How do I end-date an Incentive Compensation participant?

Here are the details that you must update to end-date an Incentive Compensation participant:

Manage Participant Details Page

  • Active end date
  • Compensation end date
  • Effective end date
  • Role end date

Manage Payment Plans Page

  • End date

Direct Credit Rules Page

  • Ensure that the participant isn’t listed as a credit receiver with transactions tied.

After you submit Run All Participant Details, you can see that the participant’s end-dates are automatically updated.