Assigning reps to plans

Before a rep can have commission entries, they must be assigned to a plan in the Reps tab.

Assigning a rep:
1. Commissions → Reps → + Assign Rep
2. Select the worker (must be an active enrolled worker in Workforce)
3. Select the commission plan
4. Set a start date
5. Save — the assignment is active immediately

The Reps tab shows:
• Each rep's current plan assignment
• Their total commission entries and total comp for the current period

Ending an assignment:
• Edit the assignment and set an end date
• After that date, the rep will not appear in the new-entry flow

Split commissions:
• To split a deal, create two entries — one per rep — with complementary split percentages (e.g. 60% and 40%)
• Split % defaults to 100%