Import an Incentive Compensation Plan

You can import a valid exported incentive compensation plan. This is the preferred way to copy a plan for the new year or to create similar plans with minor changes.

You can import the plan into other environments, different business units in the same environment, and the same business unit in the same environment. Use the Manage Compensation Plan Import Processes task in the Compensation Plan work area.

During the import, you can create all objects or reuse objects that exist in the destination environments. Running the import process imports the plan and all descendant objects into the business unit in which you run the import process.

Set up the destination environment.
Import the valid plan.
Review the results of the import plan process.

Set Up the Destination Environment

Here are some things to check before you import an incentive compensation plan:

All calendar periods spanned by any new start and end dates exist.

To define and edit periods, use the Manage Incentive Calendars task in the Setup and Maintenance work area.
Any lookups, value sets, and global segments created for source descriptive flexfields exist in the destination environment.
All plan component reference data exist for the payment plan category, incentive type, payout frequency, and earning type.
All performance measure reference data exist for the units of measure and performance intervals.
All attributes, functions, and user-defined queries that the imported expressions reference exist in the destination environment.
The table validated value set and matching lookup exist.

Caution: You can't import plans with expressions containing one or more predefined functions or user-defined queries that use the participant plan, plan component, formula, and measure IDs because the IDs don't exist yet in the destination environment. Or, if they do exist, they don't reference the same attributes as the source environment. You can't import plans with expressions containing user-defined queries if the value set codes and enabled lookup codes of these user-defined queries aren't in the destination environment.

Import the Valid Plan

Import your exported plan.

Navigate to Incentive compensation > Compensation Plans > Manage Compensation Plan Import Processes.
Click Create.
Enter a name for your request.
Select the correct business unit.
Select the file that you exported.
The In Case of Conflict option is required. You handle conflicts by selecting one of these methods:
- Reuse destination named objects that match the source objects that you're importing. The import process creates any objects that don't already exist in the destination environment. It doesn't make changes to the matching source objects.
  For example, your import includes plan component A which contains performance measures 1 and 2. Plan Component A exists but includes only performance measure 1. The import doesn't change the plan component A definition to include performance measure 2. Performance measure 2 is new, so the import creates it, but doesn't add it to plan component A.
- Always create named objects when importing a plan. If an object already exists, then a new duplicate is created with a suffix added to the name.
You can tell the import to replace a string with a different string, and it applies to fields for the plan (Name, Display Name, Description) and all child objects like plan components. For example, for a new fiscal year, replace FY22 with FY23.
Submit your import.
Another way you can differentiate new objects from existing ones in the destination environment is to specify a prefix or suffix. The import process adds the string to the start or end of all named objects created during the import.
You can enter new start and end dates for all named objects created during the import (plan and child objects). This includes plans, plan components, performance measures, and credit factors.

Review the Import Plan Process Results

View the import log file in the Search Results section on the Manage Compensation Plan Import Processes page.

General information, such as when the process started and ended
Name of the user who submitted the import request
Status of the overall process
List of imported plan objects
List of reused and overwritten plan objects
List of excluded plan objects along with the reason for the exclusion