Incent Administrator Plan Design Commission Rules Commission rules define rules that calculate a commission based on a credit amount for the user on a given Order Item. Commission Rule Screen […]

Incent Administrator Rules Library > Direct Credit A Direct Credit Rule calculates a credit amount to the owner(s) of the order item. Formulas are usually created before Direct Credits are […]

Plan Design > Plans You can use the Plans area to define incentive compensation plans by selecting various rules and associating them with users through titles and/or positions. Screen Plans […]

Plan Design > Draws You can use the Draws area to manage guaranteed payment incentives to sales representatives. Draws are different from other incentives, such as bonuses, in that draws […]

Plan Design > Illustrator Rules You can use the Illustrator Rules area to manage rules that are applied to the Plan Illustrator pod. Specifically, administrators can control the following: The […]

Plan Design > Rules Library > Bonus Rules The Bonus Rule area is used if a bonus needs to be given. Bonus rules can be evaluated on a periodic basis […]

Plan Design > Rules Library > Commission Rate Tier Match Commission rate tier match rules enable administrators to define rules that use the rate tiers from the primary commission rule […]

Plan Design > Rules Library > Commission Clawback Commission clawback rules define a set of rules that enable the “clawback” of a portion or all commissions given on a historic […]

Plan Design > Rules Library > Commission Commission rules define rules that calculate a commission based on a credit amount for the user on a given Order Item. Screen Commission […]

Plan Design > Rules Library > Indirect Credit Indirect credits enable you to calculate a credit amount to other positions in the company based on direct credits and relationships. Indirect […]