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Quick Start Steps To Configure A New Instance For Oracle Fusion Incentive Compensation. (Doc ID 1515227.1)

Last updated on AUGUST 26, 2018

Applies to:

Oracle Fusion Incentive Compensation Cloud Service - Version 11.1.11.1.0 and later
Oracle Fusion Incentive Compensation - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

This document contains quick steps to configure your new Oracle Fusion Incentive Compensation instance.

Assumption:  You have the superuser application login and password.  The Enterprise Structure and Business Unit have also been defined.
 

Solution

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In this Document
Goal
Solution
 
Step # 1. Create an Incentive Compensation Implementation Project and add Incentive Compensation task to the project  or use navigate via Offerings.
 Step # 2.  Create a Business Unit (Optional)
 
Step # 3.  Assign Incentive Compensation function to Business Unit  ( NOTE: not required for Release 13 + )
 

Step # 4. Generate Incentive Compensation Roles for Business Unit  ( NOTE: Not required for Release 12 + )
 Step # 5.  Run process Retrieve Latest LDAP Changes to synchronize the new generated security roles in Fusion Application.
 Step # 6.  Define Incentive Compensation Shared Configuration
 Manage Incentive Compensation Profile Values
 Manage Incentive Compensation Lookups (Optional)
 Manage Incentive Compensation Value Sets (Optional)
 Manage Incentive Compensation Descriptive Flexfields (Optional)
 Manage Calendars (Required)
 Manage Currencies (Optional)
 Manage Currency Conversions (Optional if using only one currency).
 Step # 7.  Setup Incentive Compensation Parameters for Business Unit
 Manage Parameters
 Manage Intervals
 Configure Tables and Columns (Optional)
 Manage Open Period Process
 Step # 8.  Create provision roles and rules for Incentive Compensation users
 Step # 9.  Enable Security Profile for BI reports for role "Incentive Compensation Participant Manager"
 
Step # 10.  Verify user login and see the associated business unit
 Step # 11.  Import Participant
 Additional Notes
References


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