After reviewing payables, you can issue a manual payment change (positive or negative) to an Associate. Adjustments are one-off money-based modifications and can be negative or positive. They are not tied to commission periods but commission check payouts.
After committing a commission period, you must add an Adjustment if you need to make changes to commission payouts. Unlike Overrides, which change commission calculation rules, Adjustments add another cash payout to the Associate’s paycheck.
- Overrides are pre-commit and tied to commission periods.
- Adjustments are post-commit and tied to paychecks.
What We’ll Cover
- Setting up Required Fields
- Adding an Adjustment
- Editing Adjustments
- Viewing Adjustments in Web Office
Setting up Required Fields
Admin: Corporate Admin
Page: Administration > Advanced Settings > Commissions.
Permission: ViewAdministration(), ViewAdvancedSettings()
Before you start, you’ll want to ensure that the Add Adjustment tool contains the appropriate required fields. This task is optional.
Under Add/Edit Adjustments section, you can make the following fields located in the Add Adjustment pop-up window required:
- Approved By
Adding an Adjustment
To add an Adjustment:
Click the + Adjustment button and select Add new adjustment.
The Add Adjustment pop-up window opens.
Enter the name or ID of the Associate who will receive a payment Adjustment.
Enter the Amount of the Adjustment. This can be positive or negative.
In the Taxable? dropdown, select Yes if the amount is taxable or not.
Enter the Description of the Adjustment.
Type any Notes on the Adjustment.
In the Approved By field, type the employee’s name who approved this Adjustment.
Click Add Adjustment.
Read more: You can also add adjustments via import.
Select the Options dropdown next to the payable.
Select Edit Adjustment.
The Edit Adjustment pop-up window opens.
Click Save Changes. All the previous information entered for the Adjustment will populate in the fields. You can edit and re-save the Adjustment.
Adding Negative Adjustments
Adding negative Adjustments will not create a withdrawal from an Associate’s bank account. Instead, the negative amount subtracts from any positive commission earnings from the Associate.
Once there is a positive balance available to the Associate (after the negative amount has been subtracted), the negative Adjustment will be applied.
Warning: Never put negative Adjustments in a “force pay” state.
The system stores added Adjustments in the CRM_Commission_Adjustments Database table. You can query the Database using the SQL Manager.