What We’ll Cover
- Importing Overrides
- Giving a Bonus Override
- Creating a Commission Override
- Suggested Reading
The Overrides page allows you to modify a commission profile prior to committing it. This includes rank overrides, option (or rule) overrides, and bonus overrides.
Adjustments are post-commit and are tied to paychecks.
- Rank Override – Someone to be paid at this rank for this period of time.
- Option/Rule Override – An override on a commission rule for an associate.
- Bonus Override – Adding a new bonus for an associate’s commission payout. This will show up in an associate’s bonus detail breakdown in Commission History and Pay History in the Web Office, as well as in their Associate Record.
Important: Before adding new overrides, make sure you have pre-selected the period to which it will be applied with the Period Selector.
In Corporate Office, navigate to: Commissions > Overrides.
Period Selector - Sort the Overrides List based on different commission periods.
Search Bar - Sort the Overrides List by using keywords based on the Overrides List column headings.
+ Add - Add a new override. Opens the Add Override pop-up window.
Note: Overrides must be entered prior to committing a profile for them to take effect.
Important: When overrides are added through this tool, you will need to create a new commission profile in order to see the new payment amounts reflected.
Import - Allows you too select a template .CSV file from your computer. Clicking the Import button opens the Select File to upload pop-up window.
Click the Download Template to download a template .CSV file in which you can input your override data. Once completed, return to the Select File to upload pop-up, click Choose File to upload the completed template .CSV. Click Upload File.
Overrides List - Lists all the overrides in a table for the selected period. The list table is a great resource to quickly view important details for all overrides. Clicking the names under Associate navigates you to the associate’s Detail Summary page.
Edit - Edit the override in the Edit Override pop-up window. Contains the same fields as the Add Override pop-up window.
Delete - Remove the override. The Delete OVerride pop-up window will open requesting confirmation. Click Delete Override to confirm the deletion.
The Add Override Pop-up Window
Note: Not all fields will be used for all override types.
Associate - Enter the name/ID of the associate to receive the override. A quick selection of available associates and their IDs pops up under the text field.
Paid as Rank - Select the rank the associate will be paid as. This option only appears on closed commission periods.
Bonus Name - Enter the bonus a name, if applicable.
Note: The Bonus Name field is not currently “smart”, so if the bonus name in the compensation plan is Personal Enrollment Bonus – 30 Days and you enter Personal Enrollment Bonus 30 Days, it will display as a second bonus in the user’s Commission and Pay History pages in the Web Office.
Amount - Enter a dollar amount to apply a bonus.
Taxable? - Select whether the bonus is taxable or not.
Earned from Associate - Enter the associate from which the to-be-overridden associate earned this bonus.
Option - Choose the bonus option. This option only appears on closed commission periods.
Approved By - Type the name of the associate who approves the override.
Approval Date - Select the date of the approval with the calendar tool.
Note - Type any necessary notes.
Cancel - Close the pop-up without saving.
Add Override - Add the override. When overrides are added, an entry will be made in the Service Log on the Associate Summary page and sorted in the Overrides List.
Step-by-step guide: How to Import Overrides in Corporate Office
Giving a Bonus Override
Giving a bonus override will add a new line into the associate’s bonus detail.
For example: The bonus override inserts a new line item detail into that bonus; therefore, if for a certain commission period, associate X had earned $100 on a particular bonus from five separate downline associates (earning $20 each). Then, when you add a $30 bonus override for that bonus, the new total bonus amount would be $130.
In the Commission History report, under the Commissions tab, in the associate’s Detail section, associate X will be able to see that he earned $130 on that bonus from sox separate downline associates.
Creating a Commission Override
Step-by-step guide: How to Create a Commission Override
- 1.1.1. Viewing an Associate’s Detail Summary
- 4.1. Profiling and Committing Commissions Runs
- How to Create a Commission Override
- How to Import Overrides in Corporate Office