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Trace the rule. Review the record.

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Commission access follows company roles. FL Permit Pay records internal commission state and does not send funds. On the Operator plan and up.

Harbor reroof

Manager review
Rep
Sales rep A••12
Basis
Sold value
Rule
6% snapshot
01
Sold work$38,000.00 sold value
02
Saved calculation$2,280.00 commission
Submitted
03
What paid meansNo payroll or settlement action
Not paid
An illustration, not a screenshot. Internal approval does not run payroll, move funds, or prove settlement.

From sold job to approved commission, step by step.

  1. Step 1

    Connect the rep to the sold work

    The commission record starts from the rep and job facts the company has saved, subject to role access.

  2. Step 2

    Save the calculation

    The rate in force when the job sold is stored with the record.

  3. Step 3

    Review the calculation and its basis

    A reviewer can inspect the saved basis before changing an internal commission state.

  4. Step 4

    Approve it when the numbers check out

    Approval marks the record ready. If the basis looks wrong, it goes back to draft instead.

  5. Step 5

    Split a job between reps

    Two reps on one job each earn their own rate on their own share. A split rep with no rate set earns nothing, on purpose, until you set one.

Where each commission stands.

See at a glance which reps are still waiting on a review, and which are done.

  1. 01
    DraftA saved calculation from the rep, job value, basis, and applied rule.
    Draft
  2. 02
    SubmittedSent for a reviewer to inspect the saved basis. Not payroll or payment.
    Review
  3. 03
    ApprovedThe reviewer signed off on the basis and the math. The record is ready for your next payroll run.
    Approved
  4. 04
    PaidYou mark it paid once the check is cut, so the ledger matches what actually went out.
    Recorded paid
  5. 05
    VoidA separate exception state; it never means paid.
    Void

Every field the record carries, and where its scope ends.

LiveRep & sold workWho sold it and what it sold for, pulled straight off the job. Nothing retyped, nothing off in a spreadsheet.
TracedThe rule at the timeChange a rep's rate next month and last month's commissions still show the rate they were sold under.
Out of scopeWages & taxA rule snapshot explains the calculation; it does not set wages, withholding, or tax treatment.
Out of scopeSettlementApproval updates the internal record; a paid label does not prove external settlement.

Keep the rule trace beside the work.

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