Date	Change

Date	Change
October 2024	Added info about the Adjustment Monitor search window and Remove adjustment functionality.
August 2023	Initial Version

Overview

The Adjustment Monitor allows Commissions teams to manage Ad Hoc, Recurring, and Dynamic adjustments. Whenever the system applies an adjustment to an Rep’s compensation, it creates an 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.

Adjustment Search

This tab shows all adjustments that have been added manually or imported into the system.

Buttons

The Adjustment Search window has the following buttons.

To see a list of existing Adjustments, select search values to narrow your results and click the FILTER (A) button.

To view the details about a specific Adjustment event, select it and click the DETAIL (B) button. The system opens the Adjustment Detail window.

Tip: Alternatively, double-click on a entry in the results list to view its details.

To manually create a single Adjustment entry, click the ADD ADJUSTMENT (C) button.

To manually create several Adjustment entries, click the ADD MULTIPLE ADJUSTMENTS (D) button.

To stop reoccurring Adjustments, select one of them and click the REMOVE ADJUSTMENT (E) button.

To remove a one-time Adjustment, select it and click the DELETE (F) button.

Setup

The Setup tab has two subtabs: Adjustment Type and Adjustment Status Flags. Click the tabs below to learn more.

Creating Adjustments

Tip: You can use the client-side Importer to upload one-time or reoccurring adjustments in bulk.

Once you have set up your adjustment types, users can begin creating adjustments. They can either click Add Adjustment (one adjustment) or Add Multiple Adjustments (four adjustments). Fill out the following fields:

Assigned To: Select Employee, Location, Team, or Company that the adjustment applies to.
Type: Select one of the Adjustment Types defined in the Setup tab.
Periodicity: Automatically set based on Type.
Value: Set the amount for the adjustment.

Note: A$1 amount is set automatically for dynamic adjustments. You cannot change this value. The actual value will be calculated according to the algorythm defined for the Adjustment Type in the Setup tab.

Number Per Period: Automatically set based on Type.
Adjustment Date: Required for non-recurring adjustments.
Effective From: Required for recurring adjustments.
Effective To: Required for recurring adjustments.
Description: Enter a description for this adjustment. This description will appear on the reports.

Click OK, when all data is filled out.

Add Adjustment

Removing Adjustments

Adjustments may be updated or removed until the associated payroll period has been posted. To remove a one-time adjustment that has not been posted, search for and then select the adjustment you want to delete, then click the Delete button.

You may end a recurring adjustment early by locating the adjustment, selecting the row, and clicking REMOVE ADJUSTMENT.

You can then select the End Date that will be set as the Effective To date for the recurring adjustment. The End Date cannot be earlier than the last day of the most recently posted payroll period.

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