Setting up the Placement Suite

Learning Experience Team

August 04, 2020 20:43

With the Web Office Placement Suite, a logged-in Associate can:

See who is available to place.
Search for an upline Associate to see if they are available to have placement under them.
Place the Associate in the upline Associate’s Unilevel Tree.

The Placement Suite is for Unilevil compensation plans. For Binary, use the Holding Tank.

Enabling the Placement Suite

Admin: Corporate Admin
Page: Settings > Advanced Settings > Configure Trees
URL: [CLIENTID].corpadmin.directscale.com/Settings/TreeConfiguration
Permission: ViewAdministration(), ViewAdvancedSettings()

Before your Associates can use this feature, you must enable the Placement Suite and configure your Tree settings in Corporate Admin:

In Corporate Admin, navigate to the Configure Trees page.
Locate the Unilevel section.
Select the Enable Placement Suite checkbox.

The rest of the settings are now available to set:
- Days To Place - Enter The number of days after sign-up that enrollers have to move new Associates through the Placement Suite.
- Placeable Associate Types - Select which Associate Types will appear on the Placement Suite page for placement.
- Placeable levels - Enter how far down the Unilevel Tree in the Placement Suite enrollers can place Associates. Set to 0 for infinite levels.
- Allow Multiple Movements - If selected, enrollers can move Associates any number of times in the Placement Suite. Otherwise, the system will remove them after being moved once.
Complete the preceding settings to your specifications.
Click Save Changes.

Changing the Placement Suite’s Default Instructions

Admin: Web Office Admin
Page: Content Management > Localization
URL: [CLIENTID].admin.directscale.com/#/Localization
Permission: Strings

After you have configured these settings to your preference, change the Placement Suite page’s default instructions to include the details of your configured rules.

To change the text:

In Web Office Admin, navigate to Content Management > Localization.
Search for the all_new_personal String Key. This is for the brief text description at the top before the "Show More" button.
Edit the String Key and enter your new Text Value.
Click SAVE.
Search for the placementsuit_text String Key. This is for the additional information or longer description of placement suite rules that is shown after clicking on the "Show More" button.
Edit the String Key and enter your new Text Value.
Click SAVE.