Employee Commission reconciliation
If you have Commission Agreements set up, you can reconcile the payments to the employee within the black module. View a recording on the reconciliation (14.30 Minutes) of Employee Commissions here: Employee Commissions Reconciliation. To start this process, go to black, Reconciliations, Employee Reconciliatio…
Batch Update - Policy Roles
Batch update function in admin - bond Policy Roles This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. So, for example, if you wanted to add an insurance broker and a CSR to each customer in bond, so that if that customer …
Add New Employee and Employee Set Up features
Add a new employee in the admin module The digital champion (or another user with admin permission) is the only user who can add a New User. Here is a flow of how to do that: * Select the admin module. * From the admin panel - select Employee Set up, as appears here: * The next page opens and shows th…
Commission Agreements
Digital Champions (or those with the commission admin permissions) will be able create Commission Agreements. Once the Commission Agreement is set up, you will then be able to go to your Employee list in Employee Setup and add a Commission Agreement to a User profile. You must also assign a Role to that User. With…
