Qualifiers

Qualifiers give you the ability to apply different rates to deals without having to make multiple credits and payments. Qualifiers can be added in section E of the Credit rule when under Apply Split Percentage as well as in section F of the Payment Rule. 

Within the Payment Rule to navigate to a qualifier, go to Plan > Edit Plan > Define Payment > select a plan > scroll down to section F > click "Add Qualifier".

Once "Add Qualifier" is selected, you can create custom rules to help filter out different types of deals. You can either Edit a previously created rule or click <<Add Rule>> and create a new rule based on the new logic.

For example, if you separate deals by Product Category - Incent, Express, Objectives, Analytics - you can specify what criteria will be needed to be met for each qualifier in the payments section F:

Once the qualifier rule is built click the Save/Close button to return to the Payment Structure and then select your newly created rule from the dropdown and input the necessary rates. If each Product Category pays out at a different rate, you can make a qualifier for each Product Type and set the specific rate per qualifier and attainment tier:

NOTE: The system reads qualifiers left to right and will stop once it hits a rule.

You can set up multiple qualifier rules, and the rules will be evaluated from left to right.

NOTE: There is a limitation to the number of Rates and Qualifiers allowed in section F.

The first Qualifier that is met will determine the rate of payout. If the payee does not meet any of the qualifier rules, they will be paid at the rate setup in the Rates without qualifiers column. This is known as the Default Qualifier or No Qualifier or the Unfiltered Deals section:

Building Formulas to Determine Rates

If you are looking to customize the rates in each tier you can create a more advanced formula to determine those rates by clicking the function button 

within the qualifier. A new window will pop up enabling you to define the calculation for the rates.

For example, a common custom rate that might be inputted is the rep's Target Incentive Compensation (TIC) divided by their Salary.

If the logic for different rates is the same or similar to others, you can copy over the logic by hovering over the sides of the function button where a blue arrow will appear indicating the direction that you wish to copy the logic.

Custom Payment Structure for a Specific Employee

If a rep needs their own set of rates in the Payment Structure you can create a custom structure for them by clicking the dropdown that reads Everyone on Plan and selecting your rep's name.

Selecting the rep's name will reload the page and display the same Payment Structure but with checkboxes next to all the rates. When you click on a check box it will enable you to change the rates for that specific rep.

Once your payment structure is completed make sure to click the Save button

NOTE: If you click the dropdown an asterisk (*) will appear next to the name of any rep who has a custom payment structure.