Incentive Compensation Course Overview
Lesson and Course Objectives
Course Schedule
Outline of Course Hands-On Activities
Oracle Fusion Resources
Introducing Oracle Fusion Applications and Incentive Compensation
Introduce Oracle Fusion Applications User Interface
Introduce Oracle Fusion Customer Relationship Management, Human Capital Management, and Incentive Compensation
Introduce the Manage Incentive Compensation Main Business Activities
Introduce Incentive Compensation Transaction Processing
Model and Configure Incentive Plans
Compensation Plans and Building Blocks Overview
Rate Tables and Dimensions
Expressions
Performance Measures
Classification Rules and Credit Category Hierarchies
Assign Participants
Introducing Participants, Plans, and Pay Groups
Assigning Participants, Payment Plans, and Pay Groups
Credit Participants
What is Sales Crediting?
How Much Is Appropriate?
Crediting Defined
Oracle Fusion Incentive Compensation Crediting
Activity: Credit, Classify, Calculate Earnings, and Determine Payments
Incentive Compensation Processing Lifecycle
Base Transactions
Credited and Classified Transactions
Earnings and Payment Transactions
Transaction Lifecycle
Importing, Collecting, and Managing Transactions
Crediting
Rollup
Classification
Calculation
Payment Entities and Processes Overview
Payment Transactions
Sales Compensation
Monitor Participant and Team Performance
Manage Disputes
Introducing Oracle Fusion Functional Setup Manager
Application Implementation Lifecycle
Functional Setup Enterprise Roles
Planning an Implementation
Configuring Offerings
Generating Setup Task Lists
Assigned Implementation Tasks
Maintaining Setup Data
Accessing Implementation Projects and Tasks
Define Enterprise Structures for Incentive Compensation
Oracle Fusion Applications Business Units and Business Functions
Reference Data Sharing
Reference Data Partitions
Workforce Structures: Jobs and Job Families
Incentive Compensation and HCM Jobs
Define Security and Persons for Incentive Compensation
IC Security Setup and Maintenance
Roles Assigned to Users
Role-Based Access Control
Job and Duty Roles
Manage Incentive Compensation Main Business Activities
The Security Reference Implementation
User Accounts and Role Provisioning
Managing Security Using HCM, OIM, and APM
Define Trading Community Details for Incentive Compensation
Customer Data Model Data and Incentive Compensation Rules
How Oracle Fusion IC Uses Geography Reference Data
Implementation Considerations
Manage Geographies
File-Based Import Process
Define Parties and Resources for Incentive Compensation
Why Parties and Resources?
Importing Customer Data Flow
Partner, Person, and Resource Application Data
Parties and Party Relationships and Data Model
How Data Objects Reference Each Other
Using Text and XML Files for Import
Maintain Common Reference Objects
Application Taxonomy Overview
Define ISO Reference Data
Profile Options, Levels, and Values
Lookups
Flexfields
Value Sets
Set Activity Stream
Manage Menu Customizations
Define Incentive Compensation Shared Configuration
Calendar Period Types and Periods
Multicurrency Support
Converting IC Currencies
Define Incentive Compensation Business Unit Configuration
Setting Calendar, Currency, and Processing Parameters
Configuring Tables and Columns
Enabling Attributes for Calculation
Manage Earning Types
Period Statuses
Participant Import
Define Approval Management for Incentive Compensation
Approval Management Overview
Setting Up Approval Management
Manage Task Configurations
Approval Groups
Define Application Toolkit Configuration
Map Reports to Work Areas
Define Extensions for Incentive Compensation (ESS)
Manage Job Concepts
Updating Custom Processes
Manage List of Values Sources
Course Summary
Key Conceptual Concept Summaries
Transactional Course Activities Summary
Implementation Course Activities Summary