Ready to save time and stop headaches when paying your teamy? 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 to approve deals for which a team member is eligible to receive payment. To do this, head to the Approvals tab.

Now that you have your view set up, let’s utilize the filters to identify who you want to pay and for what period:

Dates: What time period of closed deals 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 working on paying?

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 & Components: Which plans and components are you looking to pay on?

We recommend keeping all plans and components selected when running payouts. However, if you have components that are paid on different time frames, such as a monthly spiff versus a quarterly commission, you would want to filter for specific components.

Now that you have your filters in place, let's start approving!

You have the ability to approve by viewing Members or Deals. From there you can individually approve or bulk approve if you’ve already reviewed and are ready to advance to payouts.

Reviewing Discrepancies - Within the Approvals tab you might see a section called Discrepancy. This highlights any deals where the earnings have updated after they were originally approved. This could happen due to various reasons including, but not limited to, the deal amount changing or a rate change.

You can review the originally new earnings, originally approve amount, and the discrepancy within the table.

To accept the discrepancy click 'Restart' and continue with the approval as normal in the below section. If you won’t be paying the difference you can always override the earnings to match the previous approved amount.

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 adjustments as necessary, and resolve comments prior to approvals.

Now that you've completed your review and pushed approvals through, you’ll notice the deals are no longer in the Approvals tab. They have moved on to the next step, Payouts!

Head over to the Payouts tab to schedule payouts for your team.

In the Payouts tab, apply the same filters you applied in the Approvals tab to see the Records to Resolve, or deals you have not yet applied a payout date to.

You can adjust your view to by Member or by Deals per Component and utilize the individual selection or bulk options to begin your payout process.

Once you have your selection, click 'Pay Out' 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. This is also the place you have the ability to split payouts into installments if you already know you’ll be paying it across different dates.

Similar to the Approvals tab, this record will now move out of Payouts and on to the next section, Export (found at the top of the page).

You’re all set!

Payout Eligibility - If you have Payout Eligibility Rules set up you’ll want to navigate to the 'Payable' section which will highlight those deals that have both earned and the payout rule has been met.

It will automatically surface the amount that is eligible to be paid and you can follow the same payout process as above for scheduling the payout date. (*Note that you'll want to click 'Pay Out X Eligible' so you're only paying the eligible amount not the full Earned amount)

Overpaid Amounts - 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.

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

Now on to the final step, exporting!

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

Hitting the green Export button creates a CSV of all deals you are paying out (based on your current set of filters) so you can inspect them in one place.

You can also hit the drop down next to Export to see the various other export options:

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

Nice work!