Do it with One: "For each person on the Sales bonus 2026 plan, show their overall achievement, variable amount and amount to pay this quarter"
Follow an active incentive plan period by period: see each person's estimated overall achievement and amount to pay while the period runs, check goal progress, and open the payout breakdown. The estimate (sometimes called a payout preview or accrual) updates as goal progress changes, and becomes final when the period is sent to payroll.
Before you start
- You need the Manage incentive plans permission.
- The plan must be Active or Archived. Draft plans don't show payouts.
Steps
Choose the period (admin)
- Go to Compensation > Incentive plans and open the active plan.
- Use the date navigator at the top right to move between periods, for example from Q2 2026 to Q1 2026.
The plan opens on the first period that still needs to be sent to payroll. If every period has been sent, it opens on the current period.
Read the People tab (admin)
- Open the People tab.
- Read each person's row:
| Column | What it shows |
|---|---|
| Name | The person. |
| Alerts | Missing compensation or Duplicate compensation, if any. |
| Job title | The person's job title. |
| Overall achievement | The plan's overall payout percentage for the period, after weights and payout rules. Before the period is sent, it's an estimate based on current goal progress. |
| Variable amount | The person's maximum per payment, for example "Up to €4,000 / every 3 months". |
| Amount to pay / Amount sent | The estimated amount before sending, or the amount sent to payroll after sending. |
| Next payment / Sent in | The next payment month of the compensation, or the payroll month the amount was sent in. |
| Payout status | Pending to send, Sent or Not sent. |
Open a payout breakdown (admin)
- In the People tab, open the actions of a person.
- Click See payout breakdown.
- The Payout breakdown panel shows the Period, the Variable amount, the Overall achievement, and a row per goal with Goal, Achievement, Weight, Payout % and Amount. The Payout % of each goal is its share of the overall payout, and the rows add up to the total.
- Click Open contract to open the person's contract.
Check goal progress (admin)
- Open the Goals tab.
- Read Period progress, Target per period and Period status for each goal in the selected period.
- Click a goal to open it in the Goals module.
Payout status values
| Payout status | Meaning |
|---|---|
| Pending to send | The period hasn't been sent to payroll. The amount is an estimate. |
| Sent | The amount was added to the payroll cycle shown in Sent in. |
| Not sent | The period was sent but this person's amount wasn't added, or the plan was archived before this period was sent. |
Rules and behavior
- If a period hasn't been sent to payroll, then Overall achievement and Amount to pay are recalculated from the goals' current progress every time you open the plan.
- If a period has been sent to payroll, then the amounts are frozen. Later changes to goal progress don't change them.
- If a period has been sent, then a Payouts sent banner shows "The amount to pay for each person in Q1 2026 was sent to the April 2026 payroll cycle." with a View payroll cycle button.
- If the Overall achievement is above 100%, then the bar is full and the label shows the real percentage, for example 112%.
- If a person has no matching variable compensation, then there's no Variable amount and no amount to pay.
- If the plan is archived, then unsent periods show Not sent with the amount the plan would have paid.
Limitations
- You can't export the People tab of a plan to a spreadsheet from the plan page.
- You can't override a person's calculated amount inside the plan. After sending, you can change the amount in the payroll cycle.
- The estimate isn't a commitment: it changes until the period is sent.
- You can't see all plans' payouts on one page from Incentive plans. For a cross-plan view, admins open the Incentive plans dashboard from the analytics button (Compensation analytics) in the Compensation module header.
Troubleshooting
- Symptom: "Overall achievement shows - for everyone." → Cause: The plan has no goals for that period, or the estimate can't be calculated yet. → Fix: Check the Goals tab for the selected period.
- Symptom: "See payout breakdown says Payout breakdown is not available yet." → Cause: There's no estimate or sent payout for that person in that period, for example because the person has no matching compensation. → Fix: Fix the person's alert in the People tab.
- Symptom: "A goal is at 0% in the breakdown but has progress in Goals." → Cause: The goal has no target period that exactly matches the plan period ("No matching period"). → Fix: Align the goal's frequency and target periods with the plan.
- Symptom: "Someone shows Not sent after I sent the period." → Cause: Their amount couldn't be added to the payroll cycle. → Fix: See Send incentive payouts to the payroll cycle.
FAQ
1. Can I see what people will earn before the quarter ends?
Yes. The People tab shows an estimated Overall achievement and Amount to pay based on current goal progress.
2. Why does everyone in the plan have the same Overall achievement?
Goal results are shared by everyone in the plan, so the overall percentage is the same. Amounts differ because each person's Variable amount is different.
3. How do I see last quarter's payouts?
Use the date navigator at the top right of the plan to select the previous period.
4. Where do I see which payroll cycle the bonus went to?
In the Sent in column and in the Payouts sent banner, which has a View payroll cycle button.
Ask One: Available to admins with Manage incentive plans only. Try:
- "For each person on the Sales bonus 2026 plan, show their overall achievement, variable amount and amount to pay this quarter"
- "How much was paid last month to each person on the Monthly performance bonus plan?"
- "Is Carlos Carter on the Sales bonus 2026 plan?"
One reports sent payouts as "sent to payroll", not as paid.