This article reviews how to manage bonus pay directly from user (agent) profiles. Changes made to user bonus pay plans from the profile will also be reflected in the Bonus Management user section.
IMPORTANT: Any changes or updates to bonus pay plans will be applied to the current month and future months only. Bonus pay for prior months will not be updated or affected.
For example, if a bonus pay plan was added or created on April 19, the changes would be applied to all of April and the months going forward. March and previous months will not be affected by any changes or updates made in April.
From the navigation menu, select Admin then select Users. From the Users, click on the Action button next to the user's name and select Edit to open the user's profile.
From the user's profile, scroll down to locate Pay Plan. Click here to open the drop-down section for Pay Plan.
Next, enter the desired bonus pay amounts for each assigned department (Sales and/or Service). For Sale Pay, the exact pay amount for each sold can be entered or Square Pay can be applied by click on the Use Square Pay toggle.
Tier Pay can be applied by clicking on the Use Tier Pay toggle. This opens drop-down selection boxes for both Inbound and Outbound activities, then select the Tier Pay Plan to be applied. Tier Pay Plans for both Inbound and Outbound need to be selected. At this time, selection of only one source is not available.
Note: Tier Pay Plans must first be created before they appear in the drop-down selection box. Refer to the following article: Creating Tier Pay Bonus Plans
Select Save to update the user profile.
IMPORTANT: Any changes or updates to bonus pay plans will be applied to the current month and future months only. Bonus pay for prior months will not be updated or affected.
For example, if a bonus pay plan was added or created on April 19, the changes would be applied to all of April and the months going forward. March and previous months will not be affected by any changes or updates made in April.