How Can I Legally Protect My Plan?
To legally protect your sales incentive plan:
- Login to your workspace
- On the left pane, click on "Plans > All Plans"
- Search for your plan
- Click on the plan row
- Click on the "Legal" tab (if needed)
If you agree that your legal department is responsible for reviewing all legal terms, check the "I Accept" checkbox.
You can now use the legal editor to design legal statements (terms) to your plan:
You can also insert a text description of your plan by clicking on "Tools > Insert Plan Description" when editing a statement.
To learn more about plan legal options, click here.
To learn more about how to view user enrollment status, click here.
When you insert a text description of your plan in a legal statement, the text describes the plan at the time you inserted the description. If you change your plan, you may want to go back and modify the text description. You can also re-insert the text description, in which case an updated text representation of your plan will be inserted.
How Can I View Which Users Have Enrolled In My Plan?
Once you've configured a sales incentive plan to be legally protected, you can check the status of user enrollments using the following steps: Login to your workspace On the left pane, click on "Plans > All Plans" Search for your plan Click on the ...
What Is A Plan?
Plans are a set of sales performance goals, potential rewards, and terms & conditions for receiving those rewards. Use plans to define, manage, and implement your sales incentive program. Once ready, submit your plan for calculation. Good to know: ...
Who Can Access My Plan?
Users with the limited admin role have read-only access to all entities in the workspace by default - including plans. However, you can hide plans (and their related calculations) from them. You can also choose which limited admins have permissions ...
What Is A Plan Admin?
Limited admins who have been granted permission to manage specific plans are shown as "plan admins" in the web interface. Users with the limited admin role have read-only access to all entities in the workspace by default - including plans. However, ...
What Is A Hidden Plan?
A hidden plan is a sales incentive plan which is hidden from limited admins. It's only useful to have hidden plans if a/ some of your administrators are limited admins, and b/ you do not want those limited admins to see certain plans. In most ...