Manager overrides

Sales managers are often paid on what their team sells. Bitta Commission supports this in two ways: a Manager Override component that pays a rate on the team's credited sales or earnings at period close, and additive credit that gives roll-up, team or manager credit from each sale so the manager earns on it through their own components. This page shows you how to set up both and how the app decides who belongs to the team.

Before you start

• The Manager Override model needs the Advanced commission models module. Additive credits are part of the component's crediting setup.
• The manager must be a participant with an assignment and a calculation period row in the plan version that holds the override component.
• The team must be described in the organization: a hierarchy in which the team members report to the manager, or team memberships where the manager's own membership is marked Manager. See Sales hierarchies.
• You need the Bitta Commission Plan Designer permission set.

The setup wizard can create an override plan with the plan style Manager override on team sales. When you choose Finish, the wizard switches on Advanced commission models and approves and publishes the plan. See Run the guided setup.

Option 1: a Manager Override component

A Manager Override is a period-close model. Close Commission Period calculates it after the base models of the period, so it can use the team's final earnings.

1. On Commission Components of the Draft version, choose New Component and set Model to Manager Override.
2. In Model Settings, choose the Override Source:
   • Subordinate Credited Base: the rate applies to the team's credited sales base.
   • Subordinate Earnings: the rate applies to the team's commission earnings, excluding overrides, guarantees and draws, so results never stack.

3. Optionally enter a Credit Strategy Filter, for example ROLLUP|TEAM|MANAGER. Blank uses ROLLUP|TEAM|MANAGER.
4. Choose OK, then Rates, and enter the override percent in Rate %.
5. Assign the manager, submit and publish the version, then close the period. See Bonuses and SPIFFs for the close steps.

Who counts as the team

At period close, the app finds the override base of each assigned manager in this order:

1. With Override Source Subordinate Earnings, if the plan version has active Manager additive credit lines with the Base Subordinate Earnings, those lines decide whose earnings the manager is paid on, and with which percent.
2. Otherwise, if the manager holds credits in the period tagged with a strategy code that matches the filter, those credits form the base.
3. Otherwise, the app collects the participants who report to the manager in a hierarchy on the period end date. If there are none, it uses the members of every team where the manager's membership is marked Manager.

The earning's explanation records the override base, the override source, the number of subordinates and the rate.

Example: a Manager Override of 2 percent on Subordinate Credited Base. The people reporting to the manager have a credited base of 20,000.00 in the period, so the close pays the manager 400.00. If the team's sales change later, a True-Up close appends the difference.

Option 2: additive team and manager credit

Additive credit gives extra credit from each primary credit without reducing it. The recipient then earns on that credit through the components of their own plan. You set it up per component.

1. In Tell Me, search for Component Crediting Rules, select the component and choose Crediting Setup.

2. On Component Crediting Setup, in Roll-up, Team, Overlay and Manager Credit, add a line and choose its Kind:

Kind	Gives credit to
Rollup	Hierarchy ancestors of the credited participant, climbing the Hierarchy Code with primary parents first, for the number of Levels.
Team	Members of the credited participant's primary team, or of the team in Team Code, by Team Basis: All Eligible Members, Role Subset, Weighted Members or Pool Participant.
Overlay	Specialists found by territory, item category or item. See Sales territories.
Manager	The manager chosen by Manager Basis: Direct Manager, Nth-Level Manager, All Ancestors, Team Leader or Named Participant.

3. Enter the Credit Percent each recipient receives, the Base (Primary Credit, or Source Amount once on the full source amount), the Credit Type (Revenue, Non-Revenue or Quota-Only) and the Effective From and Effective Through dates, and set Status to Active. Only Active lines generate credit.

For Nth-Level Manager, Levels names the one level that is credited; for All Ancestors, 0 means up to 20 levels. A Manager line with the Base Subordinate Earnings writes no sales credit: it only tells a Manager Override with the source Subordinate Earnings whose earnings to pay on.

Additive credit entries carry the strategy code ROLLUP, TEAM, OVERLAY or MANAGER. Each recipient needs exactly one assignment in the plan version; select Skip Without Assignment to skip and trace a recipient without one instead of stopping the run. Quota-Only credit counts toward attainment but never toward the base a model pays on. Measure Credit Scopes decides which credit types a measure counts; without a scope row, Revenue and Quota-Only credit count and Non-Revenue credit measures zero.

What to check if it goes wrong

Symptom	What to do
The override pays nothing	Check that subordinates are effective in the hierarchy or team on the period end date, that the manager has a calculation period row, and that the period was closed.
The override is paid on too much	Check the Credit Strategy Filter and whether the manager holds ROLLUP, TEAM or MANAGER credits, which take precedence over the hierarchy.
A recipient is skipped in additive credit	The recipient needs exactly one assignment in the plan version, or Skip Without Assignment is selected. Check Credit Rule Traces.

Manager statements and the team view for managers are covered in Earnings statements and Commission reports.

What's next

Guarantee a minimum and advance against future commission: Draws and guarantees.