The rules set in your compensation plan define the conditions an Associate must meet to earn volume or Rank. Use the Grid Editor to create a basic Unilevel Monthly compensation plan by entering:

• Rank names
• Qualification volume amounts
• Generation bonus percentages
• Check matching bonus percentages

What We’ll Cover

• Enabling the Page
• Permissions
• Finding the Page
• Grid Editor Features
• Qualifications
• Generation Bonus
• Matching Bonus Levels

For more details and definitions, see: DirectScale Default Compensation Plan Explained

---

---

Enabling the Page

To use this feature, you’ll need to enable it:

1. In Corporate Office, navigate to Advanced Settings > Commission > Compensation Plan.
2. Select the Enable GUI Editor check box.

[CLIENTID].corpadmin.directscale.com/Settings?category=Commission

---

---

Permissions

You must enable the EditCompPlan() permission in your Role to use this feature.

Read more: Assigning Employee Permission Roles

---

---

Finding the Page

In Corporate Office, navigate to: Commissions > Compensation Plan

[CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/ComPlanBuilder

---

---

Grid Editor Features

Edit the fields in each section. The page will auto-save when you de-select a field.

Filling out the Grid Editor generates an XML revision named MonthlyUI. To avoid confusion, you can only edit MonthlyUI from the Grid Editor.

1. View XML Source - View the MonthlyUI template’s XML. If you want to edit that XML, you can copy the XML code and paste it into the XML Editor as a different template name.

   Note: For this link to appear, you need to enable both the GUI and XML Editors in Administration > Advanced Settings > Commissions.

2. Qualifications - Rank qualification amounts.

3. Generation Bonus - Percentage of Commission Volume (CV) from all orders in your generation.

4. Matching Bonus- Percentage of CV each rank receives of their sponsored Associate’s bonus earnings.

---

---

Qualifications

1. Ranks - Type your own personal Ranks.
2. Personal Volume - Enter the Qualifying Volume (QV) each Rank needs to move up in Rank.
3. Team Volume - Enter the required QV from all orders in Ranks organization to move up in Rank. You can restrict Team volume per Leg of the Tree with ​Max Per Leg.​
4. Max Per Leg - Enter the most amount of volume that can come from one Leg in your Tree.

---

---

Generation Bonus

1. Generation Levels- Enter the bonus percentage of CV each Rank receives for each generation.

---

---

Matching Bonus Levels

1. Generation Levels - Enter the CV percentage each Rank receives of their sponsored Associate’s bonus earnings.