Overview
The Team Monitor allows you to view and manage teams. To open it, click on Commissions (1) > Team Monitor (2).
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.
Note: You can see additional information by adding the Team Member and Split % columns using the column selector. The system will display each team member as their own row.
- 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.
Team Details
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 - right-click in the tab to add an employee to the team
Tip: Once you have added an employee, you can set them as either a Leader or Member in the Group Role column as well as mark them as Primary. You may also adjust the way the system splits commissions between team members.
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