Updated: 27 June 2024

Setting Placement Commissions


The Commissions screen on Placements permits tracking of the individuals involved in a placement and the percentage commission split for each.


1. With-in the Placement, click on the Commission tab.


2. Click the Ownership field and start typing the name of the individual you are setting up. A list of matching users will display as you type. Click on their name to select.


3. Click on the Commission Role field and select the appropriate role.


Tip: Commission Roles must be setup by your Administrator. This is performed in the setup menu.

4. Click the Commissions field and enter the percentage (1-100 with no decimal places).


5. Click here to save.


6. Click the plus symbol to enter addtional commissions repeating this process. Make sure to save after each entry.


7. Once you are finished with your last entry be sure to save. Your commission roles are now complete for this Placement.