Organization Introduction

The Organization area is used to set up information about people and their relationships in the company, which is used to both define incentive plans, and to calculate and pay incentive compensation. Within the Organization area, the defined hierarchy relationships also control the data that each person can view, such as the ability for a manager to see information about subordinates in various team reports.

What You Can Do

You can complete the following tasks in the Organization area:

• Create and manage titles
• Create people and manage effective changes
• Create positions and assign titles and people
• Define and manage the organizational hierarchy
• Create named relationships for incentive compensation calculations
• Check the status of organization uploads (using the myUploads menu)

Organization Flow

Access Control and Privileges

The Organization privilege with its underlying pages is needed for access to the Organization area. You can provide various administrator roles read-write or read-only access to all of the primary menus of the Organization area. This is helpful if you have teams of administrators with different roles.

Relationship to Other Areas

The following figure shows how the tasks you perform in the Organization area fit in the Xactly Incent workflow.

Typical Implementation Process Flow