Calculate Commission

To calculate commissions, perform the following procedure:

1. Click the drop down list adjacent to the Select Calculation Type field and select the calculation type. The available options are the following:

• Calculate All Plans
• Calculate Selected Plans

2. Click the drop down list adjacent to Select Sub Calculation Type field and select the calculation sub type. The available options are the following:

• Payee Name
• Plan ID
• Payee Job Category

3. Depends on the selection, follow the following procedure:

• Payee Name: If Payee Name is selected, enter the payee name keyword or the complete name before clicking button to pick a Payee name from the Lookup
• Plan ID: Select the check box adjacent to the plans IDs. The available options are the following:
  • Commission Plan
  • Group Insurance Comm Plan
  • Manager Comm Plan
  • Medicare Commission Plan
  • Zenith Incoming Comm Plan
• Payee Job Category: Select the check box adjacent to the job categories. The available options are the following:
  • Agent
  • House
  • Manager
  • Sales Rep

4. Click Once executed, the calculation is performed with the entered values and the results are displayed on Payee’s commission statement.

Once the calculation is completed, a confirmation message is displayed as “Calculation process completed.”.

You can also view the error report by clicking the Error Log Report link. The error log displays Summary and Detail information.