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 […]

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 […]

Plan Design > Periods You can use the Periods area to configure and manage periods within Xactly Objectives. For each period, you can specify the plan evaluation period (either yearly or […]

Plan Design > Notifications You can use the Notifications area to define and manage when notifications and reminders are sent prior to the due dates for a wide range of […]

Setup > Due Dates You can use the Due Dates area to define and manage sets of due dates based on relative dates associated with each step in the plan workflow. […]

Results > Plans You can use the Plans area to display a summary and detailed overview of all plans within the organization. You can also filter the plans displayed by period […]

Plan Design > Objectives You can use the Objectives area to create and manage company, individual, and discretionary objectives (which can then be added to plans). A company objective is […]

Download Audit Data Xactly Objectives captures information about the creation, update, and deletion of data for audit purposes. You can use the Audit area to define the audit details to download […]

Setup > Teams You can create teams to help group and categorize people in your organization. You can then use these team definitions to more easily assign plan templates to […]

Results > Payments You can use the Payments area to display and manage payments, release payments and download results (in CSV format) to your local machine, as required. The payment […]