Scenario for Calculation Run
Example Process for Compensation Calculations
Setting up the Server Request Processor for Calculations
Creating a New Calculation Run
Specifying Criteria for a Calculation Run
Setting a Dynamic Target Incentive Calculation
Archiving Calculation Run Data for Release
Selecting a Plan for a Calculation Run
Excluding a Compensation Plan
Adding a Calculation Run Plan Rule
Adding a Calculation Plan Participant
Running the Compensation Calculation Engine
Updating a Calculation Run Using Populate Plans
Clearing a Lock on Calculations
Selecting a Calculation Run for an Earnings Replacement
Adjusting Calculated Compensation Manually
Recalculating Compensation
Exporting Calculation Run Data to Excel
Archiving Compensation Plan Data
Releasing Compensation Information
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Compensation Tracking
Tracking Compensation Processes
Business Scenario for Compensation Tracking
Example Processes for Tracking Compensation
Reviewing Incentive Compensation
Incentive Compensation Tracking Views
Incentive Compensation Screen All Compensation View
Reviewing the Total Compensation Paid to an Employee
Reviewing Calculation Details
Reviewing a Calculation Summary
Reviewing an Employee Compensation Calculation
Reviewing Plan Rule Earnings
Reviewing a Calculation Run
Reviewing Plan Rule Achievement Containers
Reviewing All Quota Achievement
Reviewing Total Performance
Running a Compensation Report
Reviewing the Employee Total Compensation (Manager)
Reviewing Total Compensation Paid to Employee
Reviewing an Employee's Performance Against Targets
Reviewing Plans Associated with an Employee (Manager)
Reviewing Total Compensation (End User)
Reviewing the Total Compensation Paid (End User)
Reviewing Assigned Target Quotas (End User)
Reviewing Performance Against Quotas (End User)
Reviewing Cap, Draw, and Hurdle Details (End User)
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Employee Balances and Payment Releases
Employee Balances and Payment Release Overview
Business Scenario for Employee Balances
Example Process for Employee Balances
Reviewing Employee Balances
Viewing Calculation Run Earnings
Releasing Calculation Runs and Employee Balances
Creating a New Payment Release
Adjusting Compensation Balances
Exporting a Payment Release
Reviewing Employee Balances (End User)
Reconciling an Employee Balance (End User)
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Multi-Currency Transactions
Compensation and Multi-Currency Transactions
Compensation Calculation and Currency
Configuring the Currency Conversion Date
Currency Conversion Special Cases
Adjustments Transactions
Estimating Compensation
Quota Setting
Reports and Currencies
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Rate Calculation Syntax
Rate Calculation Syntax
Calculation Workbook Fields and Syntax
Employee Workbook Fields and Syntax
Plan Participant Fields and Syntax
Performance Measure Fields and Syntax
Plan Rule Fields
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Incentive Compensation Server Components
Predefined Siebel Server Component Groups
Incentive Compensation Event Logging
Configuring Server Events
Configuring Component Events
Viewing Event Logs
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Configuring Incentive Compensation
Configuring Filters
Creating a Text-Based Filter
Creating a Table-Based Filter
Creating New Performance Measures
Creating a Custom Bonus-Other Results Performance Measure
Creating a Custom Bonus-Sales Results Performance Measure
Configuring Quota Credit Revenue
Configuring Currency
Configuring the Conversion Date
Specifying Currency Scale and Extended Scale Values
Configuring Order Change Tracking
Configuring Net Change for Newly Added Fields
Using Status Lookup to Configure Plan Date
Configuring a New Plan Date Mapping
Turning the Status Lookup Feature Off
Populating Plan Date with a Value Other than Status Date
Configuring the Data Type in Achievement Containers
Adding a Transaction Record Using eScript
Adding Sales Crediting Fields to a Sales Crediting Rule
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Optimizing Sales Credit Engine Performance
Sales Crediting Engine Advanced Setup
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Troubleshooting Incentive Compensation
Sales Hierarchy Error Messages
Troubleshooting Sales Crediting Errors
Troubleshooting Accumulation Processes
Creating an Achievement Container Log File
Reviewing an Achievement Container Log File
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