- Title and Copyright Information
- Get Help
- 1 About This Guide
- 2 Overview
- 3 Incentive Plans Overview
- 4 Expressions
- Incentive Compensation Expressions
- Create Generic Plan Component and Performance Measure References in Expressions
- Enable Attributes for the Expression Builder
- Research an Invalid Expression
- Predefined Functions
- User-Defined Queries
- Logical Operations
- 5 Plans and Plan Components
- Overview of Compensation Plans
- Incentive Compensation Plan Options for Primary Details
- Copy a Compensation Plan for the New Year
- Create Terms and Conditions for Compensation Plans
- Plan Components
- Create Incentive Compensation Plan Components
- Options for Calculating Incentives
- Incentive Compensation Calculation Phase Options
- Considerations for Adding Plan Components to Incentive Plans
- Add the Same Plan Component to a Plan
- Payment Made Through Third Party
- Plan Component Deletion
- Import Plan Components in Bulk Using Import Management
- Tips for Plans and Components
- 6 Performance Measures
- Overview of Performance Measures
- Goals
- Credit Categories
- Measure Formula
- Scorecard
- Add Measures to Plan Components
- Import Performance Measures
- FAQs for Performance Measures
- 7 Rate Tables
- Considerations for Rate Tables
- Guidelines for Rate Dimensions
- Equal Tier Values
- Use Dynamic Tier Expressions for a Rate Table
- Change the Decimal Precision in Rate Tables
- Add Rate Tables and Scorecards
- FAQs for Rate Tables
- 8 Incentive Formula and Earnings Calculation
- 9 Plan Validation, Approval, Export, and Import
- Plan Invalid for Calculation
- Component Invalid for Calculation
- Performance Measure Invalid for Calculation
- Incentive Compensation Plan Document Approval and Acceptance Process
- Approve and Accept a Plan
- Edit the Plan Document
- Reassign Plan Approval to Another User
- Troubleshoot Plan Approvals
- Incentive Compensation Plan Export
- Import an Incentive Compensation Plan
- Import Incentive Plans in Bulk Using Import Management
- 10 Examples of Incentive Plans
- Calculate Monthly Bonuses Based on Quota Attainment
- Calculate Monthly Bonuses Using Blended Attainment
- Calculate Monthly Bonuses Using a Weighted Score
- Calculate Quarterly Bonuses Using a Multidimensional Rate Table
- Calculate Monthly Commissions Based on Percentages of Generated Revenue
- Calculate Monthly Commissions Using As-Of Attainments for the Interval (True-Up Calculations)
- Calculate Monthly Bonuses Using True Up
- Calculate Biweekly Earnings Using a Score with a User-Defined Query to Find Adjustment Factor
- Calculate Quarterly Bonuses Using a User-Defined Query to Find Ranking
- 11 Participant Imports
- Overview of Importing Participants, Details, and Goals
- Import Participants Parameters
- Import and Update Participant Details into Incentive Compensation
- Use Participant Detail Import to Add Data or Delete Participants
- Import Participant Goals
- Import Participant Goals Using Import Management
- Import Quota Management Goals for Participants
- Participant Goals and Oracle Sales Planning Cloud
- Delete Participants from a Business Unit
- Mask Participants in the CN_SRP_PARTICIPANTS_ALL Table
- Change a Participant's Name
- Import Future-Dated Employees from HCM
- 12 Participant Assignments
- Overview of Participant Assignments
- Compensation Managers and Analysts Assign Participants
- Participant Information You Can See
- In the Participant Assignments Work Area, Assign a Participant to a Compensation Plan Directly
- In the Participant Snapshot Work Area, Assign a Participant to a Compensation Plan Directly
- New Participant Assignment Checklist
- Avoid Duplicate Plan Assignments
- End Dates for Compensation and Participant
- End Date or Delete Assignments
- Considerations for Pay Groups
- Options for Individualizing Compensation Plans and Plan Components
- Assignment by Role
- Participant Role Defined
- Assignments by Role or Direct Assignment to Individuals
- How do I import incentive participant role assignments data?
- Assign Roles to Participants Using Rules
- Participant Assignment Rule Changes
- Role Assignment Errors and How To Fix Them
- Deploy Compensation Plans Process
- Example of Participant Assignment
- FAQs for Participant Assignments
- What happens if I assign a participant to the same incentive compensation plan directly and also with a role?
- Why wasn't my incentive compensation assignment created?
- What happens if I change an incentive compensation assignment date?
- What happens if I edit an individualized incentive compensation goal?
- What happens if I deselect an individualize check box?
