Testing The Commissions and Pay History Reports

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Associates can view a breakdown report of their paid commissions and bonuses on the Commissions and Pay History pages in the Web Office.

After going through the checklists in the Get Started section and customizing the data points that display for the Associates, you can test these pages' functionality and features.

  • Do this on your Live environment.
  • Do this for every market you have set up.

Report any errors you find to Customer Care or your DirectScale contact.

Before You Start

Testing the Report Pages

To test the Commissions and Pay History pages:

  1. Impersonate your test Associate’s Web Office

    • Or navigate to [CLIENTID].office2.directscale.com and login with your test Associate’s credentials.
  2. Navigate to both the Commissions (/commissions) and Pay History (/payhistory) pages.

  3. On the Commissions page, click around the various elements and observe the effect:

    • On the sidebar, click the WEEKLY and MONTHLY tabs. The commissions listed should change.

    • Selecting a commission entry loads a Commissions Breakdown table on the page.

    • Click each row in the Commissions Breakdown table to expand it, showing the contributing sources.

      • Click an Order Number to open the order’s invoice.
      • Click the Associate’s name to view their Team Dashboard in a slide-out panel.
  4. On the Pay History page, click around the various elements and observe the effect:

    • On the sidebar, click the SHOW dropdown and filter by commission period type. The listed payments should only show for their commission period.

    • Projected commissions show in red with a “Projected” label. To learn how to enable projected commissions, see Stats and Projected Commissions Template Names.

    • Selecting a payment entry loads a sample check and table on the page. The sample check should populate with the Associate’s name and payment amount.

    • Click each row in the table to expand it, showing the contributing sources.

      • Click an Order Number to open the order’s invoice.
      • Click the Associate’s name to view their Team Dashboard in a slide-out panel.
    • Scroll to the Your Payment table. The correct currency should display.

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