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 review existing teams

• Create/Remove/Terminate teams

• Add/Remove employees from teams

• Set the team lead

• Adjust the split rate between individuals on teamsa team

• Assign a team rep code

• Add teams to commission plans

Buttons

There are four buttons located at the top of the Team Monitor window.

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•  To generate see 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.

•  Click the Add Team (C) button to create a new team. The system will open a blank Team Detail Windowwindow.
•  To remove a team, click the Remove Team (D) button.

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Creating a New Team

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
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.

To create a new Team entry and set up the Split Percentages, follow these steps:

Rw ui steps macro
Rw step In the Team Monitor window, click ADD TEAM.

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The system opens an empty Team Details window. Image Added Rw step Enter the basic Team details: Name -  a descriptive name, usually, the last names of the employees on the team Start Date - the date when the team becomes active End Date -  end date is optional, specify only if the team is terminated Type - the value is always Team Rw step Select the appropriate Draw from the dropdown. Draws are advances on commissions and can be forgivable or unforgivable. Tip Tip: If the team is to receive a draw, you can define the Draw Type and the Amount in the Setup tab of the Commissions Console. Rw step Enter the extended Description for a team by double-clicking on the field. Rw step Assign a Rep ID to the team in the Group Code table: Select the code type - Primary (required) or Alternate (optional) Double-click in the table and enter the Code, Source and Alias Image Added Rw step Add members to the team and define their roles and commission splits. Right-click in the Employees table and select Add from the menu. Image Added Rw step Define each Team Member’s details and click OK: Member Start Date: Indicate when each member joined the team. Commission Split: Define the percentage of commission each member will receive. The system will issue a warning if the percentages do not add up to 100%. Group Role: Assign a role to the team member (e.g. sales assistant, leader). Team Lead: Designate a team lead. While not governing compensation, this is useful for messaging. Image Added Rw step (Optional) Assign a Lookup Table A payout table can be assigned to the team, which results in net splits. Rw step Assign the Team to a Commission Plan In either the Team Monitor or Commission Console, assign the new team to a commission plan. Rw step Click SAVE. The new Team is added to the Team Monitor. Image Added

Adding a Team to a Commission Plan

In order to To manage compensation for a team, you must first add that team to a commission plan.