To navigate to the Bonus Department within Freedom, from the Global Menu select Departments > Bonus
¶ General Information
The Bonus Department is where commissions are calculated, researched, committed, and paid. The majority of earnings reports are located here, as well as access to viewing prior committed periods and payout files.
¶ Important Rules
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There should only be one (1) person running bonus at a time.
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Although steps 1 and 2 of the bonus process can be run at any time, when you are ready to commit an official bonus period, always start fresh with step 1. Never commit a bonus period using a prior calculated unofficial run. Always start from step 1 and proceed through step 3. This ensures that any changes made to orders since the unofficial run are picked up in the new run.
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Never commit the same period more than once. Attempting to commit the same bonus period more than once can result in inaccurate calculations. If you need to re-run a committed bonus run, you must contact ByDesign Support to delete it.
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Always process commission periods in order. For example, you should never commit the October period prior to committing the September period.
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If the screen times out or freezes, you can navigate to Reports > Compensation Runs from the Local Menu and check the Status column for the period you are processing to verify whether or not the step is still running.
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Never commit a bonus period until you are confident the payouts are accurate. Always audit your payouts before committing the period.
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If you need further assistance, please contact our Client Support at (813) 253-2235.
¶ Processing Commissions
There are typically 5 steps to processing commissions. Each step has a specific purpose and order of processing. However, before starting this process, the bonus preparation must be completed before processing commissions.
Step 1: Calculate Qualifications
Step 2: Calculate Payouts
Step 3: Commit
Step 4: Batch Out
Step 5: Generate Payout File
¶ Additional Bonus Information
For additional bonus help, see the following pages:
Bonus Reports
Bonus Research