In this step, you are choosing which bonus types will be calculated in this commission run. Depending on your comp plan you may want to run all or just some of the bonuses listed here.
¶ Instructional Video
¶ Step 2: Calculate Payouts
- Validate that the bonuses you wish to process are preselected (checked). If you run commissions or bonuses for more than one period type (example: weekly and monthly), the appropriate period bonuses will be preselected (example: if you are running a monthly period, the monthly bonus types will be preselected).
Bonus types that are intended to be ran in different periods should never be processed in the same bonus run. Always run weekly bonuses using a weekly bonus period and monthly bonuses using a monthly bonus period, etc.
¶ Process
Click Process.
¶ Review
When payouts have been calculated, a Review button will become available on the left side of the screen. Clicking this button will take you to the same unofficial qualifications report you would have viewed had you clicked Review during Step 1. The difference is this report will now show the unofficial payout calculations as well as the qualifications. Had you clicked Review during Step 1, you would have only seen the qualifications as the payouts would not have been calculated yet.
¶ Go to Step 3
To proceed to Step 3 from the Local Menu, select Processing: 3. Commit, or, if you are still on the calculate payout completion screen, simply click Commit.
¶ Additional Bonus Information
For additional bonus help, see the following pages:
Bonus Reports
Bonus Research