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Example Processes for Incentive Compensation Quotas
Figure 7 shows the process administrators, sales managers and users might follow to set up and use quotas. Your company may follow a different process according to its business requirements.
Administrator Process
The administrator performs the following procedures.
- Creates a quota. The administrator defines quotas for the compensation plan. For more information, see Creating a Compensation Plan Quota.
- Associates quota to one or more plans. For more information, see Associating a Quota with a Compensation Plan.
- Associates quota to plan rule. For more information, see Associating a Compensation Plan Quota with a Plan Rule.
- Personalizes the quota target. For more information, see Personalizing a Quota Target for a Plan Participant.
- Spreads the quota. The administrator makes sure the quota spread is distributed evenly across the measure period. For more information, see Spreading a Compensation Plan Quota.
- Creates Quota Factors. For more information, see Creating Common Quota Factors.
- Creates Skews. For more information, see Creating a Seasonality Skew for a Quota.
- Associates quota with a manager. For more information, see Associating a Quota and Quota Target with a Manager.
- Imports quota targets. For more information, see Importing a Quota Target into a Compensation Plan.
- Revises the quota. For more information, see Revising or Replacing a Quota.
Sales Manager Process
The Sales Manager performs the following procedures.
- Reviews quota targets. For more information, see Reviewing Compensation Quota Targets (Manager).
- Adds next-level reports. For more information, see Adding a Next-Level Report to a Plan Quota (Manager).
- Rolls down quota targets. For more information, see Rolling Down a Quota Target (Manager).
- Adjusts the initial quota target amount. For more information, see Adjusting Quota Target Amounts for Reports (Manager).
- Applies the quota factor. to an employee. For more information, see Applying a Quota Factor to a Report (Manager).
- Applies the skew to the quota. For more information, see Applying a Seasonality Skew to a Quota (Manager).
- Rolls up modified quota targets. For more information, see Rolling Up Modified Quota Targets (Manager).
End-User Process
The sales representative performs the following procedures.
- Reviews quotas. For more information, see Reviewing a Quota (End User).
- Accepts or rejects quota targets, For more information, see Accepting or Rejecting a Quota Target (End User).
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Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |