After a first-round of audits, you can return to the Commission Profile to do a second round of auditing. Another person should do this to provide a second pair of eyes on the data. This ensures it’s accurate and ready to pay.
What We’ll Cover
- Locating a Profile
- Locking a Profile
- Adding Fees
- Committing a Period
To access a Commission Profile, you must have the ProfileCommissions() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Locating a Profile
In Corporate Office, navigate to: Commissions > Commission Runs.
- The Period Selector allows you to sort the commission runs based on a certain time. The default on this page is the last 7 days. You can, however, select any date range you want to view commission runs in that period. Use it to locate the commission period you want to audit.
- Once located, click the View button.
This navigates you to the Commission Profile, where you can begin the second auditing.
Read more about your auditing tools: Auditing Commission Profiles
Locking a Profile
In the Commission Profile, after reviewing the information and confirming it’s accuracy:
Click the Lock Commissions button at the top of the page.
The Lock Period pop-up displays, requesting confirmation.
Confirm by clicking the Lock button.
The Lock Commissions button changes to the Commit Commissions button.
The commissions are now locked. You can no longer change the amounts. You can’t pay commissions until you commit the Commission Profile. While the Profile is locked, the options to edit an order become unavailable.
Adding Commission Payable and Paycheck Processing Fees
You can configure fees to cover expenses like paper, printing checks, etc.
Commission Payable Fee
The Commission Payable Fee charges to every commission period payable and Adjustment made.
This fee charges when you commit a Commission Profile. To undo or edit the charge, create an Adjustment.
You can see the charge on the Payables page Fee column or in the Printable Paycheck Stub. The fee does not display on the Web Office Pay History page. So, if used, there will be a discrepancy in the total commission displayed.
Paycheck Processing Fee
The Paycheck Processing Fee is an Adjustment on every paycheck. It charges when you send approve payables to your payment provider. This fee appears on the Web Office Pay History report but not on the Payables or Approve Payment pages.
Adding a Fee
To add either fee:
In Corporate Office, navigate to: Administration > Advanced Settings > Commissions.
In the Money-Out section, enter an amount to either the Commission Payable-level Fee and Paycheck-level Fee fields.
Enter the amount as a decimal: 2 = $2 and 2.5 = $2.50.
Click the Save Changes button.
Warning: The Commission Payable Fee can cause a negative amount if the payable is lower than the fee. If the same occurs with the Paycheck-level Fee, the system holds the payment until Admin approval.
Committing a Period
Review the Commission Profile one final time. When everything is accurate:
Click the Commit Commissions button.
The Commit Commissions pop-up opens.
Click the Commit button to confirm.
The commission run will go through the data and commit the commissions. Once committed, the amount is final. The Profile will only show commission for qualified Associates. Only after committing the Profile will hold/forfeited commission display.