Cross reference column values from plan A,B into plan C — Cloud Customer Connect
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Cross reference column values from plan A,B into plan C

edited Jun 28, 2025 8:23AM in Compensation 4 comments

Summary:

Cross reference data from plan A, B into plan C

Content (please ensure you mask any confidential information):

I am trying to cross reference data from plan A into plan B.

Plan A - compensation plan with final payout as bonus (compensation amount -component 1) - this amount is posted via element.

Plan B - compensation plan with final payout as incentive (compensation amount -component 1) - this amount is posted via element.

Plan C - This plan is created so that a consolidated statement can be generated for both plans A& B.

I have created 2 plan components in plan C and attached plan level elig profiles which was earlier in individual plans A & B to these components as component level elig profile.

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