Edit the Plan Document

There are several ways you can make changes to the compensation plan document.

Before you start

Here's what to do

  • Edit the plan terms and conditions using the Manage Plan Terms and Conditions task in the Participant Assignments work area.
  • Edit the general compensation plan using the Manage Compensation Plans task in the Compensation Plans work area.
  • Edit the individualized compensation plan using the Manage Compensation Plans task in the Participant Snapshot work area.
  • A report administrator or implementation consultant can edit the ParticipantPlanReport template in the Reports and Analytics work area using BI Publisher. The template is located in the Shared Folders > Incentive Compensation > Participant Compensation Plans subfolder.

What to do next

After you make your changes, you must submit the revised plan document for approval.