How to get the most from your New Automated Commission Portal
Background • You will have received (or will shortly receive) by email the log in details for your Commission Portal. • This will enable you to access the online system which will show you your commission performance for the 2012 scheme. • Throughout January the portal will be updated weekly on a Friday. • In February this will move to a daily update (we will confirm to you when this has been activated)2
Accessing Incent for the first time • Confidential emails will be sent to each user by the application • Email will contain Username, Password and a link to the application – Your username is your email address IMPORTANT Your username and password are case sensitive
Accessing Incent for the first time Continued• When you log in for the first time you will need to Reset your password – It must be 8-12 characters long – Cannot contain any part of the username – Must contain one of each – Uppercase letter, lowercase letter, number – Must not be the same as the last 12 passwords – Passwords expire every 45 days• Once you have changed the password you will be automatically logged out of the application• Re-login to the application with your new password
Accessing Incent in the Future • Click the link in the email or go to the Xactly Corporate website – www.xactlycorp.com • Click Customer Login • Enter Username and Password and click Login
Home Tab• This displays a graphical summary of how you are performing against your earning goals
myIncentive • Click on the “myIncentives” Tab • This displays your commission results for the current year
Incentive Statement• Provides a complete view into how you are performing
Incentive Statement • Your performance by Qtr –You can expand each qtr to show each month by clicking here
Incentive Statement • Your Total Sales and Cancellations by Month –You can look at the individual jobs making up your months performance by clicking the underlined total
Incentive Statement • The detail behind your totals
myIncentive• In the myIncentive tab you can see: – Your Targets and performance for each attainment level for both Sales and Finance Sales – Your Total Sales and Cancellations showing Sales, Finance Sales, Cancellations, ASPs, Failed on Day and NPS – Your Commissionable Sales – showing the combined totals of your commissionable jobs – Your Sales Commissions – showing the commission earned from the jobs detailed above – Your Bonuses – Showing the commission earned from NPS and any Product Bonuses – Your Payments – Showing the actual total of your payment.
myTeam – for Managers• Provides managers visibility into their own performance and their team performance – Click the MyTeam tab then click here to show members of your team
myTeam – for Managers• Select the individual from the list to see their attainment
myTeam – for Managers • Each individuals Statement can be drilled into as we have already seen.
What do I do if I have queries?• As with the existing commission scheme, if you have any queries from your team with regard to their commission that you are not able to resolve please contact Sheila Carter• If your team contact with any problems accessing the system please ensure they are following all instructions in their training (which can be viewed here HSA Training)• If you are not able to resolve the issue please forward full details to all of the following:Mike BurnsRichard GugasPaul SwainLynsey Mellor