Incent Admin Reference Guide

DocuSign Documents (iOS)

DocuSign Documents (iOS) You can use the DocuSign Documents pod to display and manage DocuSign documents. Screen DocuSign Documents Pod How to… This section describes how to use the DocuSign […]

DocuSign Documents (Android)

DocuSign Documents (Android) You can use the DocuSign Documents pod to display and manage DocuSign documents. Screen DocuSign Documents Pod How to… This section describes how to use the DocuSign […]

Installing and Logging into the App

Installing and Logging into the App You can access your Incent-based compensation information using an Apple iOS device. This article describes how to install the application on your device, how […]

Configure > Reason Code

Configure > Reason Code Reason codes define codes for specific business reasons. After defining a set of reason codes, administrators and users can then use these codes to document the […]

Incent Administrator Plan Design Lookup Tables

Plan Design > Lookup Tables For certain types of compensation plans, lookup tables can significantly reduce and simplify the rules, rate tables, and formulas that you need to define. You can use […]

Docs > Route Plan Documents by Person

Route Plan Documents by Person You can use the Route by Person area to send plan documents to a group of people based on customizable criteria. This complements other Xactly […]

Incent Administrator myTeam > Team Plan Summary

myTeam > Team Payment Summary The Team Payment Summary report shows how prior period adjustments affect the paycheck of members of your team. When launching the report, you can select […]

Payment Summary Customization

Reports > Customize > Payment Summary You can customize the Payment Summary report to define the specific information available to users with access to the report. You can control details […]

Roles

Setup > Roles You can use the Roles area to define a set of user privileges in Xactly Incent. Privileges are defined as the ability to access an area of the […]

Commission Rules

Plan Design > Commission Rules Commission rules capture the logic needed to calculate a commission amount for a person for a specific order item. You can use the Commission Rules area to create the following […]