Plan Information
Incent administrators can use the Plan Information area to display detailed plan information for a specific payee. The report shows both personal data (standard and custom fields) and plan information, including credit rules, named relationships, commission rules, plan quotas, commissions rates (rate tables), draws, and bonus rules.
The Plan Information report provides a similar view to that of a person’s Plan Document or Plan Summary report, but goes into greater detail concerning specific credit rules, named relationships, bonus rules, and other information that should be helpful to administrators in daily processing and troubleshooting.
Plan Information Screen
How to…
This section describes how to display the plan information report for a payee.
Display the Plan Information
- Click the Home tab, then click Plan Information in the secondary menu. The Plan Information screen appears.
- In the Hierarchy Period pane, choose the period and date using the corresponding fields.
Note that the default period comes from the REPORT_DEFAULT_PERIOD business preference. In addition, the date field is useful for determining the correct person version in case any person or plan changes mid-period.
Organizational Hierarchy
- (Optional) Search for a person or position by typing text in the Search box and selecting the appropriate payee that appears. The search options include person name, position name, and employee ID.
- (Optional) Select a person using the Organizational Hierarchy pane:
- Click the
button to expand the hierarchy by a single level. Similarly, click the
button to collapse the hierarchy to the corresponding level. - Select a person to display the corresponding report.
- Click the Collapse All button to collapse the view to the root (top) of the hierarchy.
- Click the Full View button to display the organizational hierarchy using the entire left pane. Similarly, click the Normal View button to shrink the organizational hierarchy down to the bottom of the left pane (default view).
- Click the