Commissions (Executive)

How to manage commissions in SalesLink - Executive.

Commissions – In Process

Click the Commissions – In Process link under PIPELINE in the top navigation bar. The Commissions – In Process: By Sales Managers page displays.

This page displays a table of all commissions that are currently in process, organized by region. Click on a number in the table to view details about the commissions. Approve commissions by checking the box next to a commission and then clicking the [Approve] button.

To submit commissions to payroll, click on a number in the Ready for Payroll section to display all approved commissions for a specific region. Then click the [Submit to Payroll] button to submit the commissions to payroll.

Click the By Sales Rep tab to view details regarding commissions earned in each region.

Commissions – Paid

Click the Commissions – Paid link under PIPELINE in the top navigation bar. The Commissions – Paid: By Sales Manager page displays.

The table on this page displays the amount of money paid to each region over the past year. Use the drop-down menus at the top of the page to filter the table by Year, Cutoff Date, and Division. Click on a manager’s name to view the amount of money paid to each of their sales reps.

Admin – Commissions Period

Click the Admin – Commissions Period link under PIPELINE in the top navigation bar. The Admin – Commissions Period page displays.

This page displays each of your current commission periods. Use the drop-down menu at the top of the page to switch years.

To edit a commission period:

1. Click the calendar icon in the End Date column to change the end date of a commission period.
2. Click the [Update] button to update that commission period.

Admin – Reps – Commission Plans

Click the Admin – Reps – Commission Plans link under PIPELINE in the top navigation bar. The Admin – Reps – Commission Plans page displays.

This page displays a detailed list of all sales reps and their individual commission plans. Use the Type drop-down menu to switch between MSR, PSSR, and RENTAL.

To edit a commission plan:

1. Click the [Edit] button next to a sales rep’s commission plan.
2. Make any necessary changes in the SalesLink – Rep: Edit Rep form.
3. Click [Update].

Admin – User Access

Click the Admin – User Access link under PIPELINE in the top navigation bar. The Admin – Commission User Access page displays.

This page displays details regarding executive and manager permissions in the Commissions area of SalesLink.

Permission Levels:

• None – No Access
• Write – Read / Write
• Read – Read Only
• Admin – Read / Write / Submit to Payroll

To edit permissions:

1. Click the [Edit] button.
2. Use the drop-down menus to change permission levels for users.
3. Click [Save].

You can also remove users by clicking the [Delete] button.