Commissions Setup

The step-by-step guide to setup your commissions in RPM.

Add a Pay Plan
Pay plans are the payout structures/scenarios you have with your agents, internal staff or anyone you would like to pay commission to. A pay plan is th...
Mon, 18 Oct, 2021 at 10:15 AM
Assign a Pay Plan
After you have setup your agencies and pay plans you can now assign pay plans to your agencies. Assigning a pay plan to an agency will determine what you pa...
Thu, 23 Sep, 2021 at 8:36 AM
Referral (add or include)
An agency referral is a commission rule that will also compensate an agency other than the selling agency.  Top menu >> Commissions >> Referr...
Mon, 18 Oct, 2021 at 11:47 AM
Split
Splits are a commission rule that will also compensate reps other than the actual selling rep (primary). Splits are setup by adding any number of split part...
Thu, 25 Nov, 2021 at 3:54 PM
Adjustments
Top menu >> Latest run >> Adjustments An adjustment is a direct manipulation of the commission data and totals in RPM. An adjustment is a...
Fri, 28 Apr, 2023 at 2:36 PM
Account Group Addendums
An Account Group Addendum can apply commission rules when an agency sells into a certain account group. This will supersede the account group rates and the ...
Fri, 17 Feb, 2023 at 3:03 PM
Calculate
If a commission rule or anything that affects commissions has been changed, RPM will indicate the need to run a calculation by making the calculate button s...
Fri, 2 Sep, 2022 at 2:14 PM
Close Run
When you have imported all the commission data for the month and you have confirmed all the payouts you can close your run. If you have Manager and/or Rep u...
Thu, 6 Jan, 2022 at 2:48 PM
Reconcile Setup
Top menu >> Commissions >> Reconcile >> Select process >> Setup This feature allows you to compare a value from a process, typic...
Fri, 5 Nov, 2021 at 1:32 PM
Add a Customer
The simplest way to add a Customer is from the Customers page itself.  Using the top left menu simply navigate to the Customers page. On the...
Thu, 2 Dec, 2021 at 8:06 AM