Semi-Monthly - Commissions Settlement

  1. Ensure all updates have been entered in Database.

  2. In black taskbar at top of screen click on “Back Office” and then “Settlement of Commissions Deduction Changes”

  3. a)    If you have already started a new report since the last Commission Settlement – on the most recent report click “Refresh”.
    b)    If you haven’t started a new report since the last Commission Settlement – click  on “New Settlement” link at top left of page.

  4. Once report has finalised, click on “View Details” and check report as necessary.

  5. If any changes are required, do them in the individual Member’s Insurance screen, then go back to “Settlement of Commissions Deduction Changes” and click “Refresh”.

  6. When you are satisfied with report, Go back into the “Settlement of Commissions Deduction Changes” page and click on the “Finalise” link, then on the “Finalise Settlement” button that pops up.

  7. a)    If the report is correct as it is in database, go back into the “Settlement of     Commissions Deduction Changes” and click on the “Send email” link, then on the     “Send email” button that pops up.
    b)    If the report needs some adjustment, go back into the ““Settlement of Commissions     Deduction Changes”” and click on the download CSV file link.  Then open the     downloaded CSV file, make adjustments, attach file to email and send to     Commissions.

  8. Go back into “Settlement of Commissions Deduction Changes” and click on “View Alterations” link and check report as necessary.

  9. When you are satisfied with Alterations Report, and click on the “Send email” link, then on the “Send email” button that pops up.

 

If something comes in after you’ve sent the Commissions sheet that needs to go in it.

  1. In black taskbar at top of screen click on “Back Office” and then “Settlement of Commissions Deduction Changes”.

  2. At the far right of the latest Finalised sheet, click on the “Delete” button.

  3. Make whatever changes you need to by the usual process (see Change Members Insurance process).

  4. You will then need to recreate the sheet by clicking on “New Settlement”.

  5. The report will run and pick up all changes since the last finalised report.

  6. As above, check report, finalise, then send.