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 […]
Administrator
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 […]