Overview
The Team Monitor allows you to view and manage teams. To open it, click on Commissions (1) > Team Monitor (2).
You can complete the following tasks within Team Monitor:
Filter and review existing teams
Create/Remove/Terminate teams
Add/Remove employees from teams
Set the team lead
Adjust the commissions split rate between individuals on a team
Assign a team rep code
Add teams to commission plans
Click FILTER to see the full list of teams.
Buttons
There are four buttons located at the top of the Team Monitor window.
- To see a list of your existing teams, click the Filter (A) button. You may enter search terms to narrow your results.
Note: You can see additional information by adding the Team Member and Split % columns using the Column Selector. The system will display each team member as their own row.
- To view the details about a specific team, click the Details (B) button. The system opens the Team Detail window.
Tip: Alternatively, you can double-click on a team in your results list to view its details.
- Click the Add Team (C) button to create a new team. The system will open a blank Team Detail window.
- To remove a team, click the Remove Team (D) 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.
Creating a New Team
To create a new Team entry and set up the Split Percentages, follow these steps:
Adding a Team to a Commission Plan
To manage compensation for a team, you must first add that team to a commission plan.
Audience: Rep Administrative Team, HR Team
Functionality: Teams consist of multiple members, each with a specified percentage split of commissions. Trades are credited to a team using a Team Rep ID.