In order to assign individual rates for a Plan in QuotaPath, first navigate to the Plans dashboard by clicking 'Plans' on the left-hand navigation bar. Click the Plan name in order to expand the plan details to view the Paths. Then, you can navigate to the Rate Table by either clicking the three-dot menu to the right of the Path name and selecting 'View & assign rates', or by clicking the Path to expand it and selecting 'View & assign rates'.

In the Rate Table, you can assign individual rates by filling in the cells to the right of each member's name. The greyed out cells at the top of each period represent the default rate. This is the same rate that was initially set in the Path editor and this is the default rate that will be used if an individual rate is not assigned.

If multiple Paths have the same earnings rules, you will still need to assign individual rates in every Path as earnings rules are not shared across Paths.

If you're needing to edit the type of earnings rule (e.g. whether the rate changes over time), select 'Edit tiers or defaults' at the top of the table.

If the rate changes over time, to add more time periods to the table, click the grey '+' icon.

You can also bulk upload individual quotas by clicking the blue drop-down arrow in the top right and selecting 'Bulk upload rates'.

In the slide-out modal, click the hyperlink at the top to download the bulk upload template. In the CSV file, fill in the cells with the rate value for each time period. Do not make any other changes to the template including deleting the second row with the default rate values, adding or removing members, or adding or removing time periods. If you need to add more time periods, please add directly to the Rate Table before exporting the template. Once the template is completed, save as a CSV file and upload back into QuotaPath via the slide-out modal.

Once individual rates have been assigned, click 'Save changes' and then select 'Back to Plans' to go back to the Plans page.