Commissions
Commissions are period records produced for assigned users under a Commission Plan. Each record keeps the plan, user, period, achievement, calculated amount, currency, and payout status together.
Review commissions
Section titled “Review commissions”Use All Records to review commission records across the team or My Commissions to focus on your own. The All Records view can be filtered by Pending, Approved, Paid, or Clawed Back status.
Summary totals show the pending, approved, and paid amounts. Before approving a record, confirm its plan, period, achievement, base amount, tier, and commission amount.
Payout workflow
Section titled “Payout workflow”Commission records follow this workflow:
Pending -> Approved -> Paid -> Clawed Back- Approve confirms a pending calculation.
- Mark Paid records that an approved commission was paid.
- Claw Back reverses all or part of a paid commission and requires a reason.
Permissions control which users can take these actions. Resolve calculation questions before approval so the status history remains meaningful.