Participant Selection Rules for Importing Participants

The Run All Participant Processes process includes the Collect Participants and Participant Updates process which imports participants.

Use the Manage Incentive Selection Rules task to create rules that select participants to be imported. Choose the Participants import type. You can schedule the process to run periodically.

The rules filter who, out of all HR persons and parties, should have an incentive compensation profile created. You can select HCM persons using work assignment attributes such as business unit and work location. The party attributes are the party usage and country. You can use the resource role and role type for parties that are Sales resources.

You can define one or more sets of selection rules for each incentive compensation business unit. If you plan to select parties that aren't HCM persons, then create a separate rule set just for that purpose. This table describes some of the fields in the UI.

Field Name	Description
Participant Type	The two types are participant and compensation administrator. The participant could be a salesperson or partner. The compensation administrator type is for your analysts and compensation managers. These compensation administrators manage dispute assignments, plan document and payment approval, and access participant information.
Applies If	Determines whether all of the rules in the rule set must be true (All criteria are met) before the person is eligible to be a participant or just one of the rules (Any criterion is met). At the rule level, you select whether all of the rule criteria must be met or any one of the criteria.
Rule Code	Provide a rule name or code for each rule in the set.
Rule Criteria	You build the rules to apply for the selected rule code.
Attribute	The criteria options include attributes for an HCM person's work assignment definition. They're listed in the lookup type ORA_CN_PRTCPNT_CRTRA_OBJS. Those attributes include the business unit, department, job code, job family, job function, position code, and work location. The party country and party usage are associated with parties such as partners. HCM persons are also created as parties. They typically have country values from their work location and usage values that are HR-related such as HR employee. The resource role and role types are typically associated with your sales resources, however other types include marketing and partner resources.

Test your selection rules in a test environment. Participants can't be deleted after import. The selection rules can be exported and imported into your production environment when you're satisfied with your testing results. The rules don't apply to the Import Participants process in the Participant Assignments work area.