What Does Releasing Rewards Do?
Releasing rewards on a calculation allows users to view credits and rewards as confirmed on their personal incentives dashboard. Releasing rewards helps your reps understand that the commission period is now closed (learn more about releasing credits here, and the difference between releasing credits and rewards here).
While it is recommended to release credits frequently, we recommend releasing rewards only once the plan period is complete and you've audited payouts. For example, if your plan is monthly, you could re-run your calculation daily, and release credits every few day to show progress. However, once the period is closed, you would release rewards.
The main reasons for releasing rewards include:
- You want to mark the calculation as "final" or "confirmed"
- You want to let your reps know when they should expect payment
- When releasing rewards, we will ask you for an effective date
- Payouts will no longer show as pending
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What Does Releasing Credits Do?
Releasing credits on a calculation allows users to view pending credits and rewards on their personal incentives dashboard. Releasing credits allows your reps to measure their progress mid-period (learn more about releasing rewards here, and the ...
When Should I Release Rewards?
You should release rewards when: You know when payees should expect payment Your released calculation ran AFTER all required transaction data was available Briefly, if your calculation ran BEFORE relevant transaction data was available, you should ...
What Is The Difference Between Release Credits and Release Rewards?
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