Assign new Commission Plan from Library | Scribe

    Assign new Commission Plan from Library

    • 0 step |
    • 2 minutes

      Steps to Assign new Commission Plan

      Navigate to "Commission Schedules"
      Click "Commission Schedule Library"
      Search for desired Commission Schedule in library and click this icon
      Click "Toggle Dropdown arrow"
      Click "Apply Plan"
      Search for Agent name looking to assign commission plan
      Check this box if looking to make the default (primary) plan
      Enter the start and end date of plan
      Click "Apply Options"
      Alert! On next step you can select if this plan should auto reset back production and split based on End date. You can also select if you want to apply this plan to any open transactions the agent currently has
      Click "Submit"
      Click "OK"

      Below Steps are just to confirm plan has been successfully Added

      Click "COMMISSION SCHEDULES LIBRARY"
      Click "COMMISSION SCHEDULES"
      Search agent name in this field
      Confirm you see new plan assigned to Agent
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