- Can I individualize details for some participants if default individualization is disabled?
- Can I edit the overview content for the Participant Snapshot and Sales Compensation work areas?
- 13 Processing Currencies
- 14 Import and Collection Processing
- Overview of Importing and Collecting Source Transactions
- What To Do Before Importing and Collecting Transactions
- Import Transactions for Incentive Compensation
- Import ERP Transactions
- Transaction and Credit Collection Process
- Examples of Collecting Transactions and Credits
- Transaction and Credit Collection Errors
- FAQs for Import and Collection Processing
- How can I transform the data when it has been collected and then added to the incentive compensation transaction table from staging?
- What happens if I collect a transaction or credit that was canceled in the source application?
- Why are the charts for credit and earnings not up to date?
- How can I update incentive compensation processing statistics?
- 15 Credit, Rollup, and Classification Overview
- 16 Credit, Rollup, and Classification Parameters
- 17 Credit, Rollup, Classification, and Assignment Rules
- How Qualifying Criteria Work With a Rule Hierarchy
- Rule Ranking and Number of Winners
- Selection of a Winning Rule
- Number of Winners
- How Credit Categories Work with the Classification and Calculation Processes
- Credit Categories in Classification Processing
- Credit Categories in Calculation Processing
- Create a Classification and Credit Category Hierarchy
- Example of a Catchall Classification Rule
- Create an Independent Credit Category Hierarchy
- Change a Credit Rule for a New Participant Assignment
- Change Criteria in a Credit Rule
- Deploy Incentive Compensation Rules
- How Role is Used in Direct Credit, Rollup, and Team Rules
- FAQs for Credit, Rollup, and Classification Rules
- What's the best way to maintain incentive compensation rules?
- How can I move an incentive compensation rule in the hierarchy?
- When do I include incentive compensation business units in, or exclude them from, the credit and rollup hierarchy?
- What happens if I select receive direct credit?
- What's a split percent?
- How can I generate unique rule numbers?
- How can I change dates for rules and their assignments?
- 18 Attributes for Qualifying Criteria
- 19 Import and Export Rules
- 20 Credit, Rollup, and Classification Processing
- Run Crediting
- Indirect Credit Options
- How You Create Direct and Rollup Credit Transactions
- View Progress of the Crediting Process
- Settings That Affect Credits and Rollups
- Examples of Credits and Rollups
- How Team Credit Rules Are Processed
- Credit Transaction Adjustments
- Cancel Incorrect Credits
- Classification
- FAQs for Credit and Rollup Processing
- What happens if I edit an incentive compensation rollup credit receiver after processing?
- What happens if I edit an incentive compensation team or team member after processing?
- What happens if I roll up incentive compensation credit to a parent?
- How can I resolve a transaction with a Credit Error status?
- Why is a transaction not classified?
- Why does a transaction have a New process status after running crediting?
- Can I run crediting or classification simultaneously in multiple business units?
- 21 Calculation Processing
- 22 Earnings
- 23 Incentive Calculation Errors
- 24 Payment Plans
- Overview of Managing Pay Groups and Payment Plans
- Incentive Compensation Payment Components
- Create Payment Plans
- Prevent Negative Payments
- How You Allocate Draw and Recovery Amounts Using Incentive Payment Plan Categories
- Example of Incentive Compensation Draw and Recovery
- FAQs for Payment Plans
- Why can't I delete incentive compensation pay group and payment plan assignments?
- Can I edit the payment plan category?
- Can I override attributes for a participant's incentive compensation or payment plan?
- Can I override a draw or recovery amount for the participant's incentive payment plan?
- How can I extend or shorten the payment plan period for a participant?
- What happens if I edit an incentive payment plan start or end date?
- Why did the payment plan not apply to all plan components?
- 25 Payment Processing
- Pay Incentive Compensation Participants
- Payment Batch
- Paysheet Adjustments
- Paysheet Approval
- Payment Export
- Payment Process
- Payment Settings
- FAQs for Payment Processing
- What happens if I edit the incentive payment or recovery amount?
- What happens if I edit interval numbers after using them in incentive compensation processing?
- Why are the incentive compensation balances not reflecting my edits?
- What's the difference between creating a payment batch for selected or all participants?
- What happens if I delete paysheets in an unpaid payment batch?
- Why does my paysheet refresh put the paysheets in Processing status?
- Why is a transaction paid in a prior payment batch in this unpaid paysheet?
- Why did the Current Interval Payment Transactions column have a different amount than the Payment Transactions column?
- 26 Analytics
- 27 Dispute Management