The Add New Payee option enables you to create new payee records in the database. Perform the following procedure to create a new payee record:
- Click
The Payee – Add page is displayed.
2. Populate the form with required details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Payee ID | Enter the unique ID of the payee. |
| Payee Name | Enter the name of the payee. |
| Payee Type | Click the drop down list and select the type of the payee. The available options are the following:
· Compensation Administrator · House · Sales Manager · Sales Representative You can also click button to view the Option List. |
| User ID | Enter the User ID. This is the login ID, using which payee can login to the application. |
| Payee Manager | Enter/pick the payee manager. You can enter the complete payee manager name or enter partial payee manager name. As you key in the characters, matching payee manager names are displayed as suggestions. You can pick the appropriate payee manager name. Or, you can click button to pick a payee manager name from the Lookup window.
You can navigate to the Payee page, by clicking the button. |
| Payee Territory | Enter/pick the payee territory. You can enter the territory to which the payee ID is associated with. As you key in the characters, matching payee territories are displayed as suggestions. You can pick the appropriate payee territory. Or, you can click button to pick a payee territory from the Lookup window.
You can navigate to the Payee page, by clicking the button. |
| Payee Start Date | Click the Payee Start Date field and select the start date from the calendar.
This is the start date on when the payee joined the company. This should always be a start date of the period. For example if you are using monthly option, you cannot set the date as January 5th. It should be set as January 1st. |
| Payee End Date | Click the Payee Start End field and select the end date from the calendar.
This is the end date of the payee. This should be an end of a period. If the payee left on March 15th, then the end date should be entered as March 31st. |
| Payee Job Category | Click the drop down list and select the job category of the payee. The available options are the following:
· Inside · Sales Manager · Sales Representative This is the role of the payee in the company. New roles can be added and associated with the payee. This role is displayed in the statement. |
| Target Compensation | Enter the target compensation. |
| Payee Eligible | Select the check box adjacent to this field to mark the payee as eligible.
If the box is unchecked then the payee is not considered for license count and calculation. |
| Employee | Select the check box adjacent to this field to mark the payee as an employee.
Payees can be either W2 or 1099. This check box differentiates whether the payee is a regular employee or a contract employee. |
| Notes | Enter required notes about the payee. |
| Payout Details
Note: You can click on this grid name to show/hide the Payout Details information. |
|
| Payee Salary Amount | Enter the payee salary amount. |
| Payout Currency | Enter/pick the currency. You can enter the complete currency name or enter partial currency name. As you key in the characters, matching currency names are displayed as suggestions. You can pick the appropriate currency name. Or, you can click button to pick a currency name from the Lookup window.
You can also click button to view the Option List. When there is multicurrency calculation involved, based on the payee currency setup and company currency system apply the conversion rate and pay at the payee currency. |
| Adjustment To Payout | <Content> |
| Recovery From Payout | <Content> |
| Flexible Fields
Note: You can click on this grid name to show/hide the Flexible Fields information. |
|
| Flexi Text 1 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Text 2 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 1 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 2 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 3 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Balances
Note: You can click on this grid name to show/hide the Balances information. |
|
| Cap Forward Amt to Date | <Content> |
| Draw/Advance Amt to Date | <Content> |
| Guarantee Draw Amt to Date | <Content> |
| Advance Amt to Date | <Content> |
| Calc Amt to Date | <Content> |
| Cap Amt to Date | <Content> |
| Other Amt to Date | <Content> |
| Due Amt to Date | <Content> |
| Configuration
Note: You can click on this grid name to show/hide the Configuration information. |
|
| Current Plan | Displays the current plan. |
| Commission Statement Template | Enter/pick the commission statement template. You can enter the complete commission statement template or enter partial commission statement template. As you key in the characters, matching commission statement templates are displayed as suggestions. You can pick the appropriate commission statement template. Or, you can click button to pick a commission statement template from the Lookup window.
You can also click button to view the Option List. This is optional. By default, most companies use common template. If there is a change in statement template for few roles, then set that in payee screen so that system shows that template when the statement is viewed. |
| Custom Plan Location | Enter the location of the current plan. |
| Payee Statement Message | Enter the message to be inserted in payee statement. |
| Payee Email Message | Enter the message to be inserted in payee email.
This field is to enter a custom message in the email when the statement is sent for the payee through email. |
| Payee Participation | Click the drop down list and select the payee participation. The available options are the following:
· Full · Partial You can also click button to view the Option List. By Default all the payee is considered as Full Payee. When the license for Partial payee is brought, this option is enabled. Partial payee licenses are provided for payees those who earn less than 10000 (in default currency) during a Fiscal Year. |
| Identification
Note: You can click on this grid name to show/hide the Identification information. |
|
| Address 1 | Enter the line 1 of the payee address. |
| Address 2 | Enter the line 2 of the payee address. |
| City | Enter the payee city. |
| State/Province | Enter the payee state or province. |
| Country | Enter the country on which the payee is located. |
| Zip/Postal Code | Enter the zip code or postal code of the payee location. |
| Payee Main Contact ID | Enter the main contact ID of the payee. |
| Phone | Enter the payee phone number. |
| Fax | Enter the payee fax number. |
| Payee Government ID | Enter the payee government ID details. |
| Payee Education | Enter payee education details. |
| Payee Certification | Enter payee certification details. |
| Alt Contact | Enter alternate contact details of the payee. |
| Enter the payee email address. Once the email ID is entered, you can click the button to send emails to the entered ID form the compose email page. For more information, see Compose Email section. | |
| Payee CC Email | Enter the payee email address copy. |
| External ID | Enter the external ID of the payee.
This field is used when the 1099 payee’s commission is exported to QuickBooks. If Payee IDs setup as 1099 in Qcommission doesn’t match with the Vendor ID in QuickBooks, then the corresponding Vendor ID should be updated as External ID. Thus, system will use that ID for creating bills. |
| Payee CRM ID | This is the Salesforce ID of the corresponding Payee. Only if the ID is updated, the rep can view the commission statement from Salesforce. |
| GL Information
Note: You can click on this grid name to show/hide the GL information. |
|
| GL Expense Account | <Content> |
| GL Payable Account | <Content> |
| GL Accrual Account | <Content> |
| GL Class | <Content> |
| Banking Info
Note: You can click on this grid name to show/hide the Banking information. |
|
| Account Number | Enter the payee account number. |
| Routing Number | Enter the payee routing number. |
| Account Type | Click the drop down list and select the payee participation. The available options are the following:
· Checking · Savings You can also click button to view the Option List. |
| Owner | This field is auto populated with the name of the user who has created this record. |
3. Click 
button to save the company information.
You can also click 
button to save the company information and add another company.