The Commissions section in the admin portal enables you to effectively manage and track commissions for your employees. This section provides a centralized platform to set up commission structures, calculate commissions, and generate commission-related reports.

1. Accessing the Manage Commissions Section

To access the Manage Commissions section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/hr_payroll/manage_commissions
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Manage Commissions section automatically.

2. Commission Setup and Configuration

In the Manage Commissions section, you can set up and configure commission structures based on your organization’s sales or performance criteria. Some common actions you may perform include:

Commission Plans: Define commission plans, specifying the rules, calculations, and conditions for commission eligibility.

Commission Structures: Create commission structures by associating sales targets, performance metrics, or revenue thresholds with corresponding commission rates.

Commission Rules: Establish rules and guidelines for commission calculations, including factors such as sales territories, product categories, or specific sales activities.

3. Commission Calculations and Processing

The Manage Commissions section allows you to calculate and process commissions for your employees. Some common actions you may perform include:

Commission Calculations: Utilize the predefined commission structures and rules to automatically calculate commissions based on sales data, revenue figures, or performance metrics.

Commission Adjustments: Make manual adjustments or modifications to commission calculations, taking into account special circumstances, incentives, or overrides.

Commission Processing: Generate commission statements or reports for employees, outlining the commission amounts earned within a specific period.

4. Commission Reports and Analytics

The Manage Commissions section provides access to various reports and analytics related to employee commissions. These reports help you monitor commission performance, track individual sales contributions, analyze commission expenses, and generate commission-related financial reports.

5. Saving and Applying Changes

After configuring commission structures, making calculations, or processing commissions, ensure to save the changes to reflect them in the system. Look for the “Save” or “Apply” button at the bottom or top of the Manage Commissions page to save your changes.