Workflows Module
The task of compensating sales forces typically involves the cooperation of many groups of individuals, processes, and tools in a workflow. You can use Workflows in Varicent Incentive Compensation Management (ICM) to create and manage your workflows.
Processes in Workflows are triggered by specific business events, rather than static times in a calendar. Processes can also initiate communications to users and relay contextual information based on the current state of the system.
For example, a Presenter report might specify compensation details for sales representatives. You can create a workflow for the approval process of the compensation details in the Presenter report. All sales representatives must approve or escalate their compensation details reports. If the report is escalated, it is sent to their regional sales manager to make corrections. After the corrections are made, the report is sent back to the sales representatives for approval.
At a high level, the following steps describe how to create a workflow:
Create a workflow.
Add swimlanes for each user or group of users who are involved in the workflow.
Create action, alert, and process nodes, or any combination of the nodes, for each step of the workflow.
Connect the nodes to create the path for the workflow.
Start the workflow.