Approve a Employee Commission

After an employee commission has been completed, it transitions into the "Ready for Review-Employee" state, where it awaits review and approval by your management team. Once approved, the appropriate payroll  records are automatically generated for the respective commission.  It is highly recommended that prior to approving you complete an additional review of the commission record and the following are some best practice tips prior to approving.

1. The person approving the commission should not be the same person who completed it.  This ensures there is always a check and balance in your commission process.

2. If your company utilizes the Comm Analysis records, review this first to ensure it was properly updated to ensure non commissionable items are reflected appropriately.  You can quickly see if the comm analysis record was used to update the commission record by seeing if the Copy to Commission field is checked.  For more information please see Updating and Utilizing a Comm Analysis Record article.

3. Review the Commission Input fields to ensure that all key inputs have been entered accurately.

Note

If while reviewing a commission it is determined that a fixed $ adjustment is needed, you can add that adjustment to the Adjustment Commission $ field.  A positive entry into this field will add to the commission and a negative entry will reduce the commission.  Once a commission record is approved you will need to create a new Commission Adjustment record if any commission adjustments are needed.  For additional information see the Add and Complete a Commission Adjustment Record article. 

4. It is essential to review the Calculated Fields to ensure that they have been populated correctly. 

When you have completed your review click on the Approve Commission transition, ensure the Job Costing record is associated and click Save to officially approve the Commission and create the appropriate payroll records for this commission.   The following video provides an overview on this approval process. 

• Related Articles

• Approve a Vendor Commission

  After an employee commission has been completed, it transitions into the "Ready to Review-Vendor" state, where it awaits review and approval by your management team. Once approved, the appropriate expenditure record is automatically generated for the ...

• Approve a Sale

  Once a Quote is sold it automatically creates a Sale record for management to review and decide to either approve or not approve. This article will provide an overview on how to approve a new sale record as well as provide an overview on all the ...

• Approve Employee Worksheet

  When the Employee Worksheet moves to the Ready to Review State, management will need to review the submission for accuracy and make any updates that may be required. Once the review is complete and you are ready to approve select the Approve ...

• Complete a Commission Record

  1Stop streamlines calculating and allocating commission payments based on specific sales scenarios. Choose the appropriate option when completing a commission. Solo Employee: Applies to sales or change orders associated with a single salesperson. The ...

• Commission Process Program Overview

  Introduction Managing commissions can be a challenging and complicated process which is why 1Stop has implemented a robust, automated and streamlined process for handling commissions for your sales team. The following video provides an overview on ...