Articles on: Sales & Commissions

How do I assign staff to commission plans?

Assigning commission plans

Assigning commission plans to your staff members is a key step in ensuring they are compensated accurately for their sales and performance. This guide will walk you through the process of choosing what commission plans are enabled for your staff members:

Make sure you have a commission plan set up. A commission plan defines what products and sales contribute to employee commissions and the commission amount of each sale.
Staff members can be assigned to more than one commission plan.

Method 1: Assign a specific staff member to a commission plan

➡️ Go to the Staff page.

➡️ Click on the staff member you'd like to assign a commission plan to.

➡️ Select the commission plan from the drop-down list.

➡️ Click on the Save button.

Method 2: Assign multiple staff members to a commission plan

You can add or remove multiple to a specific commission plan directly from the Commission Plan Details window.

➡️ Go to the Commissions screen and click on the Commission Plans button.

➡️ Click a commission plan to see its details.

➡️ Add or remove staff members to the list of staff members using the panel on the right side.

➡️ Click Save.

Your staff members should now earn commissions for eligible sales. To verify everything's working correctly see
How do I create a new commission plan?

🎁 Limited time offer: Schedule a free call with our onboarding manager and let us create a custom commission plan for you!

If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️

Updated on: 02/04/2024

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