Commission periods define the processing windows for a compensation plan. On a draw compensation plan, each period is an independent processing unit — draw advances, guarantees, and recovery calculations are all computed against the period's defined date range. A draw plan must have at least one commission period before it can be run.
Key concepts
Flexible date ranges: Periods can be any date range — a calendar month, a quarter, or a custom span. The engine does not assume calendar months.
Independent processing: Each period is processed as a single unit. Proration, guarantee shortfalls, and recovery caps are all computed against the full length of the period.
Oldest-first ordering: The Commission Periods grid sorts by start date ascending so the timeline is always easy to follow.
Run validation: If a draw plan has no periods configured, the Run Commissions action is disabled and shows a message telling you to add a commission period first.
Before you begin
The draw compensation plan must already exist. See Configure draw compensation plans.
Create a single commission period
Open the draw compensation plan.
Go to the Commission Periods tab.
Click + Add.
Enter a Name, Start Date, and End Date for the period.
Click Save.
Generate multiple periods at once
On the Commission Periods tab, click Generate Periods.
In the Generate Commission Periods modal, select the frequency (weekly, bi-weekly, monthly, semi-monthly, quarterly, half-yearly, annually, or custom) and the date range to cover.
Review the preview of periods that will be created.
Click Generate. The periods are added to the grid in ascending order by start date.
Editing or removing a commission period
Draw plans don't have transactions to lock, so Lock and Unlock aren't available for commission periods on a draw plan. Use the three-dot menu on a period to Edit its name or dates, or Delete it instead.
Run commissions for a period
From the draw compensation plan, click Run Commissions.
Select the period or periods to process.
Click Run Commissions again to confirm. The system calculates draw advances, guarantees, and recoveries for the selected periods and posts the results to the Commissions Ledger.