Create Incentive Expressions with Predefined Functions
You can create predefined function expressions using Manage Expressions in the Compensation Plans work area.
Create Expressions with Predefined Functions
In most cases, you select plan component result attributes to pass to the predefined function.
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On the Attributes menu, select Predefined functions in Functions.
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Select the predefined function.
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Click Add to Expression.
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Click the left parenthesis (.
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On the User Defined Objects menu, select Plan component result.
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Search for and select the appropriate plan component.
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In the Select an Attribute list, scroll to and select the attribute to pass to the function.
If you select Plan Component Measure, then complete these steps before continuing to step 8.
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Search for and select the relevant performance measure.
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In the Select an Attribute list, scroll to and select the attribute to pass as the measure ID to the function.
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Click Add to Expression.
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Click ,.
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Repeat steps 7 -- 9 as required.
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Click the right parenthesis ).
In some cases, you enter a constant to pass to the predefined function.
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On the Attributes menu, select Constant.
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In the Add Constant field, enter the constant according to this table.
Parameter
Constant to Enter
Date 1 or Date 2
Date in the format dd/mm/yyyy
Example: 01/06/2015
Number of Intervals
Number of intervals you want the results for
Example: If you want the rolling average attainment for the last three months, then enter 3.
Period Type
D, W, M, Q for Days, Weeks, Months, or Quarters, respectively
To add the Credit category ID attribute to the Credit Category Name function or the Product ID attribute to the Product Name function, do these steps:
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On the Attributes menu, select Credit and then the category or product ID, or your organization's user name for the column.
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Click Add to Expression.
Identify Attributes Passed to Predefined Functions
This table identifies the attributes passed as input parameters by predefined function. The attribute names are the suggested user names to enter when enabling the attributes for calculation. The table also provides the table column name for each attribute as these attribute names might be different than those used by your organization.
Predefined Function |
Column Name |
Attributes |
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Credit Category Name |
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Date Difference |
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Example expression: Date Difference(Date 1,Date 2,'D') 'D' is the constant entered for the period type Days. |
Previous Interval Attainment and Prorated Measure Participation |
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Product Name |
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Prorated Plan Component Participation |
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Rolling Average Attainment |
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Example expression: Rolling Average Attainment(Participant plan ID,Plan component ID,Period ID,Measure ID,4) 4 is the constant entered to specify for how many intervals, starting with the most recent, to provide the rolling average attainment. |
YTD Target Incentive |
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Example expression: YTD Target Incentive(Participant plan ID,Plan component ID,Period ID,4) 4 is the constant entered to specify quarterly payout frequency to provide the year-to-date target incentive. If the payout frequency is monthly, then you specify 12. |