Step 1: Calculate Agent Payroll 0:00
- Calculate commission for each Agent using IF-THEN rules.
- Ensure the calculated payroll is displayed in the Agent payroll section.
Step 2: Review Overrides 0:12
- Identify any overrides for Agents (e.g., John Smith's 20% override).
- Confirm that these overrides are reflected in the payroll calculations.
Step 3: Access Payroll History 0:35
- Navigate to the payroll history section to view monthly totals.
- Review the list of Agents, their status (Upline or regular), total paid, total calculated, and total balance owed.
Step 4: Enter Payments 1:36
- Input the amount paid to each Agent in the designated payment field.
- Ensure that payments are entered correctly to avoid discrepancies.
Step 5: Maintain Historical Ledger 2:00
- Keep a record of all payments made to Agents for historical reference.
- Update the ledger each time a payment is made to track total paid amounts.
Step 6: Calculate Balance Owed 2:38
- Determine the balance owed by subtracting total paid from total calculated.
- Ensure that the balance reflects any payments made in the current cycle.
Step 7: Process Next Cycle Payments 4:07
- At the beginning of the next cycle, refresh the payroll data to reflect new calculations.
- Pay Agents the updated balance owed for the current cycle.
Step 8: Adjust for Future Payments 5:03
- Record payments based on the frequency (weekly, bi-weekly, monthly) as per the Agent's agreement.
- Ensure that only the relevant weeks are updated in the payroll system.
Step 9: Handle Base Salary Separately 6:08
- Track any base salary payments separately from commission payments.
- Ensure that commission calculations do not include base salary amounts.