# Commission Plans

> Pay people on the records their goals count: a flat amount, a rate card, or a percentage.

A commission plan decides how much people earn from their work. It pays on the records a [goal](https://workstation.repzo.com/docs/performance/goals) counts. For example, "50 per deal won", "an amount based on the contract length", or "5% of each won deal's amount".

Because plans pay on goal records, create the goal first. A plan can't be saved without one.

## Create a plan

1. Open **Performance → Commission Plans**.
2. Click **Create plan**.
3. Work through the three steps: **Setup**, **Qualify**, and **Payout**.
4. Click **Save plan**.

### Step 1: Setup

- **Plan name** and an optional **Description**.
- **Currency** — the currency the plan pays in.
- **Pay period** — **Weekly**, **Monthly**, **Quarterly**, or **Yearly**. Each person gets one statement per period.
- **Pay** — choose **People**, **Teams** (everyone in them), or both.
- **Starts** and an optional **Ends** date.
- **Plan is active** — inactive plans stop producing statements.

### Step 2: Qualify

Decide when someone earns the full payout:

- **Always** — everyone on the plan gets the payout.
- **When all of these goals are achieved** — every selected goal must reach its target in the period.
- **When any of these goals is achieved** — at least one selected goal must reach its target.

A person qualifies on their own target for a goal, or on their team's target when they don't have one.

### Step 3: Payout

1. Under **Pay on the records counted by**, choose the goal whose records are paid. Each record that goal counts for the person in the period earns a payout.
2. Choose the **Payout** type:

| Payout | How it works |
| --- | --- |
| **An amount per record** → **Same amount for every record** | A flat amount, such as 50 per deal won. |
| **An amount per record** → **From a property (rate card)** | Pick a property (native or custom) and list an amount for each value, such as 12-month contract = 300. |
| **A percentage of each record's value** | For example 5% of each deal's amount. Add steps such as "from 100% goal progress, pay 7%". The highest step reached applies to every record in the period. |

For rate cards, choose what happens **When the value isn't in the list**: **Use the nearest lower value** (4 months pays the 3-month amount), **Pay a default amount**, or **Pay nothing**.

Percentages are paid in the workspace's base currency, because record values are kept in it. Set the plan currency to your base currency to use them.

If the plan has a qualifying rule, also set **When someone doesn't qualify**: **Pay nothing**, **Pay an amount per record**, or **Pay a percentage of each record's value**.

## Manage plans

The plans list shows what each plan pays, which goal it is paid on, when people qualify, its period, and whether it is active. From a plan's menu you can:

- **Edit plan** — open and pending statements are recalculated with the new rules.
- **Recalculate now** — refresh statements immediately instead of waiting for the hourly update.
- **Delete plan** — open and pending statements are removed. Approved and paid statements stay on record.

## Permissions

`commissions.view` opens the page, and `commissions.create`, `commissions.update`, and `commissions.delete` control changes to plans.

## Related pages

- [Commissions](https://workstation.repzo.com/docs/performance/commissions)
- [Goals](https://workstation.repzo.com/docs/performance/goals)
- [Properties](https://workstation.repzo.com/docs/administration/properties)