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Bonus Plans & Incentive Plans (HCM)
This page documents two shipped Compensation configuration screens (hcm-compensation). Not for plugin developers.
Bonus Plans
New Bonus Plan — set the Plan name/code, Bonus Type, Plan Period, and Target Type, plus a Target % for how big the bonus is relative to salary. Split how the bonus is weighted across Company Weight %, Team Weight %, and Individual Weight % (these should add up to 100% between them, since they define how much of the bonus depends on company vs. team vs. individual performance). Set a Budget, a Minimum Payout and Maximum Payout to cap it, and a Payout Date. Save & Submit puts it through review (Draft → Pending Review → Active, tracked in the KPI row).
Incentive Plans
New Incentive Plan — similar shape to Bonus Plans, but built around up to three named performance metrics: Metric 1/2/3 Name and Metric 1/2/3 Weight % (e.g. "Sales Revenue" at 60%, "Customer Satisfaction" at 40%), a Target Value, and a Calculation Frequency for how often payout is worked out. Same Budget/Minimum/Maximum Payout and Payout Date fields as Bonus Plans, and the same Save & Submit review flow.