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.
- Invisible period by roles
- Representatives - Setup Overview
- Displaying the Organization Module
- Setting the Organization Hierarchy
- Adding a New Representative to the Organization
- Viewing Representatives Attributes
- Adding Predefined Attributes to a Representative
- Adding and Defining New Attributes to a Representative
- Deleting an Attribute from a Representative
- Displaying the Representatives List as an Organizational Chart
- Displaying a Representative Attributes in Business Card Format
- Viewing a Representative Several Attributes
- Updating/Changing a Representative’s Attribute
- Viewing a Representative Incentives in Detail
- Viewing/Adding/Retrieving an Incentives Plan in the Representatives Page
- Departmental Entity