Verifying that your reps understand their compensation plan in QuotaPath is a necessary step in the comp plan management process. Plan verification shows that your reps understand how they get paid and creates alignment and transparency across the comp planning process.

Let's walk through Plan Verification from an Admin perspective.

First, navigate to the Plans dashboard by clicking 'Plans' on the left-hand navigation bar. Go to the Plan that you'd like to request verification and click the three-dot menu to the right of the Plan name and select 'Add document'. If you are not planning to upload a document, select 'Request plan verification' instead.

Next, upload the Plan's compensation document into QuotaPath. You can upload 1 PDF document into each Plan, so make sure it's a generic document and does not include information specific to individual reps.

Tip: Upload a document that includes a counter-signature from the co-signer.

We accept PDFs up to 10 MB in size.

Once your comp plan documents are in QuotaPath, go back to the three-dot menu, and select 'Request plan verification'.

Verification includes the ability to view the PDF document as well as details of the Plan in QuotaPath (Paths, Rates, Quotas, Dates, etc.). You will be able to preview the Plan Verification Request before distributing.

If a new member is assigned to the Plan, it automatically sends the member a verification request via email.

Once you've sent the request, all plan assignees will be notified via email. In the verification modal, members can sign stating that they understand their Plan by typing in their name in the signature field.

As an Admin, you'll be able to view the signed and verified Plans. Go to the Plan and click the 'Assignees' tab. Click the green icon with the verification date to view the verified Plan.

Select 'Print' in order to open a printable version of the verified Plan including details of the Plan in QuotaPath, the member's signature and date, and the uploaded document.

You can also track verification completion statuses and re-send verification requests as needed. Go to the Plan, click the 'Assignees' tab, and view verification statuses in the far right column. To re-send a verification request, you can send to all plan assignees by clicking the thee-dot menu for the Plan and selecting 'Send verification reminder'. Or you can send a reminder to an individual member by clicking the three-dot menu for the individual plan assignee and selecting 'Send verification reminder'. All Admins will be automatically notified via email when a member verifies their Plan.

If you need to cancel a verification request, select the three-dot menu for the Plan and select 'Cancel verification'.

Plan Verification is available to workspaces on QuotaPath Scale.