Plan Design > 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 […]
Plan Design- Admin Reference Guide
Incent Administrator Plan Design Introduction
Introduction to Plan Design The Plan Design area is used to create incentive rules and plans that define a company’s incentive compensation program. A person can be assigned to one […]
Incent Administrator Plan Design Rules Library
Plan Design > Rules Library The Rules Library area is used to define five types of rules: Direct Credit, Indirect Credit, Commission, Commission Clawback, and Bonus. The rules can be […]
Incent Administrator Plan Design Attainment Measures
Plan Design > Attainment Measures You can use the Attainment Measures area to create and manage attainment measures, thereby allowing you to use these measures consistently throughout the application. Screen […]
Incent Administrator Plan Design Rate Tables
Plan Design > Rate Tables The Rate Tables area allows setting commission rates based on attainment goals. Rate Tables are used in commission rules, as defined in the Plan Design […]
Incent Administrator Plan Design Formulas
Plan Design > Formulas The Formulas area contains user-defined expressions that you can use when creating rules for incentive compensations. Formulas can be either numeric, relational, or based on the […]