Update Dates for Entire Rollup and Credit Hierarchy

Easily update dates for the entire Rollup and Credit hierarchy by just updating the top rule node. Click on the Update rule Hierarchy icon to update the dates for the entire hierarchy.

Update Rollup Rule Hierarchy Dates

When you change the start and/or end dates and click ok, you will get a warning that this will update the all the child rules and assignments down to the leaf node starting from this rule. If you choose to proceed, it will make those updates.

With this feature, you can save time and effort by easily updating dates for entire rollup rule hierarchies. 

Steps to Enable

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

Access Requirements

  • Incentive Compensation Analyst role
  • Incentive Compensation Manager role