Commissions Overview and Plan Basics
- Commissions Overview
- Understanding key terminology and concepts
- Discussing the compensation process cycle
- Introducing a sample use case scenario
Navigation and Basic Administration
- Reviewing how to log-in to Commissions
- Setting up system preferences and data
- Importing compensation related data using data loaders
- Discussing Calendars and Default Periods
- Reviewing Business Units and other reference data
Organization Data
- Identifying the different types of organization data
- Creating Participants, Positions and Titles
- Creating Custom Roll Relationships
- Defining effective versions
Compensation Elements
- Defining transactions and orders
- Reviewing categories, classifiers and root categories
- Discussing classifier types and classification rules
- Creating a category hierarchy
- Writing a classification rule
- Discussing key compensation plan elements
Elements of a Compensation Plan
- Describing the compensation plan management process
- Creating and Assign a Compensation Plan
- Understanding and managing the different types of Compensation Rules
Calculation and Results
- Reviewing the pipeline calculation process
- Identifying the different calculation processing stages
- Demonstrating how to manually enter results
- Defining payments and balances
Additional Topics
- Discussing Standard Reporting
- Demonstrating how to configure a standard report
- Reviewing Data Integration
- Explaining Dashboards and Widgets
- Discussing the Plan Communicator
- Reviewing the Disputes Management tool
