You can add pre-defined attributes to a Representative. This feature enables a uniform definition of a Representative.
Proceed as follows:
- Click on the attributes icon in the Employees. The Configure Representatives selection box is displayed. This screen enables defining attributes for all Representatives
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Click on the Predefined Settings button for common, preset attributes.
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Click on the selection box for every attribute that you want to display (in the example below - Currency, On Target Bonus (OTB), Salary, Salary per Hour).
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In case of Currency, you are requested to define all currencies present in the incentives plans. Click on the currency button. The Choose currency selection box is shown.
- Click on the box to display the drop-down selection of available currencies.
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Click on a currency to add it to the box. Click repeatedly on the box to then on the currency to add it to the list.
- Press OK to complete the currency selection.
- Press OK to complete the pre-defined attributes selection.
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