Warning: This tool is an advanced feature and should be used with the guidance of an experienced compensation plan expert.

The Compensation Plan XML page is where you create or edit your commission template using an EXtensible Markup Language (XML) editor.

What We’ll Cover

• Enabling the Page
• Permissions
• Compensation Plan Conversion
• Finding the Page
• Using the XML Editor
• Viewing History
• Creating a New Template Name
• Stats and Projected Commissions Template Names
  • Stats Template
  • Projected Commissions Template

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Enabling the Page

To use this feature, you’ll need to enable it in Advanced Settings > Commission > Compensation Plan Editor > select the Enable XML Editor checkbox.

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

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Permissions

You need to enable the EditCompPlan() permission for your Role to use this feature.

Read more: Assigning Employee Permission Roles

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Finding the Page

In Corporate Office, navigate to: Commissions > Compensation Plan XML.

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

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Using the XML Editor

1. Template Name - Select a previously saved template.

   The template name is defined in the XML:

   <ComPeriod Name="Monthly"></ComPeriod>

   Typically, the template name is the same as the period it represents (Weekly, Monthly, Bi-Monthly, etc.).

   Revisions should share the same name as the template so that the version History is shared between them. Templates can only be committed once per commission period. Volume Adjustments and Rule History are tied to the template name and are shared by all the template’s revisions.

   See: Creating a New Template Name

2. Template Revision - Specific version of a template.

   Your cloned templates appear in this list.

   For example, if you have a template named Monthly, you can have cloned revisions named Monthly-workInProgress, MonthlyTestingNewBonus, etc. This allows you to test changes without affecting the main template.

   Once you want your revision to become the main template, it’s recommended that you copy/paste the revision’s XML into the main template’s XML Editor, change the <ComPeriod> name, and click Save and log your commit. This way, you will have a single template with a full History of the different versions you can revert to.

3. Save - Commit the changes to the template.

   Once clicked, a pop-up opens with the option of adding an optional commit message. The commit is logged in History.

   Saving also validates the XML, will display a message, and highlight the errors. You can save changes even if there are validation errors to allow you to save your work-in-progress until it is complete; however, revisions with errors will not show as templates that can be used for Commission Profiles.

4. Clone - This allows you to create a copy of an existing template as a starting point for a new one.

   Cloned templates appear in the Template Revision dropdown. This will also carry-forward all the original’s History.

   Clone will copy from the current XML displayed in the XML Editor not the most recent save; therefore, your cloned revision may not match the original revision if you had unsaved changes.

5. Download - Download an XML file of the template.

6. History - View and compare saved versions of a template.

   Opens the History For: pop-up window.

   This functions as a Version Control System that allows you to see previous versions and then copy/paste the old versions into the XML Editor to revert to it.

7. Delete - Delete a template. A pop-up will open requesting confirmation.

8. Search Bar - Search for terms in the Documentation section.

9. Quick Start - A helpful link to this article.

10. Documentation - Lists and defines XML syntax options that can be used.

    1. See descriptions of the parameters for that option.
    2. Copy the syntax to your clipboard where it can be pasted into the XML Editor.

11. XML Editor - Create or edit a template.

    The XML is then used to create the internal components used to run Commission Profiles. Templates with correctly formatted XML can be selected when running a new profile.

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Viewing History

1. View - View the version’s XML.

   Click the View History button to return to the History For pop-up window.

2. Compare - Select any two versions to compare their XML.

3. Compare Selected - Click once two versions have been selected.

   The pop-up will show the two versions side-by-side, where you can compare their differences. Copy/paste the XML into the XML Editor to revert to a previous save.

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Creating a New Template Name

Click the Clone button to make a copy of an existing template.

A pop-up window opens, where you can give the copy a name. Click Clone to confirm.

The pop-up closes and the cloned copy becomes a Template Revision of the template you cloned.

To create a new Template Name, change the <ComPeriod> Name attribute to the clone name.

Every template name must have a revision and <ComPeriod Name=""> with the same name to function properly. Template Names and Template Revisions are case sensitive and can’t be longer than 50 characters.

Click the Save button and add an optional commit message. Click Save to confirm.

Refresh the page to see changes.

The Template Name dropdown now shows your new template.

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Stats and Projected Commissions Template Names

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Stats Template

To define your commission stats template:

1. Select one of your commission templates (Weekly, Monthly, Quarterly).

2. Define Usage="CommissionRun, StateStats, RealTimeStats" in the <ComPeriod>

3. In Administration > Advanced Settings > Commissions, enter the template name in the Stats Template Name field.

   Be sure to add the exact template name, as this field is case sensitive.

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

   

   The stat definitions configured within the chosen Stats Template will also display in the Statistics section on the Associate Detail page.

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Projected Commissions Template

In Administration > Advanced Settings > Commissions.

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

1. Under the Commission Profiles section, to allow the Associate to view their projected commissions in their Web Office > Pay History report, click the Enable Project Commissions checkbox.

   

2. In the Projected Template Names field, enter the template names/revisions which should be included in projected commissions. When adding multiple templates to the field, separate them with a comma and no spaces.

   Example: XMLWeekly,XMLMonthly

3. In the Minutes Between Projections field, enter the time period the system will wait to project commissions.

   When left blank, the system will default to project commissions every 60 minutes.

4. When all settings are configured to your preference, click the Save Changes button.