Effective, Process and Credit Start Date

[PerforsN]

What is the difference between the Effective-, Process- and Credit Start Date on the Position record?

[former_member779889 · Accepted solution]

EFFECTIVESTARTDATE/EFFECTIVEENDDATE

The EFFECTIVESTARTDATE/EFFECTIVEENDDATE of the action determine the validity period of the full-time position version. For example, when a participant entered a full-time position and when he left it. The version of a full-time position may not be linked to a participant; it may have an unlimited validity period or an end date.

CREDIT START DATE/CREDIT END DATE

The CREDIT START DATE/CREDIT END DATE of the loan determine the time limits within which sales (transactions) will be assigned to the participant and remuneration will be calculated using the compensation plan.

PROCESSING START DATA/ PROCESSING END DATE

The PROCESSING START DATA/ PROCESSING END DATE of the process determine the dates at which payments will be assigned to the participant.

[Lara]

To add to Lyobov's answer (which is accurate), the Effective Start and Effective End dates are the "default" start and end dates for the position assignment. In contrast, the Credit Start/Credit End and Process Start/Process End fields are used to "fine tune" the dates in which a participant is compensated.

This is useful in cases where the dates the participant is compensated don't line up exactly with the dates they held a position. For example:

• A sales rep is hired, but the first month they're in training/orientation and don't get compensated for their territory.
• A sales rep is transitioning out of a position, but you still want to compensate them for sales they made the month prior.

I hope that helps!

[PerforsN]

These examples really clarified it for me, thank you!