Home- Admin Reference Guide

Customize > Estimator Fields

Customize > Estimator Fields You can use the Estimator Fields area to set up standard and custom fields that are visible to all users in the Incentive Estimator. Screen Estimator Fields […]

Tags

Setup > Tags You can use the Tags area to manage tags for your organization. Tags allow you to assign groupings to plan design items (such as rules or rate tables), […]

Configure > Process Groups

Configure > Process Groups You can use the Process Groups area to create and manage process groups within Incent. Process Groups define a sequence of steps (actions) that can be […]

Configure > External Processes

Configure > External Processes You can use the external processes area to create a connection to a process group in Incent for any custom processes you have developed with either […]

Configure > Batch Type

Configure > Batch Type You can use the Batch Type area to create and manage batch types within the application (Incent or Modeling). Screen Batch Types Screen Displayed Columns The […]

Configure > Employee Status

Configure > Employee Status You can use the Employee Status area to create employee statuses, which you can then use in conjunction with Person records defined in the Organization > People area. […]

Configure > Earning Group

Configure > Earning Group Earning groups enable you to define groups of incentives that will be used in reporting.  The earning groups companies create are typically determined by incentive components or earning populations required by […]

Configure > Credit Type

Configure > Credit Type Credit types enable you to define types of credits that will be used in calculation and reporting.  The credit types companies create are typically determined by the plan components, types of transactions […]

Plan Information

Plan Information Incent administrators can use the Plan Information area to display detailed plan information for a specific payee. The report shows both personal data (standard and custom fields) and […]

Search Orders and Results

Search Orders and Results You can use the Search Orders and Results area to perform basic or advanced searches of order and results data across multiple periods (up to 13 […]