Assign a Salary Plan

Once a plan exists, somebody has to be on it. This screen connects a plan to people, over a period of time.

Illustration of the Assign Salary/Commission Plan screen

Area	What it does
1. Create	Adds an assignment.
2. Department filter	Assignments for one department.
3. Employee filter	Assignments for one person.
4. Salary/Commission Plan	Filter by plan.

The table holds Plan, Assignment target, Effective from and Effective to.

Making an assignment

Illustration of the assignment form

Area	What goes in
1. Salary/Commission Plan (required)	The plan to apply.
2. Department	Assign to a whole department — new joiners inherit it.
3. Individual	Assign to one person, for special cases.
4. The target picker	Pick the department or the person, per the choice above.
5. Effective from (required)	When it starts applying.
6. Effective to	Leave empty = still in effect, no end date yet.
7. Save	Stores the assignment.

Changing policy: set an end date, don't delete

When next year's commission changes, set Effective to on the old assignment and create a new one from the following day. Deleting the old one removes the basis for periods already settled.

Related

• Salary and commission plans — where the rules live.
• Salary/commission periods — settled against the assignments in effect.