Date	Change

Date	Change
September 2022	Initial Version
October 2024	Additional columns for seeing team split percentages.

Version	Date	Comment
Current Version (v. 13)	Oct 22, 2024 20:01	Mercedes Rothwell
v. 12	Oct 22, 2024 20:00	Mercedes Rothwell
v. 11	Oct 21, 2024 13:41	Inese Auzina
v. 10	Sept 23, 2024 14:42	Inese Auzina
v. 9	Dec 11, 2023 09:51	Gints Vaskums
v. 8	Nov 08, 2022 14:50	Mercedes Rothwell Updated page labels and related pages.
v. 7	Nov 08, 2022 14:45	Mercedes Rothwell
v. 6	Oct 20, 2022 13:59	Mercedes Rothwell
v. 5	Oct 05, 2022 15:15	Mercedes Rothwell
v. 4	Oct 04, 2022 19:36	Mercedes Rothwell
v. 3	Oct 04, 2022 18:50	Mercedes Rothwell
v. 2	Sept 30, 2022 18:44	Mercedes Rothwell
v. 1	Sept 30, 2022 15:34	Mercedes Rothwell

Overview

The Team Monitor allows you to view and manage teams. To open it, click on Commissions (1) > Team Monitor (2).

Managing Teams

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 split rate between individuals on teams
Assign a team rep code
Add teams to commission plans

Buttons

There are four buttons located at the top of the Team Monitor window.

To generate 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.

Team Details

Here you can enter the following information:

Start/End Date
Name
Type
Description
Group Code (Primary and Alternate)

Employees - right-click in the tab to add an employee to the team

Commission Plans

In order to manage compensation for a team, you must first add that team to a commission plan.

Related Pages

jaccomo

Team Monitor