1. Using Incentive Compensation
  2. Credits Not Processed or Have Eligibility Error

Credits Not Processed or Have Eligibility Error

The Calculate Incentive Earnings process creates measure attainment records and earnings records for participants. The process succeeded, but the credits are in a state other than Eligible.

  1. Check the selections in the Manage Parameters page.

    • If the value of the parameter Classify Transactions is After crediting and rollup and before calculation, then the process status of the credits should be either Classified or Eligibility Error. Check the process status of the credits in the Manage Credits page and if the status isn't Classified or Eligibility Error, then run the Classify Credits process first to classify the credits.

    • If the value of the parameter Classify Transactions is After collection and before crediting and Enable Rollup Crediting is No, then the process status of the credits should be either Credited or Eligibility Error. Check the process status of the credits in the Manage Credits page and if the status isn't Credited or Eligibility Error, then run the Run Crediting process first to generate the credits.

    • If the value of the parameter Classify Transactions is After collection and before crediting, Enable Rollup Crediting is Yes, and Rollup Using is Credit Hierarchy, then the process status of the credits should be either Rollup during Crediting or Roll up or Eligibility Error. Check the process status of the credits in the Manage Credits page and if the status isn't Rollup during Crediting or Roll up or Eligibility Error, then run the Run Crediting and Rollup process first to generate the indirect credits.

    • If the value of the parameter Classify Transactions is After collection and before crediting, Enable Rollup Crediting is Yes, and Rollup Using is Rollup Hierarchy or Both, then the process status of the credits should be either Roll up or Eligibility Error. Check the process status of the credits in the Manage Credits page and if the status isn't Roll up or Eligibility Error, then run the Run Rollup process first to generate the indirect credits.

  2. Check the parameters of the Calculate Incentive Earnings process.

    • The source event date of the credit must fall between the From Date and To Date parameters of the process. If it isn't, then submit a new calculation process with the correct date range.

    • The participants of the calculation job must include the credited participant of the credit. If it's not, then resubmit a new calculation process after including the correct participant.

  3. In the Participant Snapshot work area, make sure that the participant is assigned to a compensation plan for the source event date of the credit. If not, then assign a compensation plan to the participant for the correct date range, run Deploy Compensation Plans and then run Calculate Incentive Earnings.

  4. The status of all the compensation plans associated to the participant must be Complete. If not, then take the necessary action to make it complete in the Compensation Plans work area.

  5. The credit category of the compensation plans must match one of these credit categories:

    • The credit category on the credit

    • A credit category that's a parent of the credit category on the credit

    If it's not, then either change the credit category of the compensation plan or change the classification rules and reclassify the credits. You maintain the hierarchy of credit categories in Classification Rules.

  6. In the Participant Snapshot work area, check the details of the compensation plans associated to the participant. If you observe any issue, then associate the compensation plan to the participant again after removing the association. Run Deploy Compensation Plans and then rerun the calculation process.

  7. Run the Calculate Incentive Earnings process again with valid parameters. Check earnings records in the Manage Earnings page.