[en] Varicent Incentive Compensation Management Documentation

[en] Have you ever experienced the back and forth of making manual adjustments to an amount that is questioned by your payee?

[en] Introducing Automatic Adjustments! This amazing new enhancement to our Inquiries Workflow streamlines the process and tracks the communication with your payee. No more time wasted on lengthy email chains!

[en] Simply set up your Inquiry workflow using our new Automatic Adjustment node on a specific report. If your user questions an amount they see in the report in Sales Portal, they can easily raise an inquiry and explain their reasoning for a different amount. Once you approve this adjustment as an admin user, you will see the new amount instantly adjusted on the report. More importantly, so will your payee! No back end work is needed to pull the report and manually change the amount.

[en] This feature is available as of release 10.1.1.130 to all users who have enabled Inquiries. To get started working with Inquiries, please Contact Support.

[en] In this release, we added new functionality to the Process Lists module that we think you'll love. Now, after you complete all the tasks in a process list, you can reset the list so that all the tasks get unchecked. This will let you use your process lists as many times as you'd like without having to create a new list each time.

[en] And that's not all! From the Audit log, you can now track when process list tasks have been created, deleted, and reset, and when tasks and subtasks have been checked and unchecked.

[en] To reduce the time it takes to build report, we now bring you the ability to duplicate report components.

[en] The duplicate copy retains all the styling components of the original including color, font size, conditional formatting, palettes and more. You can update the duplicate component as you would an item that you created using the left panel. You can change source, update styles and more as you see fit.

[en] Learn more about Duplicating Presenter Adaptive report components.

[en] Additional font options are now available for customizing Text objects.

[en] We know that as an admin you'd like to be able to view reports as specific payees. We've made it so that you can view Presenter Adaptive and Presenter Structured reports as a payee. Not only that, but you can also click through those reports to view other connected reports as a payee too. Your experience will match that of your selected payee at every step. This functionality is available in Admin Web, and Sales Portal.

[en] As an admin user you can now quickly preview any report on the list directly from the report landing page and from the Report Viewer. You can view these reports as a specific payee, so you can easily check exactly what your payee is seeing.

[en] The Report Viewer can be enabled to be accessible from the home page for quick access. To enable or disable the Report Viewer tab on the home page, use the Impersonate Payee checkbox under Settings > Users and permissions > Manage roles > Home page.

[en] When working in Sales Portal受け取り人Web, filter options are now available on each column heading in a data grid. You can apply filters to multiple columns and the data is filtered in the order that the filters were applied. This allows you to see only the data that is most relevant to you.

[en] With this release, we added a number of new features to the Data module.

[en] From the Data module homepage, you can now:

[en] We also updated the look of your data importing experience.

[en] You can now see a refresh of the following components:

[en] New features of the Forms module enhance admins’ ability to direct and instruct form your input. Admins can now prevent you from entering incorrect data by setting input rules and required fields.  These new controls guide your input with detailed error reporting on form submission and real-time field-level error messaging.

[en] Admins have the power to:

[en] In addition to key columns, ICM admins can now specify other fields as required from the options menu of the source column.  When you break input rules or leave a required field unfilled, ICM highlights the field with clear instructions.

[en] We made it easier for you to add and manage custom tabs in the Home module!

[en] We're continuing to enhance the Model settings to improve your experience! Here's what we did:

[en] Check out the new and improved Health dashboard!

[en] Check out the Signature control updates!

[en] We improved the way you can organize your folders and workflows in the Workflow module. Last release, we introduced a tile view and we allowed you to drag workflows and subfolders into other folders to easily organize your workflows. Building off these improvements, we added the folder panel and the drag and drop functionality to the table view now as well.

[en] To make things even more efficient, you can now duplicate, move, and delete your workflows in bulk. Just click the check box next to your workflows to select them, and then use the Duplicate , Move to folder , and Delete icons that appear at the top of the page when multiple workflows are selected.

[en] We also added new and improved search, sort, and filter options so that you can find what you're looking for super easily.

[en] To make our product more accessible, we added a tooltip everywhere the more options menu (...) appears in the Model settings pages. Now when you hover over the more options menu (...), the text "More options" displays.

[en] To make things easier on the eyes, we updated our default pagination settings to show 12 table items or tiles by default. Using the Items per page drop-down, you can change the number of items you see on a page to 12, 24, 48, or 72 items.

[en] We made this change for the Data, Reports, and Workflow modules.

[en] We've enhanced the functionality available when working with Presenter Structured reports. Now you are able to use use the add, duplicate, rename, and delete options in Presenter Structured reports, the same way you can in Presenter Adaptive reports.

[en] When working with value formatting in charts, you now have the option to format by Number, Currency, or Custom. Each selection gives you the capability to choose from additional options to customize how the value labels appear on your chart.

[en] Performance enhancements were made for Presenter Adaptive reports.

[en] We know how valuable the data from the Symon Sales Comp Benchmarking app can be. We wanted to make it easy for you to connect data from the app directly into Composer. This connection makes it easy to compare your sales compensation data against the industry without leaving Composer, streamlining your workflow.

[en] In this release, we updated the behaviour of data imports from Symon. Now, when you initiate a data import from Symon, the data from the import is attached to the pipe’s data node and can be used on a subsequent run.