Auditing and Paying Commissions Guide

If your Associates run into issues with commissions, they’ll contact Customer Support. The uncommitted commission period exists so that you can make sure your commission payout is as accurate as possible.

  • Commission period - A named date range with a unique ID. A commission period is a logical container for all the commission-related records.
  • Commission Profile - Profiling is the process of running the commission period calculations. The profile is commonly known as an uncommitted commission period. When a commission period profile is run or created, it does not exist in Corporate Admin. The commission profile becomes a commission period when it is committed.
  • Committing - The process of taking a commission profile and committing all the calculations to the Corporate Admin Database.

Auditing Commission Process

Creating a Commission Run Profile

Admin: Corporate Admin
Page: Commissions > Commission Runs
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/Profiles
Permission: ViewCommissions(), ProfileCommissions()

  1. Click the + New Profile button.

    The New Profile pop-up window opens.

    New Profile pop-up window
  2. In the pop-up, add a Description.

    This helps give context to the purpose of the profile. You can use profiles to test commissions or determine progress. Give testing profiles a name like “test profile” to avoid confusion for the reviewer.

  3. Select the compensation plan Template you want to use.

    These templates define the specifics of the profile. You create these templates in the XML Compensation Plan Builder page if enabled.

  4. Use the Expire On calendar tool to select a date at which the profile expires.

  5. Select commission Period you want to audit.

    These periods correlate with the selected Template and display only uncommitted periods.

  6. Click Create Profile.

Read more: About running a commission profile.

Auditing a Commission Profile

Admin: Corporate Admin
Page: Commissions > Commission Runs > Commission Profile
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions?pID=[PROFILE_ID]
Permission: ViewCommissions(), ProfileCommissions()

  1. View the Commission Profile and inspect the numbers.
  2. If there is anything to change, use the Overrides page to adjust commission payments.
  3. Do the second round of auditing by another person to cover all bases.
  4. Make any further adjustments.
  5. Lock and commit the Commission Profile.

Read more: About the Auditing Tools.

Locating and Fixing Errors (Creating Overrides)

Admin: Corporate Admin
Page: Commissions > Overrides
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/RankOverride
Permission: ViewCommissions(), ViewOverrides()

Important: Before adding new Overrides, select the period it applies to with the Period Selector.

  1. Click the + Add button.

    The Add Override pop-up window opens.

    Add Override pop-up window

    Note: Not every field is required. Complete the form using the applicable fields needed for the Override.

    If the selected period is still open, the pop-up will have two more dropdowns:

    • Option
    • Paid as Rank
  2. In the pop-up, enter the receiving Associate name or ID.

  3. Select the rank level to pay the Associate with the Paid as Rank dropdown.

  4. If applicable, enter the Bonus Name. If not, continue to the next step.

    For best results, enter a name with no slashes or special characters.

    The name cannot contain the following special characters:

    • < (less than)
    • > (greater than)
    • : (colon)
    • " (double quote)
    • / (forward slash)
    • \ (backslash)
    • | (vertical bar or pipe)
    • ? (question mark)
    • * (asterisk)

    Note: Enter the Bonus Name exactly as it appears in your compensation plan. For example, if the bonus name is “Personal Enrollment Bonus – 30 Days” and you enter “Personal Enrollment Bonus – 30 Days”, it will display as a second bonus in the Web Office.

  5. Enter the dollar amount bonus in the Amount field.

  6. In the Taxable dropdown, select whether the bonus is taxable or not.

  7. Enter the name of Earned from Associate. This is the Associate from whom the overridden Associate earned the bonus.

  8. Click the Option dropdown, and select the applicable Override.

    Rank, bonuses, and options (which are criteria for rank qualification) can have Overrides.

    For example, the Has 75 CV option will have an Override so that the Associate will meet this rank criteria regardless of any CV in the organization.

  9. In the Approved By field, type the Admin’s name who approves of the Override.

  10. In the Note field, type a note or description of the Override, if applicable.

  11. Select Approved Date for the Override.

    This approval date should be in the commission period the Override takes place.

  12. When finished, click Add Override.

Read more: About creating commission overrides.

Create another Commission Profile

Admin: Corporate Admin
Page: Commissions > Commission Runs > Commission Profile
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions?pID=[PROFILE_ID]
Permission: ViewCommissions(), ProfileCommissions()

Create another profile to see how the numbers change:

  1. Click the + New Profile button.

    The New Profile pop-up window opens.

    New Profile pop-up window
  2. In the pop-up, add a Description.

    This helps give context to the purpose of the profile. You can use profiles to test commissions or determine progress. Give testing profiles a name like “test profile” to avoid confusion for the reviewer.

  3. Select the compensation plan Template you want to use.

    These templates define the specifics of the profile. You create these templates in the XML Compensation Plan Builder page if enabled.

  4. Use the Expire On calendar tool to select a date at which the profile expires.

  5. Select commission Period you want to audit.

    These periods correlate with the selected Template and display only uncommitted periods.

  6. Click Create Profile.

Read more: About running a commission profile.

