Viewing an Associate's Rank Advancement

Learning Experience Team

April 30, 2020 02:27

Admin: Corporate Admin
Page: Associates > Search Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]
Permission: EditAssociate()

You can see how much volume an Associate needs to accumulate to reach a certain Rank on the Rank tab on an Associate’s Detail page. The data from this tab is based on the set XML Stats compensation plan template.

To view an Associate’s Rank progress:

In Corporate Admin, find and select an Associate to navigate to their Detail page.
Click the Rank tab.

This tool has three key features:

Rank dropdown
Period Selector
Rank Qualification table

The Rank dropdown contains all available Ranks.

Select a Rank to load the Rank qualification data in the table.
Select a different time period with the Period Selector.

The Rank Qualification table displays:

The volume name
The Associate’s current accumulation
The required amount left to achieve
Their progress in percent compete.

An Associate can see their progress in their Web Office Home > Ranks Information widget.