• Title and Copyright Information
• Get Help
• 1 About This Guide
  • Audience and Scope
  • Related Guides
• 2 Implementation Overview
  • Overview of the Sales Offering
• 3 Enterprise Structures for Incentive Compensation
  • Overview of Enterprise Structures
  • Enterprise HCM Information
    • Define Enterprises
    • Enterprise Information for Non-HCM Users
  • Locations
    • How Incentive Compensation Uses Locations
    • Locations
    • FAQs for Locations
      • Why can't I see my location in the search results?
      • What happens if I inactivate a location?
  • Geographies
    • How Incentive Compensation Uses Geographies
    • How Geography Structure, Hierarchy, and Validation Fit Together
    • Geography Structures
    • Geography Hierarchy
    • How do I manage geography validation?
    • How do I manage Geography Structures, Hierarchies, and Validation?
    • What attributes are referenced to populate latitude and longitude during geocoding?
    • Set Up Geocoding
    • How do I import geographies?
    • How do I replace the existing master geography data with revised Oracle-Licensed geography data?
    • Create Countries
    • How do I import Non-Oracle Licensed geography data?
    • Can you provide an example of importing geography data?
    • Import Your Country Structure Data
    • Example of Importing Country Structure Data
    • How You Set up Address Cleansing
    • FAQs for GBG|Loqate Support
      • How to Import Nokia Geography Data
      • How many countries does Loqate support? How do I get support for any additional country?
      • Will I be charged for Loqate data?
      • I am an existing customer, how will I be impacted? Can I import both Loqate and Nokia geography data?
      • How frequent are updates to Oracle licensed geography reference data available?
      • How is geography data updated? Are updates available for all countries at the same time?
      • Can I import Vertex or other third-party geography data in Manage Geographies?
      • Can I import geography data for multiple countries in one import job?
    • FAQs for Geographies
      • When do I define address cleansing?
      • Why can't I update a geography structure by copying an existing country structure?
      • Why can't I delete a level of the country geography structure?
      • How do I add a geography to the geography hierarchy?
      • Edit a Specific Geography in the Geography Hierarchy
      • How can I add a geography that's at a lower level to any geography in a geography hierarchy?
      • How many levels in a geography structure can I define?
      • Why is Import Geography Data Disabled in Manage Geographies?
  • Legal Entities for Incentive Compensation
    • Overview
  • Business Units for Incentive Compensation
    • Considerations for Setting Up Business Units in Incentive Compensation
    • Example of Incentive Compensation Business Units by Division and Zones
    • Example of Incentive Compensation Business Units by Region
• 4 Persons for Incentive Compensation
  • User and Role Synchronization: Explained
  • Role Provisioning and Deprovisioning
  • How Incentive Compensation Uses Resource Roles
  • Overview of Securing Incentive Compensation
  • Incentive Compensation Work Area Duties
• 5 Source Systems, Data Formats, and Party Usage
  • Source Systems for Incentive Compensation
    • How You Set up Source Systems
    • Source System Entities
    • FAQs for Source Systems
      • What happens if I allow multiple source system references?
  • Data Formats for Incentive Compensation
    • Data Styles and Data Formats
    • Types of Data Formats
    • How to have different contact address fields depending on the country selected?
    • Create a Name Style Format
    • FAQs for Data Formats
      • How can I create an address style format layout?
      • How can I create a variation of an Address Style Format?
      • How can I create a name style format layout?
      • How can I create another variation of a Name Style Format?
  • Party Usage
    • Party Usage in Incentive Compensation
    • How You Define Party Usage
    • Party Usage Filter Rules
    • FAQs for Party Usage
      • How can I compile a party usage filter rule?
• 6 Approval Management for Incentive Compensation
  • Configure Workflow Approvals and Notifications
  • Roles That Give Workflow Administrators Access
  • Options for Configuring Approval Management in Incentive Compensation
  • Participant Paysheet Approvals
  • Overview of Configuring Paysheet Approvals
  • Examples of Paysheet Approval Workflows
  • Modify the Approval Workflow for Compensation Participant Paysheets
• 7 Help Configuration
  • Set Up Help
  • Hide or Show Help Icons
  • Give People Access to Create and Edit Help
  • Create Groups to Limit Access to Added Help
• 8 Lookups
  • Overview of Lookups
  • What's the difference between a lookup type and a value set?
• 9 Profile Options
  • Overview of Profile Options
  • Set Profile Option Values
  • Incentive Compensation Profile Options
  • How can I access predefined profile options?
• 10 Flexfields
  • Flexfield Components
  • Modify Flexfields Using Page Composer
  • Flexfield Management
    • Flexfield Segment Properties
    • How Flexfield Segments are Rendered on Pages
    • How Flexfields and Value Sets Work Together
    • Default Segment Values
  • FAQs for Flexfield Management
    • How can I optimize incentive compensation performance while using attributes?
    • Why did my flexfield changes not appear in the UI?
  • Value Sets
    • Considerations for Planning Value Sets
    • Considerations for Bind Variables in Table-Validated Value Sets
    • Import Value Set Values
    • Requirements for Flat Files to Upload Value Set Values
    • Upload Value Set Values Process
    • Translation of Flexfield and Value Set Configurations
  • FAQs for Value Sets
    • What happens if a value set is security enabled?
    • How can I set a default value for a flexfield segment?
