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 subfolder.
What to do next
After you make your changes, you must submit the revised plan document for approval.