Siebel Employee Relationship Management Administration Guide > Setting Up Compensation Planning >

Generating Compensation Plans


After the planning cycle definition is completed, the actual compensation plans can be generated. The compensation plan generation process creates a plan for each manager participating in the planning process, in accordance with the compensation plan rollout settings. For more information, see Defining the Compensation Plan Rollout.

NOTE:  The plan creation process should only be run in a server environment. Running the plan creation process on a mobile or dedicated client is not recommended.

When the plan creation process is complete, the planning cycle can be locked, thereby releasing the generated compensation plans so that managers can begin planning. Planning cycles should not be locked until after the cycles have been verified as ready for release.

To generate compensation plans

  1. From the application-level menu, choose View > Site Map > Compensation Planning Administration > Planning Cycles.
  2. In the Planning Cycles list, select the planning cycle, and then click Create Plans.

To release compensation plans

  1. From the application-level menu, choose View > Site Map > Compensation Planning Administration >All Compensation Plans.
  2. In the All Compensation Plans list, locate the compensation plan.
  3. In the compensation plan record, change the status to Locked in the Status field.

CAUTION:  Running the plan creation process for a planning cycle that is locked results in the unrecoverable loss of any previously planned compensation within that planning cycle.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003