Deploy Incentive Compensation Rules

You must deploy new and edited classification, direct credit, and rollup credit rules before incentive processing includes them. Deployment flattens the rule structure, improving process performance. You must also deploy participant assignment rules to be available for assigning roles to participants.

1. Deploy the rules using these processes:

   • Run the Deploy Classification Rules process in the Compensation Plans work area or include Classify when you use the Run All Transaction Processes task.

   • Run the Deploy Credit Rules process in the Participant Assignments work area or include Credit when you use the Run All Transaction Processes task.

     The credit rules deployment runs in Incremental mode. If you want to run it in Total mode, then go to Schedule New Process in View Processes to schedule Deploy Credit Rules.

   • Run the Deploy Participant Assignment Rules process in the Participant Assignments work area.

2. Use the Manage Scheduled Processes task in each work area to view process statuses and logs.

3. After deploying the rules, process incentive compensation again to revert and adjust transactions accordingly.