- Created by Mercedes Rothwell, last modified on Oct 05, 2022
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Mercedes Rothwell Updated page labels and related pages. |
v. 7 | Nov 08, 2022 14:45 | Mercedes Rothwell |
v. 6 | Oct 20, 2022 13:59 | Mercedes Rothwell |
v. 5 | Oct 05, 2022 15:15 | Mercedes Rothwell |
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v. 3 | Oct 04, 2022 18:50 | Mercedes Rothwell |
v. 2 | Sept 30, 2022 18:44 | Mercedes Rothwell |
v. 1 | Sept 30, 2022 15:34 | Mercedes Rothwell |
Overview
The Team Monitor allows you to view and manage teams. To open it, click on Commissions (1) > Team Monitor (2).
![](https://docupace.atlassian.net/wiki/download/attachments/2021785617/team%20monitor.png?version=2&modificationDate=1664907572156&cacheVersion=1&api=v2)
Managing Teams
You can complete the following tasks within Team Monitor.
Filter and Review existing teams
Create/Remove/Terminate teams
Add/Remove employees from teams
Set the team lead
Adjust the split rate between individuals on teams.
Assign a team rep code
Add teams to commission plans
Buttons
There are four buttons located at the top of the Team Monitor window.
- To generate a list of your existing teams, click the Filter (A) button. You may enter search terms to narrow your results.
- To view the details about a specific team, click the Details (B) button. The system opens the Team Detail window.
Tip: Alternatively, you can double-click on a team in your results list to view its details.
- Click the Add Team (C) button to create a new team. The system will open a blank Team Detail Window.
- To remove a team, click the Remove Team (D) button.
Note: You may remove a team only if the team has no associated transactions. Otherwise, you must enter an end date in the Team Details window to terminate that team.
![](https://docupace.atlassian.net/wiki/download/thumbnails/2021785617/team%20monitor%20buttons.png?version=1&modificationDate=1664982902736&cacheVersion=1&api=v2&width=301&height=116)
The Team Detail Window
Here you can enter the following information:
Start/End Date
Name
Type
Description
Group Code (Primary and Alternate)
Note: A team must have at least one Primary Group Code. A group may have multiple rep codes.
Employees
Tip: Once you have added an employee, you can set them as either a Leader or Member in the Group Role column. You may also adjust the way the system splits commissions between team members.
![](https://docupace.atlassian.net/wiki/download/attachments/2021785617/team%20details.png?version=1&modificationDate=1664907681511&cacheVersion=1&api=v2)
Commission Plans
In order to manage compensation for a team, you must first add that team to a commission plan.
Audience: Commissions and Compliance Teams
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