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
Periodicity -
Adjustment types -
Adjustment Descriptions -
Effectivity Dates
1099 indicator -
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
Updating Adjustments
Removing Adjustments
Adding Adjustments
User experience - there are two manual ways to key adjustments - one adjustment at a time or four adjustments at a time (for bulk keying of adjustments)
