What's the best way to maintain incentive compensation rules?

Use effective dating to make changes to credit rules, such as participant assignment changes or transaction matching criteria changes.

• If matching criteria changes (you must reprocess for this date range) and you want to preserve the original credit transactions, then end date and copy the rule.

  Processing uses the new rule with the modified criteria and new date range for matching.

• If participant assignments change in an existing credit rule rule, then end date the credit receivers and add new participants for the appropriate dates.