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Employee Commissions Announcement
Announcement time! Employee Commissions is now available. How Employee Commission works * Create Roles and assign them to your employees/platform users in the admin module. * Create the Commission Agreements. * Assign the Commission Agreements to your employee/platform user’s profile. * Assign policy sales …
Employee Commission reconciliation
If you have Commission Agreements set up, you can reconcile the payments to the employee within the black module. View a recording on the reconciliation (14.30 Minutes) of Employee Commissions here: Employee Commissions Reconciliation. To start this process, go to black, Reconciliations, Employee Reconciliatio…
Roles
Permissions for the use of Roles * There may be icons in these instructions that may not appear in your platform. * You can only set Roles if you are the Digital Champion or have the correct permissions. * There is also a section on Roles in the Batch Update article if you are wanting to perform an update to Ro…
Commission Agreements
Digital Champions (or those with the commission admin permissions) will be able create Commission Agreements. Once the Commission Agreement is set up, you will then be able to go to your Employee list in Employee Setup and add a Commission Agreement to a User profile. You must also assign a Role to that User. With…
