Navigating the Console

To access the Console, click the Commissions tab (1), then click on Console (2). The Console has three tabs.

• The Statements tab (3) allows you to review Commission reports and statements for each pay period.

• The Setup tab (4) allows you to configure the various functions that make up the Console.

• Finally, the History tab (5) allows you to view a history of past commission runs.

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The Statements Tab

The Statements tab displays commissions as a folder tree. Folders vary based on site configuration, but you will see the following types of folders.

Level 1

This folder is named after your site. It contains all other folders.

Level 2

This folder identifies the pay period category. You can assign pay periods to a category in the Setup tab.

Level 3

This folder is always organized by Pay Period. An A icon identifies the Active pay period. Periods above the active period are in the future, and periods below the active period have already passed.

Level 4

By default, the folders in this level are organized by Business Role. You can change this in the Setup tab.

Level 5

Finally, this level is broken down by rep. Clicking on a Rep’s name (5) in the Commissions tree displays the commission statement and detailed reports associated with that rep. When a document is in the Review tab (6), only users with console access can see these reports. Once a user clicks Release (7), the documents move to the Release tab (8).

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History

The History tab allows you to view information about past commission runs, including whether it was auto or manually generated.

Setup

The Setup tab allows you to configure various essential elements of the Console. The following list briefly summarizes each item.

Commissions Transactions

This tab tells the system what to use as the second level when displaying the Commissions tree. For example, selecting Business Role will group reps by roles such as Registered Rep (RR).

Payroll Periods

This subtab allows you to create the pay periods that serve as the first level of the Commission tree. Many users prefer to set up all the pay periods for a given year at the beginning of that year.

To create a pay period, right-click on the payroll periods window and enter the following information.

• Period Name

• Type

• Description

• Start Date

• End Date

• Look Back Date

The Look Back Date tells the system how far back to look for transactions that may have come in from feeds after someone posted the previous period. You can only post a pay period if there is at least one future pay period in your system.

Business Roles

This section allows you to view the list of business roles in your system and the employees assigned to that role.

Commission Plans

This section allows you to view which employees, lookup tables, and draws are associated with a selected commission plan.

Employees

Some employees require unique lookup tables, commission plans, draws, or goals.  This window allows you to override the default assignments setup on the Commission Plan tab.

Lookup Tables

Confirm that the tables related to your Commission setup contain information. You can right-click on this window to make changes.

If you add a new lookup table, you must include a start date. However, you do not need an end date.

Draws

Add description, type, and value to the entry. You may assign the draw to an employee or a commission plan.

Adjustments

When adding a Payout Adjustment, you need to provide the following information

• Assignment

• Type of Adjustment

• Adjustment Value

• Description (optional)

• Date/Date Range

Goals

To add a new goal, click the "Add" button in the upper right corner of your screen. Type in all of the goal information and then click Save. You may assign the goal to an employee, a commission plan, or a particular business role.

Report Design

On the Reports Design screen, you can customize your generic reports. You may change:

• Report Info Name

• Commission Plan

• Report Description

• Business Role, etc.

Commission Dates

The selections you make on this screen determine the order that the system looks at transaction dates when generating a commission run.

Fees

Select appropriate checkboxes to add the fees you want to include in your commission calculations.

Auto Generation

Here you can set up commissions to run automatically on specific days and/or times. You can also configure options such as whether the system should post periods or release commission runs.

Status Flags

Here you can create new status flags to add to pay periods.

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