1. How to set up your comp plan

    1. Go to My Agency > Set Up Comp to get started

    2. For help setting up your plan, please watch this video


  2. How to run compensation

    1. If you ARE NOT accounting for chargebacks or using issued business

      1. Go to My Agency > Run Comp

      2. Select the correct production month

      3. Click “Start”

    2. If you ARE accounting for chargebacks or using issued business

      1. DASH reports are released between the 7th - 11th of the following month, so you will not be able to run comp until then

      2. Once the DASH reports are live, go to My Agency > Run Comp

      3. Select the correct production month

      4. Click “Start”

      5. Follow these instructions to save & import the DASH reports in the correct format: https://support.agencyzoom.com/en/articles/3491721-calculating-your-payroll


  3. How to view commission

    1. Go to My Agency > View Comp

    2. Click the blue number representing the amount an employee earned to see a breakdown of the calculation

    3. Click the red PDF icon to download an employee’s comp statement

    4. If you need to make a manual adjustment, go to Comp Statement > Manual Adjustment

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