Ready to save time and stop headaches when paying your team monthly or quarterly? Here’s how you can go about paying your team in QuotaPath in just a few clicks.

The first step in running payouts with QuotaPath is approving deals that a team member is eligible to be paid for. To do this, head to the Deals tab in QuotaPath and use the following filters to identify who you want to pay and for what period:

Dates: What time period of deals closing do you want to pay someone for?

If you pay your team monthly, for example, and you’re paying them in February for deals closed in January, you would set the date filter for ‘Last Month’. If you pay quarterly, you can set the date filter for ‘Last Quarter’. There are also custom date settings to pick a specific date range.

Owners (or members): Who are you attempting to pay?

You may want to go through the deal payouts process one person at a time by approving deals and scheduling payouts person-by-person. Or, you may want to approve deals for your entire team and then schedule payouts for your entire team. It’s a matter of personal preference.

Plans & Paths: Which plans and paths are you looking to pay on?

Best practice is to keep all plans and paths selected when running payouts. Although, if you have paths that are paid on different time frames - say a monthly spiff vs a quarterly commission - you would only want one path selected.

Checking for flags: Your team members have the ability to flag deals that they believe they are being incorrectly paid for. Be sure to check the flagged deals, make sure they are being paid correctly, and resolve those flags in the comments before approving these deals.

Once you have the right filters selected, you can select the deals you want to approve and click ‘Approve’.

Great work, now onto payouts!

Once you have the deals approved, head over to the ‘Payouts’ tab to schedule payouts for your team.

In the Payouts tab, apply the same filters you applied in the ‘Deals’ tab to see the ‘Records to Resolve’, or deals you have not yet scheduled.

You will be scheduling payouts person-by-person, so toggle to each person you want to pay to run this process.

Here you can click on the deals to schedule their payouts. Selecting the deals you want to pay out, you can click ‘Pay Out X Owed’ to schedule the payout itself. Select the payout date (when you want to pay the team member), and the percent (most keep this at 100%) and add some notes about the payout.

You’re all set!

You will see this record move from ‘Earned’ to ‘Resolved’ at the top of the page, meaning the payout is ready to go.

If you have any negative earnings (decelerators or clawbacks), you can schedule those negative payments by toggling to the ‘Overpaid’ section of this page to schedule the negative payments.

If you’ve approved a deal to be paid by mistake, you can also ‘Unapprove’ deals here in the Payouts tab to send them back to the Deals tab

Once your payouts are scheduled, toggle to the ‘Resolved’ part of the Payouts page to export the data you need to upload to your payroll provider.

Hitting ‘Export’ creates a CSV of all deals you are paying out on so you can inspect them in one place.

You can also hit ‘Export to CSV, by Rep’ to get a rep-level view of payouts to import into your payroll system. That’s it!

You’ve approved deals, scheduled payouts, and uploaded a payroll CSV to get your team paid.

Nice work.