Any new uploaded commission Excel file appears for Scheduling. You can either immediately apply the revised service commission values or assign a future date to apply the changes.
Important: To schedule and approve commission imports, the Schedule Commission Import security permission should be enabled for your role (Admin > System Settings > Security Settings > Expand the user role > Staff Management > Select Schedule Commission Imports).
- If you are not already on the Schedule a Commission Schedule window, navigate to it from Staff > Staff Management > Expand Commission Import > Click Schedule.
- The Schedule a Commission Schedule window opens to the right.
- Filter the table using the following options:
- Location: Select the location for which you want to view the scheduled files. By default, your current location is selected.
- Status: Select All to view both pending and scheduled files.
- Select Pending or Scheduled to view only those files.
- In the Scheduled For field (in the table), click the date selector to specify the date to run the schedule.
Note: You can only select a future date. You cannot select a past date and the current date.