Manage validations and approval workflow for every incentive plan

Ensure an effective and transparent validation, audit and closing process, without wasting time debating about when or how period closing occurs.

Define when calculations are active, frozen or closed.

• Period Active: the accrual period hasn’t come to an end. Any update in your systems will be reflected in the platform.
• Period Frozen: numbers don’t accept any new update, except if forced by the admin user.
• Period Closed: numbers are blocked. Every team member receives their final and approved commission statements.

Create a custom validation and approval process for every compensation plan,  and include all relevant users to it so they can receive updates and submit the validation for the incentive plan directly from the platform. 

Define the approval and validation workflow you need, including when every plan changes its status and who needs to be involved in every stage.