Commission changes: requests and approvals

Q: Can I ask for a plan for someone who has left?

Yes. Open **Departed** in the list and tick them. Or tick **Nobody yet**, and assign the finished plan from their profile.

Q: Can I still build a plan myself?

Yes. **New Plan** on the same tab opens the builder. See [Build a commission plan](/wiki/payouts-commissions/build-a-commission-plan).

Updated October 8, 2026

Instead of building or editing a commission plan yourself, you can describe it and have the Agency Edge team set it up for you.

Request a commission changeVideo walkthrough — coming soon · 1:40

Send a request

Only the office owner can send one.

Open Settings from the menu and choose the Payouts tab.

Under Commission Plans, find Want us to set it up? and press Request a commission change.

Under What do you need?, choose Modify an existing plan or Create a new plan. For a change, pick the plan under Which plan?.

Under Applies to, tick Applies to everyone, tick people one by one, or tick Nobody yet to have the plan built now and assign it yourself later.

Under When should this take effect?, pick when the change starts.

Under Describe the structure, write the rates, tiers and bonuses, or add your document under Attachment. Either one is enough.

Press Send request.

The Request a commission change window asks what you need, which plan, who it applies to and when it should take effect.

The same link is on the Commission step of the guided Add Team Member window, beside Need a new plan?.

Choosing who and when

People who have left are under Departed at the bottom of the list. If you tick one, a note says the plan will be written for work they have already done.
With End of the calendar month as your pay period, the choices are Next period, Current period, A later period and A specific date. Each period is shown with its dates.
With When I run Pay Team, the period choice is From your next Pay Team run.
As of hire date appears when everyone you ticked has a hire date. With several people, each starts from their own.
A note appears under your choice when it reaches a period that is in progress, closed or already paid. For a paid period it says the change means recalculating and reconciling money that has already gone out.
An attachment can be a PDF, Word, Excel, PNG or JPG file of up to 25 MB.

What happens after you send it

The window changes to Request sent. Nothing in your plans has changed at that point.

There is no approve button to press, and nobody else in your office has to sign off. The request goes to the Agency Edge team. We read it and follow up by email with any questions before anything changes.

When the plan is in place:

We email you that it is ready, with the day it takes effect. If something is not right, reply to that email and we adjust it.
The bell at the top of the page shows Your commission plan is ready.
The plan is listed under Commission Plans on the Payouts tab, where you can open it like any other.

If your document did not upload, the Request sent screen says so. The request itself went through, so do not send it a second time. Reply to our email with the file.

Frequently Asked Questions

Do I have to approve the plan before it goes live?

There is no approval step in the app. We email you with any questions before anything changes, and once the plan is ready you can reply to that email if it needs adjusting.

Can I send our commission document instead of typing it out?

Yes. Attach it and leave the description empty if you like. Describing the plan or attaching the document is enough on its own.

Can I ask for a plan for someone who has left?

Yes. Open Departed in the list and tick them. Or tick Nobody yet, and assign the finished plan from their profile.

Can I still build a plan myself?

Yes. New Plan on the same tab opens the builder. See Build a commission plan.