Configuring Communication Options

Objective

After completing this lesson, you will be able to enable or disable Plan Communicator features.

Enabling Plan Communicator

Once you have created compensation plans, generated results, and communicated to your payroll team, it is important to keep the lines of communication open between you and your payees.

Several features enable this communication: Document Distribution, Dispute Management, and Dashboards. Each of these features is enabled by default, but they can be enabled or disabled in the Incentive Management Home – Global Settings.

Plan Communicator

Plan Communicator is an easy-to-use tool that allows the compensation administrator to manage two-way communication about compensation plans with payees. It has two modules: Document Distribution and Dispute Management. Both modules include the ability to customize communications and create a basic workflow.

Use Plan Communicator to:

Create and distribute plan documents.
Create a document distribution workflow.
Track the acceptance of plan documents.
Create and Track Disputes.

Dashboards

Dashboards are a fast and easy way to retrieve the information that matters to payees the most. They are made up of a collection of widgets, arranged on a single screen to provide payees with a comprehensive overview.

Enabling or Disabling Plan Communicator and Dashboards

To enable or disable these features:

From Incentive Management, select Incentive Management Portal from the application picker in the upper right.
On the Incentive Management Portal, select Global Settings.
Enable or disable any of the following settings:
- Enable Dashboards Tab in Portal for Payees
- Enable Documents in Portal
- Enable Disputes in Portal
Scroll to the bottom of the page and select Save.

Proxies

When designing features to communicate with payees, it’s a good idea to set yourself up to proxy as one or two payees. This enables you to test communications and ensure that visibility to payee compensation data is correct.

Only an administrator can designate a proxy.

To designate yourself as a proxy for a payee, the payee is added as an internal user in the User Administration page.

Setting Plan Communicator Preferences

Two tabs in the System Settings page allow you to configure Plan Communicator settings: Language Support and Communicator Configuration.

Language Support

The Language Supporttab contains a System Multi Language options section, which allows you to select from a list of country and language combinations for use in document distributions. Adding languages to this list allows you to add multiple languages for a single document distribution.

By default, US English is already enabled.

A screenshot of the System Preferences screen, with the Language Support tab selected. The list of country language combinations is highlighted, showing the addition of Brazilian Portugese.

Communicator Configuration

The Communicator Configuration tab includes other options for Plan Communicator, including:

Enabling DocuSign
Multi Language Support: This option is only available if at least one language has been added on the Language Support tab.
Enablement of a legal information block
Options to hide the comment option, management feedback, and currency
Currency display: select whether to display the currency symbol (for example $) or the standard currency (for example USD)

A screenshot of the System Preferences screen, with the Communicator Configuration tab selected.

Lesson Summary

Plan Communicator provides two-way communication between payees and the compensation team.
The key features of Plan Communicator are document distribution and dispute management.
Use the Language Settings and Communicator Configuration tabs in System Settings to configure the behavior of Plan Communicator.
Dashboards display key information using visual widgets for payees and managers.
An administrator can proxy as a payee to test and ensure proper visibility of compensation data.

Exercise: Designate a Proxy

Business Example:

In this exercise, you will designate yourself as a proxy for a payee. You will then add the payee as an internal user in the User Administration page.

Steps

Allow users to proxy without having to re-enter the password.
1. Return to the Incentive Management Portal by selecting Return to Administration.
2. Select the Global Settings card.
3. In the Authentication Settings area, disable the Require authentication for proxy log-in? switch.
4. Select Save.
5. Return to the Incentive Management Portal by selecting Return to Administration.
Add Amy Whitton (User ID PA-1121) as an internal user.
1. Select User Administration.
2. Select Add Internal User.
3. In the User ID field, enter PA-1121.
4. Select Add.
5. In the list of users on the left, select Amy Whitton (PA-1121).
6. Scroll down to the Proxies section.
7. Select Add.
8. Enter your own user ID.
  Note
  Your User ID is your email address. If you don’t remember your User ID, use the Find button to search by your first or last name.
9. Select Save.
Proxy as Amy Whitton.
1. From the profile menu in the upper right, select Proxy As.
2. Select Amy Whitton from the dropdown list.
3. Select Proxy.
To exit proxy mode, from the Profile menu, select Exit Proxy.

Summary

Plan Communicator provides two-way communication between payees and the compensation team.
The key features of Plan Communicator are document distribution and dispute management.
Dashboards display key information using visual widgets for payees and managers.
An administrator can proxy as a payee to test and ensure proper visibility of compensation data.

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