Incentive Statement Actions

  1. Year—Select the Incentive Statement year to view. By default the current year is selected
  2. Revert to the old Incentive Statement—Display the Incentive Statement using the old design and layout
  3. Excel—Download your Incentive Statement as a Microsoft Excel document
  4. Submit Inquiry—Send disputes or requests for information to your administrator or manager
  5. PDF—Download your Incentive Statement as a PDF document

Screen Shot 2016-06-13 at 9.44.27 AM

Incentive Statement Screen

The Incentive Statement is organized into two principal segments: a summary segment and the full report.

note: Your payments are shown in your personal payment currency.

Incentive Statement Summary

The summary segment of the Incentive Statement consists of the following sections:

  1. Incentive Summary—Shows your name, along with other personal details such as your company, title, manager, currency, and more
  2. Payments—Shows payments for the current period, previous period, and the year-to-date payment
  3. Quota Attainment—Shows a series of graphs displaying your quota attainment
  4. Year-to-Date Summary—Shows the year-to-date totals for credits, commissions, orders, and bonuses

note: Not all sections or detailed information may be visible, or in the order presented here. The specific information presented depends on how your administrator has configured the Incentive Statement for your business.

Screen Shot 2016-06-13 at 9.46.30 AM

Incentive Statement Summary

Incentive Statement Full Report

The Full Report segment of the Incentive Statement consists of the following sections, each showing a table summarized by month, quarter, and year

  1. Payments
  2. Quotas
  3. Credits
  4. Commissions
  5. Orders Bonus 

The Full Report segment can also optionally contain sections for Draws and Objectives.

note: Not all sections or detailed information may be visible, or in the order presented here. The specific information presented depends on how your administrator has configured the Incentive Statement for your business.

Screen Shot 2016-06-13 at 9.57.27 AM

Incentive Statement Full Report

You can expand the columns and rows by clicking >> to the right of the quarter you wish to expand or by clicking << to the right of the quarter you wish to collapse.

Display the Team Incentive Statement Report

  1. Click the myTeam tab, then click Team Incentive Statement in the secondary menu. The Team Incentive Statement screen appears.
  2. In the Hierarchy Period pane, choose period and date using the corresponding fields.
    Screen Shot 2016-07-11 at 3.22.41 PM                                                               Team and Organizational Hierarchy
  3. (Optional) Search for a person by typing text in the Search box and selecting the appropriate person that appears.
  4. (Optional) Select a person using either the My Team or Organizational Hierarchy pane.
    Using the My Team pane, do the following:
    • Click the and buttons to display the previous and next screen of team members, respectively.
    • Select a person to display the corresponding report.

Using the Organizational Hierarchy pane, do the following:

  •  Click the button to expand the hierarchy by a single level. Similarly, click the button to collapse the hierarchy to the corresponding level. • Select a person to display the corresponding report.
  • Click the Collapse All button to collapse the view to the root (top) of the hierarchy.
  • Click Full View to button to display the organizational hierarchy using the entire left pane. Similarly, click the Normal View button to shrink the organizational hierarchy down to the bottom of the left pane (default view).

Submit an Inquiry

You can submit an inquiry to communicate disputes and requests for information with your manager or administrator.

  1. Click the Submit Inquiry button. The Submit Inquiry dialog appears.
  2. In the To field, click the Select Users button. The Select Users dialog appears. Select the appropriate users, and click the Screen Shot 2016-07-08 at 8.46.17 AM button.
  3. In the Subject field, type the subject of the inquiry message.
  4. In the Description field, type the body of the inquiry message.
  5. Click the Screen Shot 2016-06-13 at 9.34.03 AM button. The message will appear in the Messages area, accessible by clicking the Screen Shot 2016-06-10 at 2.08.06 PMbutton in the main menu (top right of the screen). When the recipient replies to your inquiry, the response similarly appears in the Messages area.

Submit a Detailed Inquiry

You can submit an inquiry to your administrator or manager about a specific credit, commission, or bonus by doing the following:

  1. In the Full Report section of the Incentive Statement, click >> to the right of the quarter you wish to expand. The quarter expands to display each month in the quarter.
    Screen Shot 2016-07-11 at 2.53.45 PMNote that this option to expand quarters is only available to people with titles configured for monthly pay periods.
  2. Click a link to view details about the specific value. The Detailed Drill Down dialog appears displaying the information.
  3. Select an entry in the list to see related results.
  4. Click the button to download the drill-down details for the section you are currently viewing (for example, Credits).
    Depending on your browser, a dialog might appear allowing you to specify where to save the file. Save the roles file to your local machine.
  5. Click the button to submit an inquiry. The Submit Inquiry dialog appears.Screen Shot 2016-07-11 at 2.57.27 PM                                                                                         Submit Inquiry Dialog
    Do the following:
    a. In the To field, specify the recipients of the inquiry.  Click the Select Users link to select one or more users from the list that appears.
    b. In the Subject field, modify the default text that appears, as appropriate.
    c. In the Description field, type a message describing your inquiry.
    d. Click the Screen Shot 2016-06-13 at 9.34.03 AM  button. Alternatively, click the Screen Shot 2016-07-11 at 3.10.50 PM button to dismiss the dialog without submitting the inquiry.
    The message will appear in the Messages area, accessible by clicking the button Screen Shot 2016-06-10 at 2.08.06 PM in the main menu (top right of the screen). When the recipient replies to your inquiry, the response similarly appears in the Messages area
  6. Click the Screen Shot 2016-06-13 at 8.50.32 AM button to dismiss the Detailed Drill Down dialog.

 

Download the Statement as an Excel Document

You can download the Incentive Statement as a Microsoft Excel document for offline viewing and analysis.

note: The Incentive Statement downloaded as an Excel file does not include the additional information available when drilling down into details in the online report.

• Click the Excel button on the Incentive Statement main screen. Save the file to your local machine, as required.

Download the Statement as a PDF Document

You can download the Incentive Statement as a PDF document.

note: The Incentive Statement downloaded as a PDF file does not include the additional information available when drilling down into details in the online report.

• Click the PDF button on the Incentive Statement main screen. Save the file to your local machine, as required.