1. Using Incentive Compensation
  2. Import Participant Goals

Import Participant Goals

You can import goals, or quota, for participants from an external data source into incentive compensation using the template stored in the Oracle Enterprise Repository at http://fusionappsoer.oracle.com.

Here's how you import participant goals:

  1. Populate and upload the import file.

  2. Import the participant goals.

  3. Resolve any import errors.

  4. Verify the import results.

Note: You must configure, test, and assign compensation plans to the identified participants before you can populate the import file because each participant goal requires a goal (performance measure) name.

Populate and Upload the Import File

You can add and update participant goals.

  1. If you're importing the initial allocated goals for the plan year, then refer to Support document 2785163.1.

  2. Select the ICGoalImportTemplate.xlsm file to save it locally.

  3. Enter the goal data using the instructions and help included in the template.

  4. Upload the file using the instructions in the first tab of the template.

While you enter a single goal as a decimal number, the import process uses the start date, end date, and the goal value to populate three goal values:

  • Period

  • Interval

  • Total target

You can record additional goals, such as hurdle goal amounts, using provided alternate target columns in the import file.

Caution: The Import Participant Goals process fails if you reorder or remove columns in your import file. It also fails if the plan containing the measure goal doesn't have Individualize target incentive selected.

Import Participant Goals

Import the latest participant goals using the Import Participant Goals task in the Participant Assignments work area. The import consists of two child processes that import the data into the staging table and into base participant goal tables.

The Run All Transaction Processes task includes the Import Participant Goals process. Run All Transaction Processes imports any files uploaded to the ic/incentiveCompensationParticipantGoal/import WebCenter folder.

Resolve Import Errors

If either of the child processes fails, then the import process does these actions:

  • Deletes all rows that were loaded from the source file, even those rows that loaded successfully

  • Sets the status for the relevant child process to either Warning or Error and generates two log files:

    • One log contains all of the rows that have an error.

    • One log contains the error messages.

Use the Manage Scheduled Processes task to find and open the logs.

  1. Fix any data issues in your import file.

  2. Upload the edited file.

  3. Run the import process again.

Verify Import Results

Use the Participant Snapshot work area to verify the data:

  1. Randomly search for and select various participants you imported goals for.

  2. Use the Manage Goals task to verify that the participant's targets are as expected for the relevant performance measures.