After a first round of audits, as well as some optional overrides, you can return to the Commissions Runs page to do a second round of auditing. This is ideally done by a another person to provide a second pair of eyes on the data, to ensure everything is correct and ready to be paid.
What We’ll Cover
- Locating a Profile
- Locking a Profile
- Adding Commission Payable and Paycheck Processing Fees
- Committing a Period
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 period. 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 page, where you can begin a 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 and the amounts can’t be modified. The commissions can’t be paid, however, until the commission profile has been committed.
When a commission profile is locked, you can no longer edit all of options for orders within the date limit of the profile.
Adding Commission Payable and Paycheck Processing Fees
If necessary, commission profiles can also charge a commission payable fee and/or a paycheck processing fee. Generally, these are configured to cover expenses like paper, printing checks, etc.
The Commission Payable Fee will be added as a fee on every commission period payable and adjustment made.
This fee will automatically be added when a commissions profile is committed. In order to undo or edit it, you need to create a manual adjustment. The charge is viewable under the Fee column on the Payables page and also displays in the Printable Paycheck Stub. It isn’t represented in Web Office Pay History page. So, if used, the total commission display on the page will be slightly off.
The Paycheck Processing Fee will be added as a Processing Fee adjustment on every paycheck. It is automatically added when the payments are approved and sent to the commission payment provider. It’s viewable in the Web Office Pay History page, but not in Payables or Approve Payment pages.
The steps to add these fees are:
In Corporate Office, navigate to: Administration > Advanced Settings > Commissions.
In the Money-Out section add the fee amount to the either or both the Commission Payable-level Fee and Paycheck-level Fee fields.
The format works as so: 2 = $2 and 2.5 = $2.50.
Click the Save Changes button.
Be aware: the commission payable fee can cause negative commission amounts if the commission payable is lower than the fee. If the commission payable is lower than the Paycheck Processing Fee, it holds the commission payout when it’s approved.
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. The profile is now in the Committed Commission Runs List where it can be viewed by clicking the View button.
Once committed, the amount to be paid out is final.
The profile will only show what will be paid out to the qualified associates. Anything that is being held, forfeited, or otherwise deferred will display after the profile has been committed.