Individualize Plan Terms and Conditions in Bulk

Individualize plan terms and conditions for a group of participants together by running the Individualize Plan Terms and Conditions in Bulk process for a zip file containing one terms and conditions file per participant.

The zip file should contain the individualized terms and conditions for participants belonging to the same compensation plan. The zip file should have one file for each participant and each of those files should have a rich text format. The name of each file should be in the format <Participant_id>.rtf. Example: 999666333000586.rtf

 Zip all the files belonging to the same compensation plan into one zip file and upload to the ic/incentiveCompensationParticipantCompensationPlan/import UCM account by navigating to Tools -> File Import and Export  

Upload zip file to UCM account

Upload zip file to UCM account

Once the zip file is uploaded to the UCM account, run the Individualize Plan Terms and Conditions in Bulk process.

Process to upload terms and documents zip file

Process to upload terms and documents zip file

There are 3 mandatory parameters: (1) Business Unit (2) The terms and conditions zip file that was uploaded to the UCM account (3) the compensation plan for which you are uploading terms and conditions for the participants. Period is a non-mandatory parameter which is to be provided only if any of the participants in the zip file is attached to the same plan multiple times and you want the process to apply the individualized terms and conditions to the particular plan assignment that the period you specify is in.  Plan Terms and conditions name is also a non-mandatory parameter which is to be provided only if the compensation plan is linked to multiple plan terms and conditions and you want the individualization to be applied only to one.

If the terms and conditions for all the  participants are uploaded successfully, the zip file will be deleted from the UCM account. Otherwise the zip file will be retained and you can check the log of the process you submitted for errors and warnings.

Note that this feature does not support images in the rich text file.   

Easily individualize terms and conditions for a group of participants.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • Make sure that the files in the zip file are in rtf format and the name of the file should be strictly in the format <Participant_id>.rtf. This is how the participant is identified and therefore the name of the file has to be in that format.
  • Each zip file should contain participants belonging to the same compensation plan.
  • The process does not support images in the rtf files.

Access Requirements

The Individualize Plan Terms and Conditions in Bulk process can be run by users having Incentive Compensation Analyst or Incentive Compensation Manager roles.