After a first round of audits, as well as some option 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
• Committing a Period

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Locating a Profile

In Corporate Office, navigate to: Commissions > Commission Runs.

[CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/Profiles

1. 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 Locate the commission period you want to audit.
2. 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

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Locking a Profile

In the Commission Profile, after reviewing the information and it’s correct:

1. Click the Lock Commissions button at the top of the page.

   The Lock Period pop-up will display requesting confirmation.

2. 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.

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Committing a Period

Review the Commission Profile one final time, when everything is accurate:

1. Click the Commit Commissions button.

   The Commit Commissions pop-up opens.

2. 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.