Tip!
While you can make a commission schedule from scratch, best practice is to make a copy of an existing commission schedule and then make the necessary edits needed.
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Click "Commission Schedules"
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Click "Commission Schedule Library"
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Click "+Commission Schedule"
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Select "Library" from the select commission schedules dropdown
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Enter the Name of the new commission schedule
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Select which plan from the library to make a copy of
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Click "Save"
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Click "OK"
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Edit Critical Settings of New Commission Schedule
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Click "Edit Details"
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Verify/edit name of commission schedule
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Add description field (optional)
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Select/Edit Commission Schedule Strategy
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For Accumulation plans - select the commission source for accumulation purposes
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Select if this plan needs to account for side count regarding accumulation
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Click "No"
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Click "No"
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Verify minimum and maximum commission rates are set to 0-100%
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Click "Yes"
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Click "Yes"
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Click this text field.
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Click this text field.
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Click "Yes"
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Click here.
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Click here.
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Click "Save"
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Click "OK"
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Verify/Edit Accumulation Tiers
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Click here.
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Click the "THRESHOLD AMOUNT*" field.
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Click here.
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Click "Update"
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Click "OK"
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Click here.
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Click the "The % of commission they earn once they cross the threshold amount." field.
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Click "Update"
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Click "OK"
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Click "Threshold"
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Click the "THRESHOLD AMOUNT*" field.
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Click the "The % of commission they earn once they cross the threshold amount." field.
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Click "Save"
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Click here.
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Click "OK"
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Verify/Edit Commission Schedule Fees
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Click "6%
ADJ_GCI"
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Click "Fee"
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Click "[NONE]"
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Click "Charitable Donation"
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Click this number field.
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Type "10"
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Click "Save"
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Click "OK"
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Click here.
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Click "Is this Fee split across the side?*
(If yes - it means it will be pro-rated based on sales percentage and percentages will be allocated based on..."
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Click "×
AGENT GROSS (AGENT)"
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Click "AGENT GROSS (AGENT)"
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Click "Tracking Account
(Leave blank to track it to where the transaction is tracked.)"
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Click here.
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Click here.
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Click "×
No"
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Click "No"
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Click "×
Yes"
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Click "Yes"
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Click "Percentage Fee"
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Click "Flat Fee"
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Click "Cancel"
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Verify New Commission Schedule in Library
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Click "COMMISSION SCHEDULES LIBRARY"
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Click the "Search Name" field.
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Type "leve"
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Click "Level Up Plan 2023"
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