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 […]
Objectives
Objectives Plan Design > Bonus Targets
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 […]
Using Xactly Objectives as a Manager
Using Objectives as a Manager Using Xactly Objectives as a manager typically involves the following steps: Log in to Incent as a user that has been assigned a role of […]
Using Xactly Objectives as an Employee
Using Objectives as an Employee Using Xactly Objectives as an employee typically involves the following steps: Log in to Incent as a user that has been assigned a role of […]
Objectives Plan Design > Notifications
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 […]
Objectives Results > Plans
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 […]
Objectives Results > Payments
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 […]
Objectives Results > Measure
Results > Measure You can use the Measure area to measure company and discretionary objectives. Individual objectives are measured on each plan in the Results > Plans area. Measure Screen How [...
Plan Design > Plan Templates
Plan Design > Plan Templates You can use the Plans area to create and manage plan templates, add company objectives to plans, optionally add specific weightings to objectives, and then assign pla...
Using Xactly Objectives as a Manager
Using Objectives as a Manager Using Xactly Objectives as a manager typically involves the following steps: 1. Log in to Incent as a user that has been assigned a role […]