Administrator Setup

Introduction

You can use the Setup area to specify general application settings that identify incentive compensation plans, control compensation payment, and customize the user experience for your payees.

note: Before you can use Xactly Incent, you need to set up several required elements (available in the Setup area) including business groups, user access, roles, users, the incentive calendar, company messages, and type codes. Xactly Incent provides some default setup options to help get you started.

What You Can Do

You can complete the following tasks in the Setup area:

• Manage business groups
• Set business-wide preferences
• Manage user roles (such as admins, executives, managers, and payees)
• Manage users
• Define calendars
• Set exchange rates
• Configure the following areas:
  • Credit types
  • Unit types
  • Order types
  • Reason codes
  • Earning groups
  • Error messages
  • Employee Status
  • Batch types
  • External processes (Incent only)
  • Process groups (Incent only)
• Create custom fields
• Manage tags
• Manage the Translation Workbench (Incent only)
• Customize the following areas:
  • Estimator Fields
  • Estimator Integration
  • Tokenized Fields (Incent only)
  • Login Profiles
  • Manage Certificate
  • SAML Integration 
  • OAuth integrations 
  • SalesForce Orgs
  • Custom applications
  • Company Branding

Access Control

The Setup privilege with its underlying pages, located under Setup > Roles, is required to access the Setup area.

Relationship to Other Areas

The following illustration shows how the tasks you perform in the Setup area fit in the Xactly Incent implementation workflow.

Typical Implementation Process Flow