Administrator

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 […]

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 […]

Objectives Setup > Settings

Setup > Settings You can define settings for plan payment caps, objective payment caps, and the proration of plan bonus values on the Setup > Settings page. These settings apply […]

Objectives Plan Design > Bonus Targets

Plan Design > Bonus Targets You can use the Bonus Targets area to define and maintain information about people who will use Xactly Objectives. You can enter this information directly in […]