Modules and fields of the Incentives application
Incentives for Zoho CRM is being rolled out in phases.
Incentives for Zoho CRM comes with two layers: Configuration of commission plans and execution of commissions.
Read me: Explore commission configuration
Read me: Explore commission configuration
This document explores the execution part of the Incentives application. Execution of commissions means the flow or operations involved in processing the commissions to the eligible employees.
Modules of the application
The incentives application deals with the following modules:
The minute the agents meet the event criteria, a commission record will be created in the Commissions module. These records will take its course through approval and payout generation at different pace based on the commission plan the record falls under.
Course of commissions applicable to the transaction-based plans
- Transaction-based plan means, the commissions and payouts will be generated for every completed transaction within the plan schedule.
- The employee meets the event criteria, creating a commission record in the commissions module.
- The commission record gets locked
- The application will run the computation based on the structure configuration
- Earnings gets updated
- Record queued for approval.
- The approver approves, modifies, delegates, or rejects the commission record from the record or from the My Jobs module.
- If approved,
A payout record in the payout module is created in parallel
Commission record shared with the employee
Commission related to the transaction exposed as related list
- If rejected,
The record gets locked
The parameters are manually adjusted/edited
The record is resubmitted
The record gets approved
Payout generated
- If there occurs a discrepancy in the sale,
- The difference will be sent for resolution.
- The record gets locked
- The commission manager looks at the reported difference and resolves with a comment.
- The difference in earnings is rebalanced.
- A rebalancing payout is generated.
- If the sale itself gets cancelled according to the clawback criteria,
- A negative payout will be generated nullifying the sale
Course of commissions applicable to the quota-based plans
Quota-based plans work based on attainment of the required quota. This means, the record for a recipient will keep accruing the transactions and upon reaching the quota target, the earnings will be updated.
- The employee meets the event criteria, creating a commission record in the commissions module.
- The commission record gets locked
- The transactions the agent keeps making will be added as a subform line items.
- As and when the agent meets the quota target, the earnings gets updated
- Record queued for approval.
- The approver approves, modifies, delegates, or rejects the commission record from the record or from the My Jobs module.
- If approved,
A payout record in the payout module is created in parallel
Commission record shared with the employee
Commission related to the transaction exposed as related list
- If rejected,
The record gets locked
The parameters are manually adjusted/edited
The record is resubmitted
The record gets approved
Payout generated
- If there occurs a discrepancy in the sale,
- The difference will be sent for resolution.
- The record gets locked
- The commission manager looks at the reported difference and resolves with a comment.
- The difference in earnings is rebalanced.
- A rebalancing payout is generated.
- If the sale itself gets cancelled according to the clawback criteria,
- A negative payout will be generated nullifying the sale
Here’s a visual flowchart of the working of commission execution:
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