Payroll History - A Deep Understanding

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• Keep a record of all payments made to agents for historical reference.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.