Lock and Commit Commissions

Admin: Corporate Admin
Page: Commissions > Commission Runs > Commission Profile
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions?pID=[PROFILE_ID]
Permission: ViewCommissions(), ProfileCommissions()

To lock a profile, in the Commission Profile, after reviewing the information and confirming it’s accuracy:

  1. Click the Lock Commissions button at the top of the page.

    The Lock Period pop-up displays, requesting confirmation.

  2. Confirm by clicking the Lock button.

The Lock Commissions button changes to the Commit Commissions button.

The commissions are now locked. You can no longer change the amounts. You can’t pay commissions until you commit the Commission Profile. While the Profile is locked, the options to edit an order become unavailable.

Edit Order page BEFORE|AFTER

Next, review the Commission Profile one final time. When everything is accurate.

  1. Click the Commit Commissions button.

    Commit Commissions button

    The Commit Commissions pop-up opens.

  2. Click the Commit button to confirm.

The commission run will go through the data and commit the commissions. Once committed, the amount is final. The Profile will only show commission for qualified Associates. Only after committing the Profile will hold/forfeited commission display.

Read more: About committing a commission profile.

Paying Commissions Process

Review and Adjust Payables

Admin: Corporate Admin
Page: Commissions > Payables
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/ManagePayables
Permission: ViewCommissions(), ViewPayables()

You can move payables between the different payable statuses: Pay, Hold, or Forfeit.

To move a payable:

  1. Select the tab where the Associate’s payable is located.

    • Pay
    • Hold
    • Forfeit
  2. Search for and select the payable.

    Search and select
  3. Click the arrow next to the Reason. Then click the arrow next to the Associate’s name until you see the payable.

    Expand to the payable

    If the payable can be moved, a Move button will be located next to each payable.

  4. Click the Move button.

    The Move Payable pop-up window opens.

    Move Payable pop-up window
  5. Click the Move to dropdown and select the new status.

  6. Enter a Reason for the move. This adds the note to the Associate’s Service Log and is visible in the payable itself.

    Associate Summary Service Log
  7. Click Move to submit the request.

    A success message appears under the moved Associate’s name if the submission is successful.

    Success message

Read more: About reviewing and moving payables.

Adjusting Payables

Admin: Corporate Admin
Page: Commissions > Payables
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/ManagePayables
Permission: ViewCommissions(), ViewPayables()

To add an Adjustment:

  1. Click the + Adjustment button and select Add new adjustment.

    + Adjustment button

    The Add Adjustment pop-up window opens.

    Add Adjustment pop-up window
  2. Enter the name or ID of the Associate who will receive a payment Adjustment.

  3. Enter the Amount of the Adjustment. This can be positive or negative.

  4. In the Taxable? dropdown, select Yes if the amount is taxable or not.

  5. Enter the Description of the Adjustment.

  6. Type any Notes on the Adjustment.

  7. In the Approved By field, type the employee’s name who approved this Adjustment.

  8. Click Add Adjustment.

You can also add adjustments via import.

Read more: About adjusting payables.

Approve the Payments

Admin: Corporate Admin
Page: Commissions > Payment Approval
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/PaymentApproval
Permission: ViewCommissions(), PayCommissions()

Create Batch Tab

The Create Batch tab shows batches that are ready to process.

To create a batch:

  1. Click the Create Batch tab.

  2. With the Period Selector, select the date range when the payment was approved.

    Period Selector

    For example, you may only want to pay payments approved two weeks ago.

  3. Click the checkbox next to the Merchant type if you want to process all the payments for that type.

    Merchant checkbox
  4. If necessary, use the search bar to locate the Associates for whom you want to process.

    Search Bar

    Or, click the arrow next to the batch to expand the Merchant types.

    Merchant arrow
  5. Click the check box next to the Associate’s name you want to process.

  6. Click Process Payments when you have finished making your selections.

    Process Payments button

    A pop-up displays showing the number and dollar amount of the batch.

  7. In the pop-up, click Process.

Read more: About approving payments.

View and Manage Commission Paid

Admin: Corporate Admin
Page: Commissions > Paid
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/Paid
Permission: ViewCommissions(), PayCommissions()

The Paid page provides a historical view of previously paid commissions.

Payment History

The payment results that display on the page reflect all the commission payments made within the selected period. Payments are separated by the payment provider (merchant) type.

The arrow next to the payment method name will expand to display Associates that were issued a payment. 10 results will load per page.

Expand arrows and pagination

The pagination numbers in the bottom right corner allow you to move between pages the view more results, or you can use the search bar to look for a specific Associate.

Information is available for each transaction, including the Associate name, ID, payment date, transaction number, and total payment amount.

If an Associate received multiple payments in the selected period, the payments will be broken down into line items. The first line will have a note that reads Multiple Payments and the total column will reflect the subtotal.

The breakdown lines will be indented and display below.

Breakdown lines

Clawbacks appear as negative amounts.

Learn how: Enabling/Disabling Commission Clawbacks.

Read more: About viewing and managing paid commissions.

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