You can import commission plans to an agent account, or you can add a new one. Follow the instructions below on how to do so.


Note: If you would like assistance in mass-applying commission plans to your agents, please send an email to [email protected] with details.



Click on “Setup” and then “Accounts” from your dashboard.






Select the agent for which you want to add a commission plan.





Once you're inside the agent’s information, click the “Commission Plan” tab.





You can choose to Add a brand-new plan or import an existing plan.




If you want to import an existing plan, click on the green “+Import” button.





Choose the Commission Plan you want to import from the dropdown menu. 

Then, click “Apply”.





You can optionally tie this commission plan to a specific transaction type. Commission plans with no transaction type specified will take ALL transactions into account, including those with a different commission plan selected by transaction type. 

However, if you specify a type, the plan will only count transactions of that particular type. 

For instructions on locking transaction types, see this.


You can edit the effective and end dates if needed. 

When you are done, click Save to apply the commission plan to the agent.




If you want to remove this commission plan from the agent, click the red “Delete” button on the bottom left.





If you want to add a new plan from scratch, click the blue “+Add” button at the page's top-left corner.





A new plan will appear where you can edit the Name, Description, Type, Dates, and Tiers.




If you select “Tiered” for the “Type” field, more options will appear.





In a "Tiered" commission plan, you have additional options:

  • Selecting the commission plan it is based on
  • Determining whether bonus commission counts toward the agent's contribution (if enabled, any bonus commission from a transaction will be included in the plan)
  • Choosing whether the plan resets on the agent's anniversary date (if enabled, it will reset based on transactions funded since the agent’s last anniversary date, and you can set the anniversary date when selecting the agent’s plan). 
  • Specify the funding date and add one or more tiers using the "+Add a Tier" option.





Once you are finished inputting all the information, click “Save”.





A confirmation message will pop up.  

To confirm, click “Save”.





Your new plan will now appear as your “Selected Plan”.  

You can also view your plan “History” on the left.


 

You can view each commission plan's name, description, type, start date, and end date (which can be updated here). 

If the plan is tiered, you will also see what the report is based on, whether it resets on the plan's anniversary date, and when transaction income is counted. 

If the plan is active and tiered, its current contribution will be displayed, with the active tier highlighted in green.