Incentives (bonuses)
Bonus programmes on top of commission — recurring "bonus lines" a rep enrolls in (with a base like solo/shared accounts, overrides, or a flat amount), or a bonus per N new merchants.
Incentives are bonuses that pay on top of normal commission — a standing bonus every period, or a reward for boarding new merchants. They're configured once and paid automatically each period, so you don't re-key them as manual adjustments every month.
Incentives have their own page. They live on the dedicated Incentives item in the sidebar (under the DESIGN group). The Plans page is now just commission plans. (Previously "Incentive Programs" / "Incentive Bonuses" — the name is Incentives everywhere now: sidebar, agent pages, and reports.)
The two kinds
Recurring bonus — a "bonus line"
A standing bonus that pays every period. A recurring bonus is a bonus line that a rep enrolls in, carrying its own base, rate (or flat amount), period window, optional data source, and a note. A rep can hold several lines — for example Richard earns 5% on his solo accounts and 10% on his shared accounts, which is two lines.
Per new merchants
$X for every N merchants boarded within the window — e.g. $500 per 5 new merchants.
The base: pay a different rate on each slice of the book
A recurring bonus line's base decides which of the rep's earnings the rate applies to. This is what lets you pay different rates on different parts someone's book instead of one blanket percentage:
| Base | What the rate is applied to |
|---|---|
| Solo [accounts] | Their commission on merchants assigned to one agent (owned outright). |
| Shared [accounts] | Their commission on merchants assigned to two or more agents (co-owned). |
| Overrides | Income they earn off the accounts of reps they manage. |
| Own commission | Solo + shared, without override income. |
| All commission | Everything they earn from commission — solo + shared + overrides. This is the default, and what a bare "% of commission" has always meant. |
| Flat amount | A fixed dollar sum, no base. |
("Accounts" follows your org's label — an org that calls them Merchants reads "Solo merchants".)
How "shared" is decided: by the number of agents assigned to the account, not by what each co-owner earns. A co-owner sitting at 0%, or with no agreement on that income type, still makes the account shared; affiliate and Froogle payees never count. A departed co-owner keeps an account shared until you reassign it to make it solo.
What's always excluded: every base is about commission. Affiliate and partner earnings and other bonuses are never counted, so a rep with lots of affiliate income won't see it inflate a "% of commission" bonus.
Add a bonus line
Bonus lines live in the Bonus section on the Incentives page — one scannable table of every line (agent, base, rate, data source, from, to, note), sorted so a rep's lines sit together. You add and edit lines inline in the table, so you never leave the page.
For each line, set:
- Agent — who's enrolled.
- Base — from the list above (choosing Flat amount switches the value to a dollar sum).
- Rate — a percentage of the base, or the flat dollar amount.
- Data source (optional) — scope the bonus to one source, or leave it across all.
- From / To — the period window it's active (see below).
- Note — a short description that appears on the rep's statement.
New lines land in a default incentive named "Bonus" (created for your org on first use) — you're not asked which programme they belong to. Genuinely separate programmes — a new-merchant push, a volume kicker — keep their own name and their own card.
Windows are periods, not dates
A bonus line's From / To are periods (months), not calendar dates. This matters: a line you add today for an April close pays for April, because it gates on the period being calculated — not on the date you created it. (This avoids the old trap where a line defaulted to today's date and silently skipped the back period you were reconciling.)
Overlap warning
If two of a rep's lines could pay on the same earnings in overlapping windows, SplitRun flags it inline on the affected rows. The rule is containment:
- All commission contains Own commission, which contains Solo and Shared.
- All commission also contains Overrides.
- Solo + Shared don't overlap, and Own commission + Overrides don't overlap — so Richard's 5%-solo / 10%-shared pair draws no warning.
Where incentives show up
- The agent's page — an Incentives card lists each of their bonus lines on its own terms: "5% of Solo accounts" or "$250 flat", its own window, its data source when scoped, and its note — plus the amount it last paid them and in which period. Read-only; edit on the Incentives page.
- The Agents list — an Incentive filter pill and a chip on the row show at a glance who's on a bonus (counting only lines still active this period). Filter to just them.
- Reports — bonuses appear as their own Incentives section on the agent's statement (web, PDF, Excel), with each line shown separately by its base and rate. (Qualifying Volume was removed from this section — a standing bonus has none.)
- The dashboard — Top Agents shows an Incentives segment (a bonus is paid by the house, so it nets out of that agent's book).
Deleting an incentive
You can delete an incentive even after it has paid out — deleting removes it and its payouts and recalculates. The one exception: if a locked period references it, deletion is blocked to protect frozen history — unlock that period first, or archive the incentive instead.
Incentives vs. adjustments
- An incentive is a standing arrangement that pays automatically every period.
- An adjustment is a one-off correction on a specific period's report (though an adjustment can also be a % of commission).
If you're keying the same adjustment every month — or working out solo-vs-shared rates by hand — that's a recurring bonus line instead.