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Team Commission Plans & Pro-Rated Agent Deduction
Team Commission Plans & Pro-Rated Agent Deduction
Updated over 5 months ago

The following video shows you how to set up teams then use those teams to build team commission plans. We also talk about how to set up individual agent deductions that pro-rate based on award allocation.

How do I set up a team commission plan?

Step 1

Set up those needed teams in your account by selecting Teams under the Fields tab:

Step 2

Apply Teams to correct users by navigating to the Users tab:

Step 3

Apply Team Tracking to Split by selecting Accrued by > "team: agent's team" in the split section.

Prorated Agent Deductions

Step 1

Add deduction to transactions or commission template by clicking "add" > "Pre-split deduction" or "Post-split deduction":

Step 2

Apply award allocation pro-rate option by selecting Prorated according to > award allocation:

Please see the video for a detailed explanation:

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