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Import Participant Goal Incorrectly Prorating Amount If Compensation Plan Assignment Start Date is Not Beginning of the Month (Doc ID 2155183.1)

Last updated on JUNE 02, 2023

Applies to:

Oracle Fusion Incentive Compensation Cloud Service - Version and later
Oracle Fusion Incentive Compensation - Version and later
Information in this document applies to any platform.


Goal Import incorrectly prorating amount

We are loading goals using the Import Participant Goal template.
The Compensation Plan Assignment start date for the participant is 2014/02/15.
The Performance Measure on the plan has a Performance Interval of Quarterly.
In the template we have a Start Date of 2014/02/15, an End Date of 2014/03/31, and an amount of 5000.

Expected Results:
The expectation is that the Import process will evenly prorate the 5000 between the two periods defined by the Start and End Date provided in the template:
Feb 2014 = 2500
Mar 2014 = 2500

When specify the start_date for the template as 2014/02/15, the participant goal import completed with Warning message.


The Start date: 2014-02-15 is not a valid period start date for measure: KV Simple Qtr PM 2 and participant IC Rep6.

Reference Doc ID:1681032.1 How to Import Targets, Goals for Incentive Compensation Using Participant Goal Template
1. Download template and populate to create csv / zip data file.
2. Run Import Participant Goal process.
3. Review the goals via Navigator > Participant Snapshots > Manage Goals




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