Incent Administrator Reference Guide
Introducing the Help Center
This help center is organized to match the design of the Xactly Incent application user interface.
The Xactly Incent application is divided into tabbed areas. Each tab contains a group of features that define a piece of the compensation framework and is targeted towards a specific user. The following sections describe each of these tabbed areas:
Home appears when a user logs in. This area allows users to display a series of informational pods (in the myHome area), search orders and results, and display plan information.
Setup lets administrators define general application details by setting up business groups, roles, users, the incentive calendar, company messages, and type codes (such as currencies and user-defined types). Administrators typically create these items first.
Data is used to export and import data and system settings between Xactly Incent and Xactly Modeling. Administrators can also check the status of export and import operations, and download export data and settings to a local computer. And once a week, administrators can complete bulk extracts of data for archiving purposes.
Organization lets administrators specify information about the people in your company who receive compensation, and specify titles and relationships.
Company Data lets administrators set up company-specific information used in incentive compensation rules. Administrators can define products, customers, and geography hierarchies.
Plan Design defines the elements of incentive compensation plans, including quotas, quota relationships, formulas, rate tables, pay curves, lookup tables, attainment measures, rules, draws, and plans.
Orders lets administrators upload and create sales orders, and organize the orders into batches. Administrators can validate batches of orders, and initiate credit and incentive calculations. Administrators can also create validation rules and corresponding validation error messages.
Results shows calculated credits, commissions, bonuses, draws, and payments. Administrators can also create manual credits and bonuses, and download payments.
Reports lets administrators view incentive compensation through dynamically-generated standard reports.
Document Management lets administrators define plan document and certification letter templates. Administrators can also preview, route, and monitor the status of these documents.
myIncentives shows individuals their compensation through an Incentive Statement, Incentive Details, and Plan Summary.
myTeam lets managers view the individual and collective performance of their teams through a series of standard reports including Team Incentive Statements, Team Incentive Details, and Team Plan Summary.
Incentive Estimator allows individual users to run “what-if” incentive compensation calculations based on actual plans and YTD attainment. This provides visibility into performances before, during, and after a sale.
Integration enables administrators to integrate access to Xactly Incent from within leading Customer Relationship Management (CRM) applications such as Oracle (Siebel) CRM On Demand and Salesforce CRM.
Document Conventions
This document uses the following conventions:
| Conventions | |
|---|---|
| Bold | Emphasizes buttons or items in the user interface that users select. For example, "Click OK to save changes." |
| * | Indicates a required field. |
| note: | Emphasizes additional information about a topic. |
| important: | Highlights information that is helpful in completing a task. |
| Italics | Used for the following: • Simple emphasis, such as Do not turn off the computer • User interface objects, such as screen and field names • Table titles, row, and column headings |