Example of Participant Assignment

In this example, you assign a new role to an existing participant and compensation plan. To finalize the role assignments you must run the Deploy Compensation Plans process.

Scenario

This table shows Robert Smith's roles and plan assignments for the field years 2020 and 2021.

Role	Plan Assignments	Start Date	End Date
US Account Manager	US Account Manager 2021 US Bonus Plan 2021	January 1, 2021	None
EMEA Account Manager	EMEA Account Manager 2020	April 1, 2020	December 31, 2020

Here's the detail record of the participant for the current assignment:

• Start date of January 1, 2021

• No end date

• Home currency set to USD

New Role Assignment

You create the NA Account Manager role and assign it to the following:

• Robert with a start date of June 1, 2021

• The US Bonus Plan compensation plan, which has a start date of January 1, 2021

The Deploy Compensation Plans process checks the Changed Event Log, which you can view in the Credit and Earnings work area. Because Robert's home currency is USD as of January 1, 2021, the process assigns the plan to Robert starting June 1 through the new role assignment that both Robert and the plan now share.