Team Monitor
- Mercedes Rothwell
- Inese Auzina
- Gints Vaskums
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.
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.
Tip: Alternatively, you can double-click on a team in your results list to view its details.
Note: You may remove a team only if the team has no associated transactions. Otherwise, you must Teminate a team. Right-click on the team and selsect Terminate from the pop-up menu or enter an end date in the Team Details window.
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.