A date slice of an IncentivePlan, generated automatically on plan insert from the plan's periodType (Yearly one row through to Daily one row per day; weekly rows align to Monday). Per-resource targets (IncentiveResourceTarget), KPI accruals and Compensation payout documents all key off the period. Also supports simulations: a period can be cloned as a what-if via simulationSourcePeriodId with simulationName/simulationType describing the run.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateFrom | Date From | Date | | |
DateTo | Date To | Date | | |
Id | Id | Guid | Yes | |
IncentivePlanId | Incentive Plan | Lookup → IncentivePlan | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PeriodName | Period Name | Text | | |
ProcessLog | Process Log | Text | | Free-text log slot for period processing runs; informational only. |
RecordTypeId | Record Type | Guid, hidden | | |
SimulationName | Simulation Name | Text | | |
SimulationSourcePeriodId | Incentive Period | Lookup → IncentivePeriod | | Set on a what-if copy of a period: points at the real period the simulation was cloned from; the source period lists its simulation children. SimulationName and SimulationType describe the run. |
SimulationType | Simulation Type | PickList | | Values: Previous Period, Same Period Last Year, Imported KPI Data. |
Status | Status | PickList | | Values: Calculated, Draft. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
