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. Overrides are distinct from Adjustments which are post-commit and are tied to paychecks.

What We’ll Cover

• Finding the Page
• Override Types
• Adding an Override
• Importing Overrides
• Giving a Bonus Override
  • Viewing in the Web Office
• Seeing the New Amounts

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Finding the Page

In Corporate Office, navigate to: Commissions > Overrides.

[CLIENTID].corpadmin.directscale.com/Corporate/CRM/RankOverride

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Override Types

• 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 the associate’s Detail > Commissions page.

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Adding an Override

Important: Before adding new overrides, make sure you have pre-selected the period to which it will be applied with the Period Selector.

1. Click the + Add button.

   The Add Override pop-up window opens.

   

   If the Commission Period selected in the Period Selector is still open the pop-up will have 2 additional dropdowns to complete: The Option and Paid as Rank dropdowns.

2. In the pop-up, type the Associate name or ID of whom will receive the override.

3. Select the rank the associate will be paid as with the Paid as Rank dropdown.

4. If applicable, enter the bonus name in the Bonus Name field. If not continue to the next step.

   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.

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 associate from which the to-be-overridden associate earned this bonus in the Earned from Associate field.

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 name of the user who is approving the override.

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

11. Click the Approved Date period selector, and select the approval date for the override.

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

12. When finished, click Add Override.

When overrides are added, an entry will be made in the Service Log in the associate’ Detail page.

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Importing Overrides

You can add an override by importing a completed CSV file. You’ll be provided with a template CSV that contains column headings that match the fields in the Add Override pop-up window detailed in the Adding an Override section.

To open the CSV, you’ll need access to spreadsheet software, such as Microsoft Excel or Google Sheets.

The following are some definitions of the columns in the template file.

Note: Not all fields will be used for all override types.

1. PeriodName - Enter the name of the period based on your compensation plan name (for example, Monthly or Weekly).

2. PeriodDate - Enter the start date of the period.

3. AssociateID - Enter the ID of the associate to receive the override. This can be found in their Detail Summary page.

4. PaidAsRank - Enter the rank the associate will be paid as.

5. Option - Enter the bonus option.

6. BonusName - Enter the bonus name.

   Note: You need to match the bonus name in the compensation plan. 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.

7. Amount - Enter a decimal dollar amount to apply a bonus.

8. EarnedFromID - Enter the associate ID from which the to-be-overridden associate earned this bonus.

9. Taxable - Enter a Yes or a No for whether the bonus is taxable or not.

10. ApprovedBy - Type the name of the associate who approves the override.

11. ApprovalDate - Enter the date of approval.

12. Note - Type any necessary notes.

To import an override:

1. Click the Import button.

   The Select File to upload pop-up window opens.

   

2. In the pop-up, click Download Template.

   CommissionOverrideTemplate.csv downloads.

3. Open the downloaded template in your spreadsheet program of choice (Microsoft Excel, Google Sheets, Apple Numbers, etc.).

   

4. In the spreadsheet program, enter your data in the fields under the relevant columns.

   

   Save the file to your computer.

5. Back in the Overrides page, in the Select File to upload pop-up, click Choose File to upload your complete template.

   

   Your computer’s file finder opens. Navigate to the saved template and click Open.

6. Click Upload File.

   

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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 Detail page, under the Commissions tab in the associate’s Detail page, associate X will be able to see that he earned $130 on that bonus from six separate downline associates.

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Viewing in the Web Office

An associate can view their bonus overrides in their Pay History and Commissions reports in Web Office.

The columns that appear in the Pay History report are customized with the Web Office Admin’s Commission & Pay History page. For bonus overrides, you only need the the Description and FromCustomerName columns enabled.

The following shows the how the fields in the Add Override pop-up window appear in the report:

• Bonus Name = Commission group
• Amount = AmountPaid
• Earned from Associate = FromCustomerName column
• Note = Description column

Note: These overrides only show in the Pay History and Commissions reports if the override type includes a +/- in the Amount field. Other overrides such as Rank overrides aren’t displayed.

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Seeing the New Amounts

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.