Comprehensive help system
Wizards for common functions
Allows daily or weekly calculation to monitor performance (or any user-defined interval)
Automates delivery of participant and management reports via email
Automates distribution of participant and management reports via the CATS Portal
Work off-line and upload changes
Supports 10,000's of participants
Supports millions of transaction records
Supports an unlimited number of data tables
User-defined tables
User-defined interface with external data
Automatic import of data from external sources
Extensive support for backend databases: SQL Server, Oracle, MySQL, and an internal database engine.
Ability to summarize information in external table without importing
Download individual goals via a spreadsheet
Ability to enter additional goals manually
Allows manual entry of performance, credit, and compensation data (with audit log)
View of data controlled and filtered by user name and password
Purge/archiving facility
Automatic archiving of all performance and compensation data
View errors by transaction item or by process
Automatic highlighting of transactions with errors
Notes can be attached to any transaction and compensation item
Automatic logging of manual changes to all data tables.
Unlimited number of concurrent compensation plans
Multiple incentive periods
Various data sources can be used to calculate incentives
Supports roll-ups
Supports all types of credit allocation rules
Top-down quota setting
Bottom-up quota setting
Decentralized and integrated quota interface
Supports import to and export from all system and plan tables
Rollup revenue and other incentive compensation at each pay cycle
Split compensation for a defined period following a territory change
Compensate simultaneous overlapping multi-period segments (YTD, QTD, MTD, WTD) on a given pay period
Administrator is guided through compensation processing by a plan manager wizard
Compensation processing is segmented into discrete steps to improve comprehension and increase flexibility
User-definable tables and records
Import and export support for all tables
Adjustment entry
Adjustment history viewing, auditing, and reporting
Charge backs
Adjustment audit trail
Attach notes to any transaction item & compensation result