Read evaluated compensation
Compensation is where incentive evaluation lands. A compensation record is the payout header for one plan, one period and (optionally) one partner account or branch; its compensation lines each hold one participant's evaluated result — what they achieved and what they earned. What they can earn is defined up front on the incentive plan as compensation slabs: bands of achievement, each with a reward.
Treat the compensation screens as evidence to review, not a place to type a replacement result: every save of a line re-runs the evaluation and overwrites the computed figures. Start from the register described in Tracking incentives, then open the record whose plan, period, participant and amount you need to explain.
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Incentive Plan and Incentive Period on the header identify which plan definition and performance window this payout run belongs to; the status chip beside the name is the tenant-defined review state.
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One Compensation Line per participant (Incentive Resource). Saving a line re-runs the incentive engine and overwrites its achieved figures and reward; Is Compensation Received is a manual acknowledgement.
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New adds a participant line. The engine evaluates it on save only when the line carries a plan and period and the plan is Approved.
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Account and Branch scope the header to a partner or branch for plans whose member type is Partner or Branch.
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Total Incentive Amount and Status are header fields the engine never writes — reconcile the total against the lines' Incentive Amount during review.
Where to find it
Open the Rewards app and choose Compensations in the app navigation. The list opens as All Compensations; click a record name to open it in a workspace tab. The record shows the child Compensation Line grid on the left and the Details tab on the right. A user needs read access to the Compensation and Compensation Line entities in their security profile to see the screen, and the Rewards app itself must be enabled for the tenant's licence.
Compensation records
The header carries the scope and lifecycle of a payout run:
| Field | What it holds |
|---|---|
| Name | The record number (auto-generated) |
| Incentive Plan | The plan whose lines and slabs the evaluation used |
| Incentive Period | The performance window whose KPI accruals were counted |
| Account | The partner account the header is scoped to, for partner-member plans |
| Branch | The branch the header is scoped to, for branch-member plans |
| Status | The review or payout state. The values are tenant-defined picklist entries and the engine never changes them; setting them is a manual step |
| Total Incentive Amount | The header total. The engine writes amounts on the lines only — it does not roll them up into this field, so reconcile the header against the sum of the lines' Incentive Amount when you review a run |
Plan and period on the header are for reading; the engine evaluates against the plan and period stored on each line.
Compensation lines
Each line names the participant (the plan's Incentive Resource), the Incentive Plan and the Incentive Period. Saving a line — creating it or editing any field — triggers the incentive engine for that line. The run:
- Skips silently when the line has no Incentive Plan or no Incentive Period, or when the plan's status is not Approved (the engine only loads lines of approved plans).
- Loads the plan's incentive lines in sequence order, with their targets and slabs, and the period's KPI accruals for the plan.
- For every target, finds the participant's Incentive Resource Target (the quota assigned to this resource for this target). A participant with no quota for a target, or a quota of zero, scores nothing on that target.
- Sums the matching KPI rows — matched to the participant by the plan's member type (Resource, Partner, Branch or Customer) and narrowed by the target's item, account or item-group filter — and stamps the summed achieved figure on the line.
- Computes the achievement percentage, picks the qualifying slab (see below) and writes the reward.
Achieved figures are stamped per target type so the result is auditable: No of Bookings (for No Of Sale Orders targets), No of Invoices, Sale Order Amount, Sale Amount, Sale Order Quantity, Sale Quantity (for Invoice Quantity), Purchase Order Amount, Purchase Order Quantity, No Of Unique Invoices (distinct accounts), No Of Unique Items (distinct items) and Custom KPI Value.
The reward depends on the qualifying slab's compensation type: an Incentive Amount, Gifts plus Points, a linked Scheme, or a linked Discount Group.
Beyond the engine-written fields a line carries review fields the engine never touches: Status (tenant-defined picklist), Override Incentive Amount for a manually agreed figure kept separate from the computed one, and Is Compensation Received to record that the payout reached the participant. Use these rather than editing the computed amount, which the next save would overwrite anyway.
Compensation slabs
Slabs live on the plan, attached to an incentive line, and state what each band of achievement earns. A slab has a percentage band — From Percentage and To Percentage of target achievement — a Sequence Number that sets evaluation order, and a Compensation Type:
| Compensation type | The participant earns |
|---|---|
| Fixed Amount | The slab's Incentive Fixed Amount |
| Amount Per Unit | Incentive Amount Per Unit × the achieved value of the target the slab qualified through |
| Amount Per Unit Incremental | The same product, doubled |
| Percentage On Value | Amount Percentage of the achieved value |
| Gifts | The slab's Gifts and Reward Points, copied onto the line |
| Discount Group | The slab's Discount Group, linked on the line |
| Scheme Rewards | The slab's Scheme, linked on the line |
Only the types above have a payout branch in the engine. The picklist also offers KPI Reward Value, KPI Reward Value Percentage, Reward Points and Slab Reward Percentage, and the slab has Percentage on Profit, From Value, To Value, Target Percentage and Member Resource Type fields — a slab configured with any of these qualifies like any other but writes no reward. Choose one of the seven implemented types. The default picklist does not include Scheme Rewards; an administrator must add that value under Setup before a slab can use it.
How a slab is picked
For each target the engine computes the participant's achievement percentage — reached ÷ quota × 100, rounded down to a whole number — and walks the line's slabs in sequence order. The first slab whose band contains the percentage qualifies; From Percentage empty counts as 0, and To Percentage empty or 0 makes the band open-ended upward. Design bands to meet cleanly: with slabs 0–80 and 81–120, an achievement of 80.9 floors to 80 and lands in the first band.
Two computation details worth knowing:
- Percentage On Value compares before it writes: if the line already carries an Incentive Amount from an earlier slab, the percentage-based amount replaces it only when it is higher. Every other amount type simply overwrites — when several targets or incentive lines qualify on one save, the last amount written wins.
- Amount-per-unit types multiply by the achieved value of the target the slab qualified through — quantity targets pay per unit achieved, value targets per unit of value.
An incentive line whose definition criteria is Always (No Criteria) qualifies without evaluating its targets, so no slab is matched and no reward is written; give every paying line real targets and a criteria of All or Any conditions.
Common questions
Why did the amount on a line change when I saved it?
Saving a compensation line re-runs the evaluation against the current KPI data, target quotas and plan definition. If performance accrued, a quota changed, or a slab was edited since the last save, the freshly computed achieved figures and reward replace the previous ones. Record a reviewed figure in Override Incentive Amount, which the engine does not write.
A line saved but shows no achieved figures and no amount. Why?
Check, in order: the line has both an Incentive Plan and an Incentive Period; the plan's status is Approved; the participant has an Incentive Resource Target with a non-zero value for each target; KPI rows exist for that plan and period and match the participant according to the plan's member type. Any one of these missing makes the engine skip or score zero without an error. Troubleshooting walks through each check.
Can a slab reward something other than money?
Yes — Gifts writes Gifts and Points to the line, Discount Group links a discount group, and Scheme Rewards links a trade scheme. The last two bridge into the pricing and scheme machinery, so an incentive can pay out as better commercial terms rather than cash. They are written to separate fields, so a line can hold a cash amount and a gift or scheme at the same time.
What happens between two slabs' bands?
Nothing — an achievement percentage that no band contains qualifies no slab, and no reward is written for that target. Make the From of each slab continue where the previous To ends, and leave the top slab's To empty so over-achievement still pays.
Does the header total update when I add or re-save lines?
No. Total Incentive Amount is stored on the header and nothing recomputes it from the lines. Sum the lines' Incentive Amount (or use a report on Compensation Line grouped by Compensation) and set the header figure as part of your review.