Salary and Commission Periods
With plans defined and people assigned, one click of Calculate period each month runs every plan against the period's real data and produces each person's commission.
Illustration of the Salary/Commission Periods screen
| Area | What it does |
|---|---|
| 1. Month picker | The period to calculate. |
| 2. Calculate period | Runs the calculation. |
| 3. Status | Calculated, approved… |
The table holds Month, Calculated at, Status and Approved at — which periods have run, when, and who approved them.
Reading a period's result
Open a calculated period and each person's figure comes with three levels of detail:
| Level | What it shows |
|---|---|
| Component breakdown | How much each component of the plan contributed. |
| Tier detail | For tiered commission: which tiers the revenue fell into and what each produced. |
| KPI criteria detail | For KPI components: how far each criterion was met, and its weight. |
This answers the hardest question of every pay run — "why is my commission this much?" — by opening the person and expanding the layers.
Calculate once the month's data is closed
A commission period reads the month's revenue. Running it while the month is still moving gives incomplete figures; wait until it is settled and run it once.
Related
- Salary and commission plans — the rules.
- Assign a salary plan — who is on which plan.
- Payroll — the monthly pay side.