Commission Plans
Commission Plans define how performance becomes a payout. A plan can use a KPI definition, tier achievement, assigned users, effective dates, payout currency, and clawback rules.
Configure a plan
Section titled “Configure a plan”- Open Performance → Commission Plans.
- Create a plan and add a clear name and description.
- Select the KPI definition when payout depends on a KPI result.
- Choose payout currency and any base-currency exchange rate needed by the plan.
- Add achievement tiers with minimum, maximum, rate, and accelerator values.
- Assign users and set their effective start and end dates.
- Configure clawback behavior, then activate the plan when it is ready.
Avoid overlapping tiers unless the intended calculation has been reviewed. Effective assignment dates are also important: a correct formula should not pay a user for a period when the plan was not assigned to them.
Clawbacks and currency
Section titled “Clawbacks and currency”When clawbacks are enabled, the plan stores the eligible window in days. Commission records can later be clawed back with an amount and reason.
The plan’s payout currency controls the commission amount shown to the payee. Base-currency settings provide a consistent reporting value when the payout currency differs.