- Revision History
- Overview
- Feature Summary
- Sales Performance Management
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- Territory Management
- Incentive Compensation
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- Run Calculation Process at the Same Time Across Business Units
- Identify Anomalies in Credited Transactions
- Run Crediting for a Subset of Transactions
- Prevent Role Assignment Rule Mistakes and Mass Role Deletions
- Import Pending Hire Participants from HCM
- Import Performance Measures, Plan Components, and Plans in Bulk
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This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 15 SEP 2022 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Run Calculation Process at the Same Time Across Business Units |
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Prevent Role Assignment Rule Mistakes and Mass Role Deletions |
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Import Performance Measures, Plan Components, and Plans in Bulk |
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Manage and View Custom Territory Dimensions
Allow sales operations teams to define up to 10 custom dimensions, in addition to the existing 7 account, 3 auxiliary, and 3 opportunity/lead dimensions. You can view and manage custom dimension members for active and draft territories. Additionally, you can manage and review custom dimension members for territories using the Territory REST services and Export and Import Management. Custom dimensions can be used to drive territory assignment to sales accounts, opportunities, leads, deals, and partners.
Sales organizations can define up to 10 custom dimensions, in addition to the existing dimensions, to define the boundaries of a salesperson's area of responsibility.
Steps to Enable
You can enable this feature by adding a custom dimension to the territory dimension configuration. Here's how you can do it:
- Go to Setup and Maintenance and search for the Enable Dimensions and Metrics task.
- Select Edit.
- Add one of the Extension 1 to Extension 10 dimensions.
- Select a Source lookup for the dimension.
- Save and close.
- Select Actions, Load and Activate.
- Use the Actions, Refresh option to confirm that the load and activate processes completed successfully.
Tips And Considerations
The sources of custom dimensions are standard lookups that determine the set of available dimension members.
The following custom dimension features are not yet available:
- Using custom dimensions as filter dimensions for customer or partner inclusions.
- Using custom account or contact fields mapped to custom dimensions to drive sales account territory assignment.
- Using custom opportunity or revenue fields mapped to custom dimensions to drive revenue territory assignment.
Key Resources
- See the "Territories" chapter in the sales Implementation Reference guide.
Role And Privileges
- Sales Administrator
Run Calculation Process at the Same Time Across Business Units
The calculation process is now compatible across business units for customers who have multiple business units. Customers who want to run the calculation process in one business unit are no longer blocked by a calculation process running in another business unit.
Calculation Process
Calculating in smaller business units is no longer blocked by long-running calculation processes in other business units.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If you run calculation simultaneously in multiple business units, the number of workers available in an environment is distributed across those processes in those business units. There's a trade-off in being able to run calculation simultaneously across multiple business units but with fewer workers or running your calculation process using all available workers being completely blocked by a calculation process in another business unit.
Key Resources
- See the "Calculation Processing" chapter in the Using Incentive Compensation guide.
Role And Privileges
- Incentive Compensation Analyst
- Incentive Compensation Manager
Identify Anomalies in Credited Transactions
Identify patterns in credits and transactions using historical data by running the Gather Credit Insights process. Get hidden insights into your data and identify credit anomalies by running reports comparing current data with summarized historical data. Sample reports are embedded in the health dashboard available in Cloud Customer Connect.
Identify and use trends in credits and transactions to identify anomalies and to do future planning.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Earnings" chapter in the Using Incentive Compensation guide.
Role And Privileges
- Incentive Compensation Analyst
- Incentive Compensation Manager
Run Crediting for a Subset of Transactions
Run the crediting process for specific transactions within a date range using transaction selection rules. Create these transaction selection rules in the Manage Incentive Selection Rules task in Setup and Maintenance. Crediting runs only for those transactions that satisfy the criteria of the transaction selection rule you select. A selection rule is an optional parameter when you run the crediting process. If you don't pick a transaction selection rule, crediting runs for all the transactions within the selected date range.
Crediting Process
Run targeted crediting and save time while testing. This way, you can prevent inadvertent reprocessing of transactions that you have verified for a specific payment cycle.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Sign in as a user with the Incentive Administrator role.
- Navigate to the Manage Incentive Selection Rules task in Setup and Maintenance.
- Select the Filter Transactions type.
- Create selection rules. These rules appear as values you can pick in the Select Transactions Using the Rule field when you run crediting.
When you pick a transaction selection rule, the crediting process selects the transactions that fit the criteria in the selection rule used and only runs crediting for those transactions.
Even though this is a convenient functionality to run crediting for targeted transactions, it's advisable to run crediting without any selection rules at the earliest opportunity, because running partial crediting could affect the results of downstream processes like calculation.
Key Resources
- See the "Transaction Selection Rules" section in the Implementing Incentive Compensation guide.
Role And Privileges
- Incentive Compensation Manager
- Incentive Compensation Analyst
- Incentive Compensation Administrator
Prevent Role Assignment Rule Mistakes and Mass Role Deletions
Use error detection to avoid mistakes when managing assignment rules and participant roles. New warning messages on the Manage Assignment Rules screen notify users when their changes may impact existing role assignments. Mass delete detection identifies when a large number of existing role assignments are being removed and stops automatic approval to prevent accidental deletion.
This feature lets you:
- Avoid mistakes when managing assignment rules.
- Prevent accidental mass deletion of role assignments.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Overview of Preventing Mass Role Deletions
- This feature applies when automatic approvals are enabled for the business unit. Manual approvals continue to present the deletion proposals requiring approval before proceeding.
- When more than 50 roles deletions are detected during processing, the job ends with a warning, and none of the role proposals for that job are deployed.
Reviewing Prevented Deletions
- After the job ends in warning, user can review the proposed deletions in the Review Role Proposal Assignments screen.
- If the mass deletions are intended, you can run the Run Participant Assignments job with the Prevent Assignment Mass Deletions mode set to No for bulk updates.
Key Resources
- See the "Participant Assignments" chapter in the Using Incentive Compensation guide.
Role And Privileges
- Compensation Administrators
- Compensation Managers
- Compensation Analysts
Import Pending Hire Participants from HCM
Import employees with hire dates in the future using the participant selection rules.
This feature lets you:
- Easier new hire onboarding and setup.
- Import employees before their hire dates for review and plan assignments.
Steps to Enable
- Navigate to Setup and Maintenance.
- Under Sales, select the Incentives functional area.
- Search for and open the Manage Parameters task.
- Under the Participant Parameters section, set Enable Import of HCM Future Dated Employees to Yes.
- Enter the number of days prior to hire date that you want to include in imports.
Enable Import of HCM Future-Dated Employees
Key Resources
- See the "Participant Imports" chapter in the Using Incentive Compensation guide.
Role And Privileges
- Compensation Administrator
- Compensation Manager
- Compensation Analyst
Import Performance Measures, Plan Components, and Plans in Bulk
Create performance measures, components, and plans in bulk by filling Microsoft Excel templates and uploading them using Import Management. As long as rate tables and expressions exist, you can easily configure measures, components, and plans in bulk to reduce configuration time. Use the import functionality to both create and update measures, components, and plans.
This feature lets you configure plans faster in bulk, with fewer clicks.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Rate tables and expressions to be used in measures and components must exist before they can be used in the file templates.
- To create child objects, you can export the parent object to get the unique identifier or primary key of the parent object. For example: to assign credit categories to a performance measure, you export the performance measure to get the unique identifier of the performance measure.
Key Resources
- See the "Plan Validation, Approval, Export, and Import" chapter in the Using Incentive Compensation guide.
Role And Privileges
- Incentive Compensation Plan Administrator