Looking to get setup for the next year? Product features make it easy to extend your current build into subsequent years, or apply changes to your current structure. Follow the steps below to apply the correct system adjustments to easily transition into the new year.
STEP 1: Setting Up a New Calendar
Create a new calendar that aligns with your upcoming fiscal year.
1. Go to the DATA tab
2. Click Calendar in the Side Menu
3. Click the Plus sign
4. Choose the Calendar Template that applies to your business. Note: the 4 Quarters & 12 Periods is the most common Calendar Template Used.
5. Name your Calendar
6. Select the Calendar Group you wish to add your new Calendar to. Note: A Calendar Group can be composed of calendars derived from same Calendar Template. The grouping will allow you to attach payment rules and quotas to a group of calendars rather than a single year.
- I have existing Calendar Groupings - If your calendar is from the same Calendar Template as the grouping listed, select the existing Calendar Grouping.
- I have no Calendar Groupings - Select + NEW CALENDAR GROUP and name your new grouping.
7. Set the Calendar Start Date
8. Click Save.
STEP 2: Check Calendar Settings
Go to the DATA Tab
2. Click Calendar in the Side Menu
3. Click on the three vertical dots in line with any quota you have built
4. Select Calendar Group
5. You will be viewing all existing Calendar Groupings. Move around calendars into different groupings by selecting the up and down arrow icon and dragging Calendars to different Groupings.
6. Exit out of the pop-up.
7. Note which Calendar has the green check mark next to it. This first day of the Default Calendar year determines the date you are viewing when you click into a plan. For example: If you create a 2023 Calendar year that starts January 1st, 2023 and make it the Default Calendar, your plan view will display all quotas and payment rules effective during January 1st, 2023 automatically.
Step 3: Edit Existing Plans | Users
Make sure your users will be effective on the plan in the next year.
1. Go to the Plans Tab
2. Click into the Plan
3. Click into a User
4. Confirm that the Effective End Date reads End of Time, or the last day that you wish to have this plan be effective. To adjust this field, click into the Plan Effective End Date section of the User Details. Extending a single User's End Date will auto extend the Effective End Dates of other Users on that plan as well.
Step 4: Edit Existing Plans | Payment Rules
With the new release, your payment rules will extend from their creation date until the end of time. To create a different version of the payment rule to accompany any changes to the overall plan structure, follow the steps below. Note: Following these steps changes the Payment Rate structure for everyone on the plan. If the only change to the plan is on the individual level, skip to Step 5.
1. Go to the Plans Tab
2. Click into the Plan
3. Go to the Payments Section
4. Click into the Payment Rule
5. Select the clock icon to open up the Version History
- To end the Payment Rule: Click "End of Time" in the End Date section of the version and set the last date this payment rule applies.
- To create a new version of the payment rule: Click ADD NEW VERSION and select the first date that this new version takes affect. This copies the structure of the existing payment rules and allows you to make any changes that are effective during this version's start and end date.
6. Click Back
Step 5: Edit Existing Plans | User Specific Payment Rules
Follow these steps if you need to create a new version of a single User's Payment Rule.
1. Go to the Plans Tab
2. Click into the Plan
3. Click into a User
4. Make any adjustment to the Payment Rule to activate Effective Dating of Payment Rules for this given user.
5. Confirm that you would like to make an Override Payment for User.
6. Click on the clock icon
7. Create New Versions of the Payment Rule and edit the values in this version. Note: You cannot set the End Date on the User Level. You can only set the End Date on the plan level as outlined in Step 4.
Step 6: Edit Existing Plans | Quotas
Copy existing Quotas from last year into this year.
1. Go to the PLANS Tab
2. Click into the Plan
3. Click into any Quota
4. In the dropdown in the upper right hand corner of the Quota editing screen, select your new Calendar year.
5. Click the copy icon in the upper left hand corner to see a list of quotas that can be copied into the new year. The list is determined by Quotas that are from previous years of the same Calendar Grouping.
6. Adjust the copied Quotas as necessary. If the quotas are set on a personal level, download the quota template or click into a User to set their personal value.
Step 7: Create New Plans
Step 8: Map Your Payment and Quota Rules
The Rule Mapping is the final step before you are ready to calculate. Calendar groupings are now taken into account when the mapping is created so you do not need to remap a rule for a new Calendar year.
1. Go to the Data tab
2. Click into Compensable Reports
3. Open the Payment Rule Mappings
4. Confirm that the CALENDAR GROUP field is accurate for existing mappings
5. Create new mappings for new Payment Rules -
- Select the Payment Rule to map
- Choose the Calendar Group to associate this rule to. The Calendar Group you choose decides the Attainment Period and Payment Timing options
- Select the Attainment Period. If a payment rule is associated with a Quota, set the Attainment Period to match the Quota Frequency. If not, set the Attainment Period to match the Payment Timing.
- Set the Payment Timing: How frequently this Payment Rule pays out commission earned.
- Owner Field to Use: The Owner field in the data that contains the User that will be receiving commission through this Payment Rule
- Value to Use: The Amount field in the data that the Payment Rule Rate will be applied to. If the Payment Rule does not contain a rate (Ex: Bonus Rules), select any value.
- Fill out the Quota Rule fields accordingly if this payment rule is associated with a quota.
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