Assign new Commission Plan from Library | Scribe

    Assign new Commission Plan from Library

    • 15 steps |
    • 2 minutes

      Steps to Assign new Commission Plan

      1
      Navigate to "Commission Schedules"
      2
      Click "Commission Schedule Library"
      3
      Search for desired Commission Schedule in library and click this icon
      4
      Click "Toggle Dropdown arrow"
      5
      Click "Apply Plan"
      6
      Search for Agent name looking to assign commission plan
      7
      Check this box if looking to make the default (primary) plan
      8
      Enter the start and end date of plan
      9
      Click "Apply Options"
      alert ordinal icon
      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
      10
      Click "Submit"
      11
      Click "OK"

      Below Steps are just to confirm plan has been successfully Added

      12
      Click "COMMISSION SCHEDULES LIBRARY"
      13
      Click "COMMISSION SCHEDULES"
      14
      Search agent name in this field
      15
      Confirm you see new plan assigned to Agent