Processing Incentives

Processing in Incent occurs when one of the following happens in Incent:

• A batch of orders is uploaded and calculated or reset
• A manual credit or bonus is created
• A period is previewed or finalized
• Results on hold (credit, commission, or bonus) are released
• Incentives are modeled with the Incentive Estimator

The calculation process creates credits, commissions, bonuses, and payments based
on data entered or stored in the application. Calculation is similar to a formula that you use in an Excel spreadsheet. Things that are calculated include anything that you store, as well as year-to-date data.

The calculation process proceeds as follows:

1. Orders are loaded into Incent in batches using the Order Staging area.

2. An administrator processes orders through credits or through incentives using the
process queue (in the Process Status area).

• Direct and indirect credits associated with the order item are created when
orders are processed through credits.
• Commissions are created when orders are processed through incentives. The
commissions can be based on a flat rate, a rate table, or the highest tier. Note
that rate table and highest tier rules require a quota.
• Bonuses can be defined as a flat amount or based on a formula.
Calculated orders appear in the Processed Orders area.

3. After incentives are processed, Incent creates detailed payments for each person.

4. When a period is finalized or previewed, Incent adds draw amounts (which are
computed monthly) to the payment amount.

5. When a period is finalized, Incent deducts negative balances from the final payment.

note: Administrators need to initiate this process, as needed.
The following sections take a look at each type of calculation that Incent performs,
and describe how these calculations work:

• How Credits are Evaluated for Calculation
• How Commissions are Evaluated for Calculation
• How Bonuses are Evaluated for Calculation
• How Draws are Evaluated for Calculation
• Understanding Attainment Calculations