How Base and Credit Transactions are Classified

Incentive compensation calculation processing requires classified credit transactions. Classified transactions include credit categories, which performance measures for incentive compensation plans use to calculate attainment.

The scheduled Classify Credits process uses the classification rule hierarchy to qualify base or credit transactions. The process matches transaction attributes with rule qualifying criteria to identify the credit categories. The process automatically excludes transactions that the collection process identified as filtered, in error, or being obsolete as well as transactions already included by upstream processes.

Note: You must run the Deploy Classification Rules process in the Compensation Plans work area at these times:The process runs automatically when you use the task Run All Transaction Processes