How to set up your comp plan
Go to My Agency > Set Up Comp to get started
For help setting up your plan, please watch this video
How to run compensation
If you ARE NOT accounting for chargebacks or using issued business
Go to My Agency > Run Comp
Select the correct production month
Click “Start”
If you ARE accounting for chargebacks or using issued business
DASH reports are released between the 7th - 11th of the following month, so you will not be able to run comp until then
Once the DASH reports are live, go to My Agency > Run Comp
Select the correct production month
Click “Start”
Follow these instructions to save & import the DASH reports in the correct format: https://support.agencyzoom.com/en/articles/3491721-calculating-your-payroll
How to view commission
Go to My Agency > View Comp
Click the blue number representing the amount an employee earned to see a breakdown of the calculation
Click the red PDF icon to download an employee’s comp statement
If you need to make a manual adjustment, go to Comp Statement > Manual Adjustment
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