Documentation
How to set a workspace up, how to write a comp plan, and what each step of a month commits to.
- Setting upThe four things a workspace needs before it can calculate a month, in dependency order.
- The plan languageHow a comp plan is written: components, measures, rates, tiers and adjustments, with the full function reference.
- Crediting dealsWho gets credit for a deal, and why that is a separate question from what the deal pays.
- Importing dealsThe file the importer accepts, the columns it needs, and what happens to the rest.
- An example statementWhat a rep actually receives: every line opens to show the deal, the credit share, the rate and the arithmetic.
- Running a monthImport, calculate, review, approve, publish, export, and what each step commits to.
If you are starting from nothing
Read Setting up, then pick a plan template close to how you already pay people and edit it. Every template has a worked example you can check by hand, which is a faster way to find the right one than reading the language reference first.