Xactly Incent Administrators’ Workshop
Course Registration
Course Overview
The Xactly Incent Administrators’ Workshop is designed to provide administrators with hands-on experience administering a fully configured Xactly Incent application as well as setting up and testing new compensation plans in Xactly Incent. Upon completing the workshop, the attendees will be able to upload orders, process payment calculations, use standard reports, perform basic administrative functions, and build and test new compensation plans using Xactly Incent.
Course Objectives
- Provide a solid understanding of the Xactly Incent process, objects and their relationships for incentive compensation calculation and application configuration
- Build the foundation for using Xactly Incent to design and set up new compensation plans and configurations
- Develop essential skills required to administer and maintain an existing configuration as well as test and build new compensation plans in Xactly Incent
- Provide best practices for setting up plans that are efficient, reusable and easy to maintain
Target Audiences
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Compensation Administrators, Compensation Plan Designers, and Sales Operations Professionals who are responsible for setting up, administering, and configuring incentive compensation plans within Xactly Incent.
Course Length
Classroom - 3 days, 9:00 am to 5:00 pm
Fee
$2000 USD per person
Format
This is an instructor-led workshop which will include the following topics:
Day 1
Introduction
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Overview of Xactly Services and resources
- Accessing Xactly Incent
- Business messages
Xactly Incent Overview
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Xactly process flow
- Object definition and relationships
Compensation Plans and Application Configuration Review
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Commission plans
- Quotas
- Rates
- Hierarchy
Uploading orders and processing incentive calculations
- Order upload template
- Upload and Download Orders
- Process Calculations
- Recommended best practices
Reviewing and Downloading Results
-
Reading results
- Manual adjustments
- Downloading results
Finalizing a Period
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Finalizing a period
- Releasing payments
- Downloading a payroll file
Reviewing Standard Reports
- Define and review all standard reports as an administrator
- Review standard reports as a sales rep or a sales manager
- Use The Icentive Estimator
- Download reports
Configuration Maintenance
- Update the configuration for new employees
- Change reporting relationships
- Make plan changes
Day 2 – Basic Plan Configuration
Configuration overview
- Xactly Incent configuration process review
- Xactly Incent calculation process and terminology
Plan review and analysis
- Review a sample comp plan
- Identify key components in the plan
Plan design overview
- Map plan components to Xactly Incent objects
- Understand the data dependencies when setting up various objects
Application configuration
- Describe the steps to create the Xactly Incent objects
- Describe specific details about how these objects work
- Configure the Xactly Incent application
Configuration testing
- Define types of testing processes
Day 3 – Advanced Plan Configuration
Plan review and analysis
Plan design
- Map plan components to Xactly Incent objects considering the existing objects
- Design roll-ups, variable rates, and accelerators
- Design a Bonus Plan
Application configuration
- Describe the steps to create the additional Xactly Incent objects needed to support the advanced plan
- Describe specific details about how these additional objects work
Configuration and testing
Attend This Course
Contact
To find out more about Xactly's Education offerings, email training@xactlycorp.com or visit www.xactlycorp.com
1.866.GO.XACTLY Ext. 432
1.408.207.9532
Course Registration
