Reviewing and Approving Commissions

Reviewing and Approving Commissions

Commission approvals ensure that calculated commissions are validated before payout. This step helps maintain accuracy, enforce internal controls, and prevent incorrect or premature payouts.
Once commissions are generated, they must go through an approval process before they are finalized.


How commission approvals work 

At a high level, the approval process follows this flow:
  1. Commission is calculated
    A commission record is generated when defined conditions are met.
  2. Approval request is triggered
    The commission is sent to the configured approver(s).
  3. Review and decision
    Approvers review the commission details and either approve or reject it.
  4. Finalization
    Approved commissions are finalized for payout. Rejected commissions require re-evaluation.

   

Configuring approval workflows 

Approval workflows are defined as part of a commission plan. You can configure:
Approvers
You can assign one or more approvers using:
  • Users: Specific individuals
  • Roles: Any user within a role (for example, finance manager)
  • Groups: A set of users responsible for approvals

 

Approval type 

When multiple approvers are involved, you can define how approvals are processed:

Anyone
  • Approval from any one approver is sufficient
  • Faster processing

Everyone
  • All selected approvers must approve
  • Ensures stricter validation

Approval order
If “Everyone” is selected, you can define the order of approval:

Sequential
  • Approvals happen one after another.
  • Each stage must be completed before moving to the next.
Parallel
  • All approvers receive the request at the same time.
  • Approval is completed only when all respond.


Actions on rejection 

When a commission is rejected, you can define how the process behaves:
  • Restart approval
    The commission goes through the full approval flow again
  • Retry current stage
    The commission is sent back to the same approver or stage
  • Let approver decide
    The approver determines how the approval flow continues


What approvers can do 

Approvers can:
  • Approve the commission
  • Reject the commission
  • Delegate the approval to another user (if applicable)
They can review:
  • Commission amount
  • Associated transaction details
  • Approval status and history

 

What happens after approval 

  • The commission is finalized and locked.
  • It becomes eligible for payout processing.
  • The approved commission is visible for tracking and reporting.
If discrepancies occur later, adjustments can still be applied based on configured rules.

 


When to use approvals 

Approval workflows are important when:
  • Commission payouts require validation from finance or management
  • Multiple stakeholders are involved in decision-making
  • You need control over high-value or complex commissions
  • Compliance and auditability are required


Best practices 

  • Use single-level approval for simple commission plans
  • Use multi-level approval for high-value or sensitive payouts
  • Choose parallel approval to speed up decisions
  • Use sequential approval when hierarchy matters