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Overview
The Team Monitor allows you to view and manage teams. To open it, click on Compensation 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 the 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.Review existing 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 (C) button. The system opens the Team Detail window.
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Tip: Alternatively, you can double-click on a team in your results list to view its details. |
- Click the Add Team (B) button to create a new team. The system will open a
- blank Team Detail Window.
- To remove a team, click the Remove Team (C) 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
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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/screenshot%20-.png?version=1&modificationDate=1664563405507&cacheVersion=1&api=v2)
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Commission Plans
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Attention: In order to manage compensation for a team, you must first add that team to a commission plan. |
To add a team to a commission plan, right-click on the team in the results list. Click the Add to Commission Plan option.
Audience: Commissions and Compliance Teams
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