Add a bonus or deduction

In the Admin portal, open Payments, select the Adjustments tab, and add an adjustment. Choose who it applies to, Bonus or Deduction, the amount and how often it repeats. It is included in their next payment.

Before you begin

You need the Admin role.
An adjustment is a bonus or deduction applied to your team, on top of commissions. A monthly software fee is a deduction. A sales prize is a bonus.
An adjustment that starts today is applied as soon as you save.

Steps

In the Admin portal, select Payments, then the Adjustments tab.
Select the + button (Add new adjustment).
Enter a Title, for example "Quarterly tools fee".
Under Applied to, choose All agents, All assistants, All admins or Specific people. For Specific people, choose them under Team members.
Optionally add a Description. The team member sees it.
Choose the type:
- Deduction: deducted from the team member (subtracted from what they're owed).
- Bonus: paid to the team member (added to what they're owed).
Enter the Amount and choose the Currency.
Choose the Cadence: One-time, Monthly, Quarterly or Annually.
Choose Starts on. It must be today or later.
Select Save.

What you should see

The message Adjustment created. The adjustment appears on the Adjustments tab with its type, amount and next date.

When it applies, it shows in each person's row on the Pending tab under Payments, and is paid with their next payment. See Pay your team. On an adjustment, the Payments tab lists the payments it has been part of.

Stop an adjustment

Open the adjustment and select the trash icon. It stops applying from then on. What was already applied stays in the payment history.

If something goes wrong

"No team members selected"

The adjustment is set to Specific people but nobody is chosen, so it won't apply to anyone. Choose them under Team members.

"Please choose today or a later date"

Starts on is in the past. Choose today or a later date.

"Can't remove a team member who has already been paid for this adjustment"

That person already received a payment that included this adjustment, so they stay on it. To stop it for everyone, delete the adjustment and create a new one for the people who remain.