Setting up Representatives

The basis of an incentives plan is a comprehensive, updated, engaged list of Representatives. Before defining any commission, you must first create and/or import, and confirm the involved workforce. The Representatives page in the Organization module provides detailed information on the workforce and their commission. You can create a new Representatives list or import it from an external source and define the managerial hierarchy. Before building that list, you must familiarize with the wealth of data available on the Representatives performance.