Configure Administrators to Access Incentive Compensation

Use this procedure to create administrators who have access to the Incentive Compensation application.

  1. Create provisioning rules that create a mapping between attributes of your person and the security role to be automatically assigned. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Users and Security

    • Task: Manage HCM Role Provisioning Rules

  2. On the Manage Role Mappings page, enter a name for your mapping.

  3. There isn't a resource role that qualifies as an Incentive Compensation Administrator, so typically mappings use job roles. In the Conditions region, select a job role that was configured in Human Capital Management. For example, Incentive Compensation Analyst. Add any other conditions you want to use to select individuals to be assigned roles.

  4. In the Associated Roles region, click Add Row.

  5. Search for and select the role you want to assign to people who match your mapping conditions. These are the available Incentive Compensation roles:

    • Incentive Compensation Analyst

    • Incentive Compensation Plan Administrator

    • Incentive Compensation Manager

  6. Save and close.

  7. After users are assigned to an Incentive Compensation security role, they also need access to Incentive Compensation business units. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Incentives

    • Task: Manage Business Unit Data Access for Users

  8. In the Manage Data Access for Users page, click Create.

  9. Select a user name and role.

  10. The security context must be Business Unit.

  11. Select the name of the business unit in the Security Context Value field.

  12. Save and close.

  13. Create data access records for each role and business unit combination for this user.