The Calculation Page is used for manually closing the financial period in your compensation plan. It also allows you to set up automatic calculations based on your specific requirements and reward system rules.
Important Notes
- AutoPayout runs only after the financial period is closed.
- You can schedule any document to run automatically according to your preferred frequency.
Setting Up AutoPayout
1. Adding a New AutoPayout Document
- Go to the Calculation Page.
- Click the "+" (add) button in the top right corner next to "Next Run".
- A new auto payout setup page will open.
2. Configuring the Parameters
- Enter a custom name for the task.
- Select the type of document you want to schedule.
- Choose the execution frequency (Monthly / Weekly / Daily).
- Set the date and time for the first run in this format: YYYY-MM-DD HH:MM:SS (e.g., 2025-03-10 12:00:00).
- Make sure to check the "Run" box in the bottom-right corner of the setup page.
3. Automating Period Closing
If your financial period closes on a set schedule (e.g., monthly, weekly), you can automate all required documents in sequence. Include the following documents:
- CounterCalc – Counter calculation
- VolumeCalc – Volume calculation
- RankCalc – Rank calculation
- BonusCalc – Bonus calculation
- PeriodClose – Financial period closing
- AutoPayout – Auto payout (executed last)
This setup ensures a fully automated period closing process, reducing the need for manual actions.
By following these steps, you can efficiently configure automatic calculations and payouts according to your company's requirements.