This is Part 12 of the Initial Customization Guide:
- Part 0: Introduction
- Part 1: Customizing Advanced Settings in Web Office Admin
- Part 2: Adding Banners
- Part 3: Customizing Social Media
- Part 4: Adding Documents and Media
- Part 5: (Optional) Adding Training, Testimonials, Calendar Events, and Community
- Part 6: Configuring Your Web Office Business Snapshot
- Part 7: Adding Widgets
- Part 8: Using Multi-Faceted Configuration
- Part 9: Localization Options
- Part 10: Customizing Site Navigation
- Part 11: Customizing the Visual Tree
- Part 12: Setting up and Testing a Compensation Plan
- Part 13: Managing AutoShip Settings
Under Check Your Progress for each section, you check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care.
What We’ll Cover
- Creating a Compensation Plan in Corporate Office
- Creating a New Commission Profile in Corporate Office
- Adjusting and Paying Commissions
- Check Your Progress
Creating a Compensation Plan in Corporate Office
In the direct sales industry, associates can earn income through a compensation plan based on their sales results. Corporate Office features two types of compensation plan builders, the GUI Compensation Plan Builder and the XML Compensation Plan Builder.
GUI Compensation Plan Builder
The GUI Compensation Plan Builder is a simple interface used to enter rank names, qualification volume amounts, and the generation and matching bonus percentages to easily create or edit a monthly compensation plan.
GUI Compensation Plan Builder comes preloaded with a simple default monthly compensation plan.
In Corporate Office, navigate to: Commissions > Compensation Plan.
Read more: 4.7. Using the GUI Compensation Plan Builder
Step-by-step guide: How to Use the GUI Compensation Plan Builder
XML Compensation Plan Builder
If you need a more robust compensation plan, then you can use the XML Compensation Plan Builder.
In Corporate Office, navigate to: Commissions > XML Compensation Plan
The Compensation Plan XML page is where you create or edit your commission template using an EXtensible Markup Language (XML) editor.
Read more: 4.6. Using XML to Design a Compensation Plan
Creating a New Commission Profile in Corporate Office
After you get your compensation plan coded in, you can test it by running a commission profile.
The Commission Runs page is where weekly and monthly Commission Runs can be created, viewed, and approved before locking them for payment.
In Corporate Office, navigate to: Commissions > Commission Runs.
You can create as many uncommitted commission profiles as you need for a period, but once the period is committed, then you won’t be able to create any more profiles.
Step-by-step guide: How to Create a New Commission Profile
Auditing and Testing a Commission Profile in Corporate Office
After creating an uncommitted commission profile, click the View button to view the new profile.
Read more: Commission Profile Page
Step-by-step guide: How to View Details for a Commission Profile
Use the tools in the Profile page to audit your commissions to be paid. If everything looks good, then you lock the profile.
If there are any adjustments to be made, you can override commissions with the Overrides page.
Making Commission Overrides in Corporate Office
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.
Read more: 4.2. Creating Commission Overrides
Step-by-step guide: How to Create a Commission Override
Committing Commissions Runs
Step-by-step guide: How to Profile and Commit a Commission Run
Committing commissions can only be done once on a profile. DO NOT DO THIS UNTIL ALL NUMBERS IN THE PROFILE ARE APPROVED.
Adjusting and Paying Commissions
The commission profile is now locked, committed, and available for payment. The Payment Approval page lets you specify which commission payments to process using your 3rd-party payout platform.
In Corporate Office, navigate to Commissions > Payment Approval.
This page also indicates which payments have processed or failed, allowing you to take the appropriate action. In addition, a record of all batch payments is kept in the History tab for auditing purposes.
Read more: 4.4. Approving Payments
Step-by-step guide: How to Create a Payment Batch
If there are any batch failures, they’ll need to be resolved.
Step-by-step guide: How to Resolve Batch Failures
The Payables page provides the interface to review, and potentially adjust, payments to associates.
In Corporate Office, navigate to: Commissions > Payables.
Read more: 4.3. Reviewing and Adjusting Payables
Step-by-step guide: How to Add a Commission Payment Adjustment
You can add adjustments in bulk by download and importing a .CSV file.
Step-by-step guide: How to Add Adjustments Via Import From File
You can move the payment to a Pay, Hold, or Forfeit status.
Step-by-step guide: How to Move a Payable
Step-by-step guide: How to Pay Commissions
Once your commissions are paid, you can view and manage paid commissions on the Paid page.
In Corporate Office, navigate to: Commissions > Paid.
Read more: 4.5. Managing Paid Commissions
Check Your Progress
Created compensation plan in Corporate Office.
Created new commission profile in Corporate Office.
Audited and tested a commission profile in Corporate Office.
Learned about commission overrides in Corporate Office.
Committed a Commission Profile in Corporate Office.
Paid and Adjusted Commissions in Corporate Office.
Great job! Phew! That was a lot, but compensation plans and commission payments are integral to the direct sales industry and, thus, require extra attention to make sure you’re comfortable with the system’s handling of your money. Continue to the final section of this guide, where we’ll customize autoShip settings.