Copy Employee Commission

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

Copy Employee/Broker Commissions

The Copy Employee/Broker Commissions form allows you to use commission parameters from an existing employee/broker as a template to create commission defaults for another employee/broker.

To access the Copy Employee Commission form, do the following:

Go to the Employee Center and open the employee you want to copy to.
Click Edit Employee. The Employee Setup form appears.
Open the Commission Setup section and click Copy Commissions. The Copy Employee Commission form appears.

To access the Copy Employee Commission form, do the following:

Go to the Employee Center and open the employee you want to copy to.
Click Edit Employee. The Employee Setup form appears.
Open the Commission Setup section and click Copy Commissions. The Copy Employee Commission form appears.

To access the Copy Broker Commission form, do the following:

Go to the Broker Center and open the broker you want to copy to.
Click Edit Broker. The Broker Setup form appears.
Open the Commission Setup section and click Copy Commissions. The Copy Broker Commission form appears.

To access the Copy Broker Commission form, do the following:

Go to the Broker Center and open the broker you want to copy to.
Click Edit Broker. The Broker Setup form appears.
Open the Commission Setup section and click Copy Commissions. The Copy Broker Commission form appears.

Field Name

What is this?

Employee/Broker

Select the employee/broker from the list you want to copy commissions from.

When an employee/broker is selected to copy from, commission records for that employee/broker default into the grid with the Check column defaulted as checked.

Only active employees/brokers display in the list and the display results are subject to business unit security restrictions.

New Effective Date

Enter the date the commission rates are to be effective. The current system date defaults, but can be changed.

The system compares the Policy Effective Date to the New Effective Date entered here. Only commission rates for the most recent effective date are applied.

Check All

Puts a checkmark in the Check column for all grid rows.

Use this button to recheck all rows if the Uncheck All button is clicked in error. Then uncheck any rows that are not required for the destination employee.

Uncheck All

Removes the checkmark in the Check column for all grid rows.

Grid Elements

The only grid column available for editing is the Check column. All other columns are display only.

Column	What is this?
Check	If checked, the row is included when the Copy Commission button is clicked. If unchecked, the row is not copied.
Transaction	Transaction type to which commission applies. All New Business Renew Policy Rewrite
Line of Business	Line of business to which commission applies. May also display (All).
Parent Company	Specific parent company for which the commission rate applies. May also display (All).
Writing Company	Specific writing company for which the commission rate applies. May also display (All).
Plan	Plan assigned to the commission entry. May also display (All).
Applies To	Lists whether the commission setup applies to: Premium and Fees Premium only Fees only
Method	Displays one of three methods: % of Agency Commission % of Premium/Fees Flat Rate
Percent/Amount	Commission Percent, or Amount if flat rate.
Effective Date	These are the commission effective dates that belong to the employee/broker being copied from. Once copied to the destination employee/broker, the commission rows become effective as of the New Effective Date entered on this form.

Copy Commission Button

Click this button to complete the copy commission action. The Copy Employee/Broker Commission form closes, and focus is returned to the Employee Setup or Broker Setup form with the copied commission rows displayed.

Cancel Copy Button

Click this button to cancel the copy commission action, close the form, and return to the Employee Setup or Broker Setup form.

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