Bookshelf v7.5: Personalizing a Compensation Plan Draw

Siebel Incentive Compensation Administration Guide > Plan Design >

Personalizing a Compensation Plan Draw

You can personalize plan draws using three methods:

Method 1. First, select the plan participant, and clear the Default check box in the Plan Participant's view. Then, add the plan draws you want to associate with this participant.

Method 2. First, clear the Default check box in the plan draw when associating this plan draw to a plan. Then, select a participant, drill down on the participant's last name, and add the plan draws you want to associate with this participant.

Method 3. Personalize the draw effective dates and amounts.

The following tables summarize the effect of these scenarios.

If you select the plan rule or plan draw first, and then select the plan participant the result is shown in Table 25.

Table 25. Selecting a Plan Rule or Plan Draw Before Selecting Plan Participant
Plan Rule or Plan Draw Default Flag	Plan Participant Rule Default Flag	Default Applies	Default Does Not Apply

X	X	X
	X		X
X		X
			X

If you select the plan participant first, and then select the plan rule or plan draw, the result is shown in Table 26.

Table 26. Selecting the Plan Participant First
Plan Rule or Plan Draw Default Flag	Plan Participant Rule Default Flag	Default Applies	Default Does Not Apply
X	X	X
X			X
	X		X
			X

To add a personal plan draw

From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Plans.

In the Plans list, select the plan, and then drill down on the hyperlink in the Name field.

Click the Plan Participants view tab, and in the participants list, select a participant, and then drill down on the hyperlink in the Last Name field.

Click the Draws view tab.

In the Draws list, click New.

In the new record, complete the fields.

In the Type field, select the type from the drop-down list.

Options are Non-Recoverable, Recoverable, or Recoverable-Balance Forgiven.

In the Amount field, click the select button, and in the dialog box, accept the default or choose another currency code, and then enter the amount.

In the Frequency field, select the frequency from the drop-down list.

Possible values are Day, Week, Bi-Weekly, Month, Quarter, Half-Year, or Year.

Repeat Step 5 and Step 6 for each new plan draw.