The Team Monitor allows you to view and manage teams. To open it, click on Compensation > Team Monitor. You can complete the following tasks within the Team Monitor.
Create/Remove/Terminate teams
Note: You may remove a team only if the team has no associated transactions. Otherwise, you must enter an end date to terminate that team.
Add/Remove employees from teams
Set the team lead
Adjust the split rate between individuals on teams.
Review existing teams
Assign team rep code
Add teams to commission plans
To generate a list of your existing teams, click the Filter button. You may enter search terms to narrow your results.
To create a new team, click the Add Team button. The system will open a pop-up 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.
Finally, you can right-click in the employee's tab to search for and add employees. Once you have added an employee, you may set them as a team member or lead. You may also adjust the way the system splits commissions between team members.
Audience: Commissions and Compliance Teams
Functionality:
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