Overview
The Adjustment Monitor allows Commissions teams to manage Ad Hoc, Recurring, and Dynamic adjustments. Whenever the system applies an adjustment to a rep’s compensation, it creates Adjustment Credit Event. Reps can see these adjustments on the statements generated by the system during each pay period. You can view the Credit Event Monitor guide for more information on these types of events.
Setup
The Setup tab has two subtabs: Adjustment Type and Adjustment Status Flags. Click the tabs below to learn more.
Creating Adjustments
Once you have set up your adjustment types, users can begin creating adjustments. They can either click Add Adjustment (1 adjustment) or Add Multiple Adjustments (4 adjustments). There are 9 fields on these adjustment windows.
Assigned To: Select the employee, location, team, or company that the adjustment applies to.
Type: Select the Adjustment Type.
Periodicity: Set by Type.
Value: Set the value for the adjustment.
Note: Enter $1 for dynamic adjustments.
Number Per Period: Set by Type.
Adjustment Date:
Effective From: Set by Type.
Effective To: Set by Type.
Description: Enter a description for this adjustment. This description will appear on reports.
Ad Hoc/One Time Adjustments
Adjustment loader - regular upload usually used for ad hoc/one-time adjustments
Recurring Adjustments
How to end a recurring adjustment early
Dynamic Adjustments
Dynamic adjustments are adjustments that have their value calculated each time, rather than being a static amount.
Updating Adjustments
Removing Adjustments
Audience: Commissions Administrators, Commissions Managers
Functionality: The Adjustment Monitor allows Commissions teams to manage Ad Hoc, Recurring, and Dynamic adjustments.
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