Setup and Organization
What setup object would you create to group together people in the same country?
A Business Group
What is Effective Dating otherwise known as?
Versioning
Where do you create or upload orders to Incent?
Orders > Orders > Staging
What is the first result type to validate in Incent?
Credits
What object is created to track sales targets?
Quotas
What object do you need to create before you create a People Record?
A User Record
What is the primary field that determines the creation of a new version?
Effective Start Date
What is the first result type that generates while processing orders through Incentives?
Credits
How can I customize the exact payroll results data I want to download?
Create a Payroll Template
What do I create to assign credit, commission, and bonus rules to titles or positions?
A Plan
Which record in Incent has a 1:1 relationship with a person?
Positions
What record will you version when processing a salary or personal target increase?
People Record
What field does Incent look at to assign an order to a sales user?
Employee ID
Where can I go to search across up to 13 periods of results?
Home Tab > Search Orders and Results
What is the most specific assignment for a plan design object?
Position Assignment
How do you control what tabs and pages of Incent users are able to navigate to?
Role Privileges
What do I need to version if I am creating new positions?
The Hierarchy
What two order fields must have a unique combination?
Order Code/Item Code
(at least one must be unique for each order)
What is the final step after finalizing results for a period?
Release Payments
What is the best way for me to update multiple peoples’ quotas at one time?
Use a quota upload template
What combination is required to calculate incentive compensation in Incent?
A Person assigned to a Position
What is the dependent order of objects needed to add a new sales user?
User > Person > Position > Hierarchy
What object can be created to automate and group together multiple order calculation processes?
Process Groups
Where can I go to see all results for a single order in one place?
Orders > Orders > Processed
What part of a rule determines if it generates a result or not?
The Rule Conditions