Navigate Login Messages Incent displays important messages from the Xactly administrator as a pop-up dialog immediately after you log into the application. note: These messages appear only once after logging in, […]

Understanding Prior Period Adjustments Prior period adjustments are retroactive changes to your incentives that might have been generated because of changes to compensation plans, updates to transactional data (such as […]

You can display the business dashboard for your organization. note: By default, the name of the business dashboard is Plan Incentives, however, this can be configured by the administrator. 1. […]

You can download the document statuses for offline analysis using Microsoft Excel or another application. Click the Document Mgmt tab, then click Status in the secondary menu. The Status screen […]

You can display a plan document or certification letter to verify details related to the document. Click the Document Mgmt tab, then click Status in the secondary menu. The Status […]

Plan Summary The Plan Summary report provides you with real-time visibility into your incentive plan. note: Since the Plan Summary report represents the plan year, the period automatically defaults to […]

Incentive Details The Incentive Details page provides you with real-time visibility into your payments and orders. Submit Inquiry—Send disputes or requests for information to your administrator or manager Download Details—Download […]

Display the Business Dashboard • Click the Home tab, then click myHome in the secondary menu. The Business Dashboard appears. note: Note that the name of the Business Dashboard is […]

Display a User Dashboard Click the Home tab, then click myHome in the secondary menu. The Business Dashboard appears Click the    button (next to the dashboard name on the left) […]

Change the Dashboard Layout You can change the layout of dashboards that you have created. Note that you cannot change the layout of the default business dashboard defined for your […]