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 a team
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 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
Here you can enter the following information:
Description
Group Code (Primary and Alternate)
Note: A team must have at least one Primary Group Code. A group may have multiple Rep codes.
Employees - right-click in the tab to add an employee to the team
Tip: Once you have added an employee, you can set them as either a Leader or Member in the Group Role column as well as mark them as Primary. You may also adjust the way the system splits commissions between team members.
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.