Incentive compensation - Recovery Amounts Dashboard

Summary

19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject Area

Content

Business Use Case:

Attainment Ranking & Summary

Subject Areas used – IC Performance & Earning Summary

Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

The below dashboard is a sample implementation that shows how the Performance and Earnings Summary Subject area can be used to report metrics related to payment recovery.

This report is designed for the benefit of an Incentive Compensation Manager and/or an Incentive Compensation Analyst to help them understand the advance amount recovered and also the advance to be recovered based on ITD and PTD calculations so that the payments can be adjusted as required.  Further, the Subject Area has been enhanced to support reporting of comp plan assignment types (Direct/Role-based) and also whether the participant’s incentive has been customized at a comp plan level.