The Placement Suite page’s tools allow an associate to move all those who are new and personally enrolled to another position in the associate’s organization.

What We’ll Cover

• Placement Suite Advanced Settings Setup
  • Configuring a Time Limit to Place New Associates in a Tree
  • Configuring Customer Types that Appear in the Placement Page to be Placed
  • Choosing the Default Tree in which a New Associate will be Placed
  • Choosing the Trees that a New Associate can be Moved To
  • Changing the Placement Suite’s Default Instructions
• Moving a New Associate

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Placement Suite Advanced Settings Setup

For the Placement Suite page to properly function there are configurations that first need to be made in the Web Office Admin > Advanced Settings > Settings page.

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Configuring a Time Limit to Place New Associates in a Tree

Text Field:

Enabled: Determines the amount of days a new associate can appear on the Placement Suite page before they need to be placed within a commission tree.

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Configuring Customer Types that Appear in the Placement Page to be Placed

Dropdown:

Enabled: Determines which customer types will appear on the Placement Suite page to be placed and enrolled.

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Choosing the Default Tree in which a New Associate will be Placed

Dropdown:

Enabled: Determines the tree type the new associate will be placed into on the Placement Suite page. They will added to the associate user’s Residual Tree Level 1.

Note: While new associates are in the associate user’s Placement Suite, all commissions and bonuses are paid in the regularly scheduled weekly and monthly bonus periods based on their tree level in the associate user’s Residual Tree.

Important: If the new associate is not moved to another position in associate user’s organization within the configured time period, they will remain on the associate user’s Level 1, creating a new leg in their Residual Tree.

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Choosing the Trees that a New Associate can be Moved To

Dropdown:

Enabled: Determines the tree types new associates can be moved to, after they’ve been placed on the Placement Suite page.

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Changing the Placement Suite’s Default Instructions

After you have configured these settings to your preference, better inform your associates of the configurations you made by changing the Placement Suite page’s default instructions to have the details of your configured rules.

This can be done by using the Web Office Admin Localization page to personalize the text value of the all_new_personal string.

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Moving a New Associate

In Web Office, navigate to: Business > Placement Suite.

[CLIENTID].office2.directscale.com/app.html#/PlacementSuite

The steps to move a new associate are:

1. Click the Move button on the new associate Placement Suite card.

   

2. Add the ID number of the associate that you’d like the new associate to be placed under.

   

   Note: Use the Look at the visual tree here! link to open the visual tree and find an associate’s ID number. This can also help to find the best location to place the new associate.

   Important: New associates can only moved within the top 2 levels of the tree.

3. Click the Place button to place the new associate in the location you chose.

   Important: Once they are moved, their placement is permanent. It is recommended associate users work with the new associate to determine their commitment level before moving them.