Create a compensation plan

Prev Next

Complete the following processes to create a compensation plan where you can configure plan components, attributes, and added formulas & variables.

Create a compensation plan

  1. Go to Commissions > Compensation Plans.

    Commissions tile with Compensation Plans option highlighted.

  2. Click New.

  3. In the New Compensation Plan window, complete the following fields:

    New Compensation Plan window with blank fields.

    Field

    Description

    Name

    Type a name for the new compensation plan.

    Categories

    From the dropdown select an existing category or type a new category and hit Enter.

    Note

    You can add multiple categories to the compensation plan, as needed. Categories are tags that display next to the compensation plan in addition to the status.

    Description

    Type a brief description for the new compensation plan.

  4. Click Create & Save.

  5. Add components with configured details, attributes, and formulas.

  6. Once you have added all the required compensation plan components and attributes, click Save.