Siebel Incentive Compensation Administration Guide > Plan Design >

Associating a Participant with a Personal Plan Rule

You can associate a plan participant with a personal plan rule.

To associate a plan participant with a personal plan

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Plans.
  2. In the Plans list, select the plan, and then drill down on the hyperlink in the Name field.
  3. Select the Plan Participants view tab.
  4. In the Plan Participants list, select the participant, and then drill down on the hyperlink in the Last Name field.

    5. The Personal Plan form shows information about the selected plan participant.

  5. Scroll down to the Personal Plan Rule form, and then click New.
  6. In the Add Plan Rules dialog box, select the plan rule, and then click OK.

    7. The Personal Plan Rule displays information about the selected plan rule.

  7. In the Personal Plan Rule record, click the select button in the Filters field to add a filter.
    1. In the Filters dialog box, click New.
    2. In the Filter selection dialog box, query for the filter in the Available pane, and then click Add to add the filter to the Selected list.
    3. Click OK.

 Siebel Incentive Compensation Administration Guide 
 Published: 18 April 2003