Changing someone’s pay

Comp changes are dated, previewed, and never rewrite what was already paid.

Every change has an effective date

The admin picks the date a change takes effect: past, today or future. Periods before it keep the old terms. If a plan, component or person is already paying someone, the assistant has to ask for the date. Brand-new plans and people don't need one.

• Amounts (OTE, base, quota) are prorated by day, so a change on August 15 splits the quarter.
• Rates (accelerators, draws, clawback rules) apply to a whole period using the terms in effect on its last day.
• Switching someone to a plan paid on a different period, or changing a plan's period, has to start on a day that begins both kinds of period (e.g. the first day of a quarter).

Preview, then apply

A change that moves anyone's pay is not saved straight away. The assistant gets a preview: what changes, who is affected, pay so far and projected full-year pay before and after, and the total cost. It shows you, and only saves it (apply_change) when you say yes. Changes that affect nobody, like setting up a new rep, go straight through.

Paid periods are locked

After payroll, ask the assistant to mark periods paid (mark_paid). Paid periods keep their numbers forever. If a late deal or a backdated change would alter a paid period, the difference is paid as a correction in the next open period, and the card shows it.

Scenarios

To compare options on your real team, save each as a scenario ("50/50 from October", "2x above 120%") and compare them: each person's projected pay under each option next to today. Apply one when you've decided; it goes through the same preview.

Telling the rep

Each rep's card lists the changes that affected them and when they take effect. Nobody is emailed unless you say so. When you do, they get one short note ("there's been an update to your compensation plan") with a link to their card, at most once a day.