What's New at CIQ is a new motion to highlight innovative new capabilities from CaptivateIQ. Stay tuned each month for the latest updates helping organizations operate more efficiently, hit their targets, and prepare for future growth.

Automate your Unique Compensation Workflows with Full Control 

Enterprise Workflow Automation from CaptivateIQ

CaptivateIQ Enterprise Workflow Automation is a self-service module that empowers compensation teams to design, deploy, and manage their own process automations without depending on technical resources or professional services.

Our initial launch includes powerful capabilities to automate the most critical compensation workflows:

• Seamless Data Updates: Expedite changes like quota assignments, opportunity data, and more with fully automated submission and approval flows within CaptivateIQ.
• Faster Dispute Resolution: Transform commission disputes into streamlined processes by automatically routing issues to the right reviewers with all relevant context, cutting resolution time from weeks to days.
• Efficient Bonus Approvals: Eliminate approval bottlenecks by automating bonus workflows that maintain detailed compliance records while removing email delays.
• Goal Setting and Performance Tracking: Transform quarterly chaos into organized processes by automatically collecting submissions, routing approvals, and calculating performance scores.

Through our visual workflow builder, you can: 

• Configure triggers that initiate processes
• Define approval tasks with appropriate routing
• Set automatic actions upon approval
• Establish conditions that determine workflow paths

All with a few clicks rather than complex coding.

Manage Business Growth & Scale

Sync on Your Schedule with CIQ Connector Enhancements

Manual data syncs are now a thing of the past. With our latest CIQ Connector update, you can automate data syncs on a recurring schedule — by day of the week or day of the month.

This enhancement is especially impactful for teams managing frequent changes to employee data, helping scale operations and eliminate bottlenecks in your comp planning processes.

Smart Column Mapping for CSV uploads. 

CIQ now offers smart column matching for CSV uploads. The system compares the column names in the source and the destination and takes into account for minor differences in naming. This makes the process of uploading CSV files with many columns a little easier and provides a slightly more delightful experience for customers.

Customized Payee Experience Branding

We now offer enhanced branding customization for the payee experience. Leverage configurations such as your organization's logo and primary color to drive a more consistent experience for your payees.

Build Plans and Run Commissions Faster

Offer Risk-free Visibility with View-only Dashboard Sharing for Admins

Reporting access just got more flexible. Admins can get access to  view dashboards without needing full dashboard permissions.This means dashboards can be shared with specific admins in view-only mode, giving them visibility into critical metrics without the risk of unwanted changes. Whether you're collaborating across teams or providing leadership with access to real-time insights, this feature improves control while maintaining transparency.

Get Started with These New Features

To learn more about any of these features or to get implementation assistance, please contact your Customer Success Manager.

We're committed to continuously improving our platform based on your feedback. Thank you for being part of the CaptivateIQ community!