Assign a commission plan

Updated

Give a person a plan, so their sales earn commission.

1 minute a person · Owner

1
Open Settings, choose the Payouts tab and pick the plan.
2
Press Assign Member and pick the person.
3
Set Effective From.
4
Press Assign Plan, or Update Assignment if they already had a plan.

Start from the person

1
In Settings, open Team Members and press Edit beside their name.
2
Choose the Commission tab.
3
Under Current Plan, press Assign a Plan or Change Plan.

The start date

  • A first plan offers Hire date and Today, or a date you type.
  • A change of plan offers Next pay period, Today and 1st of this month.
  • If each run closes your pay period, a change starts on the 1st after the person's last Pay Team run.
  • Each month is worked out on one plan, the one with the latest start that covers any part of the month, so a plan that starts mid-month prices that whole month.
  • A start before the hire date, or in a month already paid through Pay Team, is refused.

Anyone without a plan is listed under Unassigned Members, and their sales earn no commission until you assign one.

Frequently Asked Questions

I entered the wrong start date. Can I fix it?

For a person's first plan, yes. Edit start date sits beside the date on their Commission tab. Later plans do not offer it.

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