  • Descriptive Flexfields
    • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
    • Incentive Compensation Descriptive Flexfields
    • Base Transaction Descriptive Flexfield
• 11 Currency Conversion Rates
  • Import Currency Conversion Rates
  • How can I use different rates to process transactions and payments in different business units?
• 12 Incentive Compensation Calendars and Intervals
  • Create Calendars and Intervals
  • Manage Incentive Calendars
  • Interval Types for Grouping Calendar Periods
  • FAQs for Calendars and Intervals
    • Can I use the same incentive compensation calendar for different business units?
    • What happens if I assign a calendar to an incentive compensation business unit?
    • What happens if I edit interval numbers after using them in incentive compensation processing?
    • Where are incentive compensation interval types used?
    • Why can't I delete an incentive compensation interval type?
• 13 Configuration for a Business Unit
  • Parameters
    • Currency Parameters for Incentive Compensation
    • Compensation Plan Parameters
    • Classification Parameters
    • Crediting and Rollup Parameters
    • How can I optimize throughput for incentive compensation batch processing?
    • Methods of Grouping Transactions for Processing
    • How Credits Roll Up the Credit Hierarchy
    • Earning Calculation Parameters
    • Participant Parameters for Assigning Roles Automatically
    • Incentive Payment Parameters
    • Participant Termination Processing Parameters
  • Tables and Columns
    • Enable Table Columns as Attributes for Processing
    • Incentive Compensation Predefined Functions
    • Enable Attributes to Pass as Input Parameters for Predefined Functions
    • Add Select SQL Queries to the Expression Builder Using the User-Defined Queries Menu
    • Value Set Aggregate Functions in the Expression Builder
    • Best Practices for Creating User-Defined Queries
    • FAQs for Tables and Columns
      • Enable Attributes for the Expression Builder
  • Earning Types
    • Earning Types
    • Company-Defined Earning Types
    • Decimal Precision by Earning Type
  • Open Period Process
    • Period Statuses You Can Select
    • FAQs for Open Period Process
      • Why can't I edit or delete this incentive compensation period?
      • Why can't I see incentive compensation period data in participant reports?
  • Participant Imports
    • Options to Manage Participants
    • Import Participants Parameters
    • Participant Selection Rules for Importing Participants
    • Participant Import Mappings
    • Import Future-Dated Employees from HCM
  • Order Imports
    • Selection Rules for Importing Orders
    • Order Import Mappings
  • Invoice Imports
    • Selection Rules for Importing Invoices
    • Invoice Import mappings
  • Transaction Selection Rules
    • Rules for Selecting Transactions for Crediting
• 14 Custom Qualifiers and Lookups
  • Manage Custom Qualifiers and Lookups
  • Enable Custom Attributes for Crediting and Classification Rules
• 15 Enterprise Scheduler Job Definitions and Job Sets
  • Enterprise Scheduler Job Definitions and Job Sets
    • Overview of Managing Job Definitions and Job Sets
    • Manage List of Values Sources
  • Job Definitions
    • Job Definitions
    • Create Job Definitions to Run Reports as Scheduled Processes
    • Duplicate Job Definitions
    • Edit Job Definitions
    • Define Parameters for Job Definitions
    • Define Dependent Parameters in Job Definitions
  • Job Sets
    • Job Sets
    • Create Job Sets
    • System Properties for Job Sets
  • FAQs for Enterprise Scheduler Job Definitions and Job Sets
    • Why can't I see certain job definitions, and how do I find them?
    • What do I select for job application name when I create a job definition?
    • Can I use a table value set as the list of values for a parameter?
    • How can I restrict user access so that they can run only custom scheduled processes?
  • Troubleshoot Processes
    • Debug Option for Processes
    • What can I do when I have too many older process audit log files?
  • Assign Roles for Access to Manage Scheduled Processes
  • Allow Updates to Scheduled Process Priority
• 16 Other Common Setup and Maintenance Tasks
  • Home Page Setup
    • Define Home Page Appearance
    • Configure Infolet Display
    • Create and Enable Announcements
    • FAQs for Home Page Setup
      • Why can't I see announcements on my home page?
      • How can I rename an icon for an infolet page in the page control on the home page?
    • How do I define whether the user image, name, or initials display in the global header?
  • Privacy Statement
    • Set Privacy Statement URL
• 17 Audit Policies
  • Audit Policies
  • What Incentive Compensation objects can I enable to track their audit history?
  • Audit Configuration for Business Object Attributes
  • Overview of Audit Configuration
• 18 External Integration
  • Overview of Web Services
  • Files for Import and Export
    • Overview of Files for Import and Export
    • Guidelines for File Import and Export
  • External Data Integration Services
    • Overview of External Data Integration Services for Importing Data
    • Transfer Data Files to UCM Using Manual Flow
    • Document Transfer Utility
    • Load Interface File for Import Process
    • Import Data into Application Tables
    • Correct Import Load Process Errors
• 19 Move Common Reference Objects
  • Overview of Moving Common Reference Objects
  • Business Objects for Moving Common Reference Objects
  • Guidelines for Moving Related Common Reference Objects
  • Guidelines for Moving Common Reference Objects Using the Seed Data Framework
• 20 Test Your Implementation and Purge Data
  • Purge Incentive Compensation Transactional Test Data
  • Purge Transactions, Credits, and Earnings by Period
  • Purge Incentive Compensation Staging Table Data
  • Test and Go Live