Customize > Estimator Integration You can use the Estimator Integration area to integrate incentive estimator input with a Customer Relationship Management (CRM) application. Screen Estimator Integration Screen All Fields The following […]

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 […]

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 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 > 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 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 > Error Messages You can use the Error Messages area to create user-defined codes and messages to help identify errors during the staging order item validation process. The error […]

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 > Order Type Order types enable you to define types of transactions that will be used in plan design and calculation.  The order types companies create are typically determined by the plan components […]

Configure > Unit Type You can use the Unit Types area to create additional currencies in Xactly Incent. The currencies you define in this area appear in various drop-down lists throughout […]