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 Version History

Date

Change

September 2022

Initial Version

Version Date Comment
Current Version (v. 5) Oct 05, 2022 15:15 Mercedes Rothwell
v. 8 Nov 08, 2022 14:50 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
v. 4 Oct 04, 2022 19:36 Mercedes Rothwell
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).

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.

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.

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

Related Pages

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