Create a compensation plan

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.

   

2. Click New.

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