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Plan Tab

  • Effective Dating Payment Rules
  • Add a Payment Rule to a Plan
  • Quota Upload
  • Add Quotas to a Plan
  • Add Users to a Plan
  • User Specific Rules
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Data Tab

  • Add Data to a Compensable Event
  • Create a Compensable Event
  • Create a New Calendar
  • Calendar Groupings
  • Applying Personal Currency to Payment Rules and Quotas
  • Exchange Rates
See all 10 articles

Adjustments

  • Adjustment Guide - PDF Version

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