Auditing Commission Profiles

Learning Experience Team

August 01, 2020 18:17

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

You can use a Commission Profile to see potential paid commissions for the period. The data shown in a profile is not final. It’s a view into the qualified Associates paid at the end of the period. Any payment held, forfeited, or otherwise deferred displays on the Payables page.

Paid amounts are only final with Committed Profiles.

Locating a Profile

On the Commission Runs page:

Use the Period Selector to find the Commission Profile.

The default range is the last seven days.
Once located, click the button.

This navigates you to the Commission Profile page, where you can begin auditing.

Auditing Process

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

Auditing Tools

On the Commission Profile page, you can review various types of data.

Payment Pools

Payment Pools show a breakdown of the commission payments by bonus.

Pool — The pool is a breakdown of the paid bonus types.
Percent — Displays the percentages for each pool.
Pool Amount — The pool amount calculates based on potential payout.
Used — Based on qualification status, the amount paid out for the commission period.
% Used — The percentage of money used/paid from the pool amount.
Remaining — The amount remaining equals the pool amount, minus the used amount.

Rules Achieved

The Rules Achieved section displays the rules programmed in the compensation plan, and the number of times each one was achieved in this profile. These rules are the qualifications achieved by the Associate to qualify for the bonuses.

Payout Charts

The Payout by Associate Count and Payout by Amount charts work together. They give you a complete picture of your commission payout distribution. The payout amounts are split into dollar amount ranges (from under $50.00 to over $9,000.00).

The first chart, Payout by Associate Count, shows the amount and percentage of Associates paid in each dollar range. As the preceding image shows, the period paid 402 Associates (70.43% of eligible Associates) under $50.00.

In the second chart, Payout by Amount, the emphasis is on the percentage of the total amount paid. In the preceding image, $7,675.39 (15.71%) of the total commissions paid were in amounts under $50.00.

Showing/Hiding the Charts

Admin: Corporate Admin
Page: Administration > Advanced Settings > Associates CRM
URL: [CLIENTID].corpadmin.directscale.com/Settings?category=Associates%20CRM
Permission: ViewAdministration(), ViewAdvancedSettings()

These charts are hidden by default. To show:

Navigate to the Associates CRM page.
Locate the CRM section.
Select the Show / Hide (Payout by Associate Count, Payout by Amount) checkbox.
Click Save Changes.

Merchant Totals

This feature shows a breakdown of payout based on the payment method type. This should equal the Used amount that displays in Payment Pools.

Rank Profiles

The rank profiles feature summarizes the paid Associates at each rank.

Profile - Expand the profile name to display:
- Included Associates in the Paid Count.
- How much they are earning.
Count - Total number of Associates at each rank. Clicking the link expands the profile.
Paid Count - Number of Associates paid at that level. Clicking the link also expands the profile.
Associate Profile - Displays the Associate’s name, ID, and the commission earned.
- Rules Breakdown - When you select the Rules Breakdown button, it pulls up the logic behind the bonus payout in a pop-up window. This is a breakdown of how the system determined they were eligible for the bonus.
- Details - View the Associates that contributed to earning the bonus in a pop-up window.
- Associate Name (ID) - Click to open the associate profile in a new window.
- Rank - Hover over the icon to see the associate's rank.

Bonus Profiles

This is a grouping of the type of bonus paid out, regardless of rank. You can download each bonus profile to compare data.

Profile - If you expand the profile name, it displays all Associates included in the Paid Count and how much they’re earning.

Count - This is the amount of each bonus paid out.

Click the link to navigate you to a Bonus Detail page. There, you can view a breakdown of:

How much Volume the Associate had
From what order number it came
The Associate paid, etc.
This is a great resource to follow the trail of all the orders and figure out how everything is getting paid out.

To learn how to configure volume and bonuses to inventory items, see:
- Adding Volume and Bonus Amounts to Inventory Items.
To understand the different methods to adjust volume distribution, see:
- Adjusting Volume on an Order Before the Commission Period is Closed
- Adjusting Associate Commission Volume

Download — Downloads a CSV file that contains:
- The paid Associate’s name
- The bonus they are earning
- The individuals that contributed to them earning the bonus

Commission Details

With Commission Details, you can search for specific Associates to view the commission amount paid for the period.

Search by - Select whether to search by Associate Name or ID, Order Number, or Any Field.
Search Bar - Search by the selected query type above.
Associate Profile - Displays the Associate’s name, ID, and the commission earned.
- View Detail - When you select the View Detail button, it will pull up the logic behind the bonus payout. This is a breakdown of how the system determined they were eligible for the bonus.
- Details - View the Associates that contributed to earning the bonus.
- Associate Name (ID) - Click to open the associate profile in a new window.
- Rank - Hover over the icon to see the associate's rank.
This is the same information that’s available in the downloadable CSV files.

With the first round of auditing complete, continue to the next section. There you’ll learn how to correct/adjust the commissions before they’re paid.