Overview
Explore how to manage individual overrides in STAKT, allowing personalized adjustments to sales commissions for service professionals. Understand the flexibility offered in tailoring sales pay to specific conditions and roles.
Navigate Override List
View Override List
Access the Overrides for People section to view the list of existing overrides. You can use the Search textbox to find specific entries. Each entry provides options to Edit, Delete, or view Settings for that override.
Edit or Delete Overrides
To edit an existing override, select it from the list and click the Edit button. Make the necessary changes in the form that appears and then click Save to update the override.
To remove an override, select it from the list and click the Del button. Confirm the deletion when prompted to permanently remove the override from the list.
Confirm Before Saving
Double-check your changes to prevent losing important data. Confirming updates ensures that your information is preserved accurately.
Add New Override
Input Override Details
Click the Add button to open the form for a new override. Input details such as Override Name, select Closers or Setters, and add any Notes. Use the Save button to finalize.
Save Override
After completing the form, click Save to store the new override. Ensure all required fields are filled.
Manage Override Settings
View Override Settings
Select the Settings button for a specific override to access its details. You'll see information such as start date and sales data. If you need to modify these details, click the Edit button. To remove the setting entirely, use the Del button.
Add Override Settings
Click Add to open the form for new override settings. Use the Start Date field to select the start date using the Date Picker. Choose an option from the Calculation Type dropdown. Fill in the sales stack details in the Sales Per Unit, Sales Fixed, Sales Percent, and Sales Max textboxes. Then proceed to the next section of the form to add company stack and payment options.
In the continuation form, input the company stack details using the Company Per Unit, Company Fixed, Company Percent, and Company Max textboxes. Enter the payment options in the Per Unit, % of Commission, and Max textboxes. Once all fields are completed, click Save to save the new override settings.
Assign Overrides to Individuals
Select Person for Override
To view existing overrides, navigate back to the main override list. Expand the dropdown and select a person. The list of current overrides will be displayed. Use options like Edit, Del, or Exceptions to manage each override.
Input Override Details for Person
Click Add to open the form for a specific person. Enter details in the Start Date and End Date fields using the Date Picker. Select the Override Type from the Dropdown. Choose the Payee from the Dropdown and ensure all fields are completed before clicking Save.
Handle Exceptions
Edit Exception List
Select Exceptions for a person to access the interface for editing exception lists. Use the dropdown labeled Exception Type to choose from the available exception options.
View Exceptions
Access the list of exceptions for a specific override using the Edit Exception List button. This view provides details such as exception type and update date. To make changes, select an exception from the list.