Indirect Credit Options

The rollup process creates indirect credits through rollup or team participation. You must decide whether to include indirect credits in calculations, and if yes, which type of indirect credit to select.

Indirect Credit Types

In the Compensation Plans work area, configure indirect credits when creating or editing the plan component incentive formula. Here are descriptions for each indirect credit type.

Indirect Credit Type

Description

Manager

Include only the indirect credits created through the rollup process.

The rollup process generates indirect credit for participants who meet these conditions:

  • The participant is part of the rollup hierarchy

  • The crediting process generated direct credit for a descendant participant who has Roll Up to Parent selected on the direct credit rule

Team

Include only the indirect credits created through team participation.

A participant gets team credit if the participant is part of a team and the crediting process generates direct credit for another team member.

All

Include all indirect credits that the rollup process creates.

None

Compensate participants only for direct credits, for this plan component.

This is the default value.