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SB Upload Compensation Plans

Upload Compensation Plans

  1. In Manage, select Configuration.

  2. Select Compensation Plans.

  3. Select Upload Compensation Plans.

  4. Select Download CSV Template.

  5. Modify the template.

  6. Select Upload.

  7. Map the fields as necessary.

  8. Select Review and Confirm.

  9. Select Confirm and Save.

Explanation of Fields

Field Name

Description

Format

Example

Code

Required

A unique identifier for this Compensation Plan

Characters

123abc

Name

Required

The name of the Compensation Plan

Characters

Principal