When to Use This
A rep is getting a promotion and their position is changing
You need to update someone's commission structure
A rep is transferring to a different office or manager
You need to change someone's organization or reporting structure
Multiple aspects of a rep's employment are changing at once
You need to make changes effective on a specific date
Who Can Manage Employment Packages
Managing employment packages requires admin-level access. If you're a manager without admin access, you'll need to contact your admin to make these changes.
Understanding Employment Package Components
An employment package includes several connected pieces of information:
Position and Department
What department the rep is in (Sales, Management, etc.)
What position they hold (Sales Rep, Closer, Manager, etc.)
Organization
Who the rep reports to (their manager)
What office they're assigned to
What team they're on (if applicable)
Who recruited them
Commissions
Base commission percentages
Product-specific commission rates
Upfront pay amounts
Tier structures (if applicable)
Overrides
Override percentages by type
Direct, indirect, office, and other override rates
Agreement Details
Agreement start and end dates
Probationary period (if any)
Hiring bonuses or special terms
Step-by-Step Walkthrough
Accessing Employment Package Options
Make sure you're in admin view. Click "Switch to Admin" in the upper right corner if needed.
Find the rep whose package you need to update.
Option 1: Through User Management
Click the gear icon in the upper right corner
Select "User Management"
Search for and click on the rep's name
Option 2: Through Management Tab
Click "Management" in the left-hand menu
Click "Personnel"
Find and click on the rep's name
Look for "Update Employment Package" on the rep's profile. This button is typically in the upper right area of their profile.
Click "Update Employment Package." A menu appears with the available update options.
Understanding the Update Options
When you click "Update Employment Package," you'll see several choices:
Update Position Changes the rep's position within their department. Use this when:
A rep is being promoted to a new role
A rep is moving to a different position type
The position change doesn't require a completely new contract
Transfer User Moves the rep to a different office or location. Use this when:
A rep is relocating to a different market
A rep is being reassigned to a different office
The rep's manager is changing due to a location change
Update Commissions Changes the rep's commission structure without changing their position. Use this when:
A rep earns a commission bump
Commission percentages need to be adjusted
Upfront pay or override rates are changing
Update Organization Changes the rep's reporting structure. Use this when:
The rep is getting a new manager
The rep is joining a different team
Recruiter assignments need to be updated
The rep is becoming a manager themselves
Choosing When Changes Take Effect
For most employment package updates, you'll choose when the changes should apply:
Apply to All Open Sales (Past and Future)
Changes affect all accounts, including those already in the pipeline
Commission calculations are recalculated on pending accounts
Override structures update for existing deals
Apply Immediately
Changes take effect from today forward
Past accounts and pending deals keep their original settings
Only new activity uses the new settings
Select a Specific Start Date
Changes take effect on a future date you specify
Useful when you know a change is coming but it shouldn't start yet
Everything before that date stays the same
Temporary Changes
Set both a start date and an end date
Changes only apply during that window
Settings automatically revert when the end date passes
Great for temporary assignments or promotional periods
Choose the option that matches your situation, then click "Confirm" to proceed.
Updating Position
Select "Update Position" from the employment package options.
Click "Proceed."
Choose when the changes should take effect.
Select the new department (if changing). Choose between Sales, Management, or other departments your company uses.
Select the new position. Pick the appropriate position from the dropdown list.
Review any related changes. Position changes may affect commission structures or override eligibility.
Update commissions if needed. The system may prompt you to adjust commission rates for the new position.
Review the summary. Verify all changes are correct.
Click "Save and Finish."
Updating Organization
Select "Update Organization" from the employment package options.
Click "Proceed."
Choose when the changes should take effect.
Select the new manager. Search for and select who the rep will now report to.
Check the "manager" box if the rep is becoming a manager. If selected, you can then assign which office they'll manage.
Select or update the office assignment. Choose the office the rep will be part of.
Select a team (if applicable). If the office has multiple teams, assign the rep to the appropriate one.
Update recruiter information if needed. Add or change additional recruiters associated with this rep.
Review override settings. Organization changes may affect override structures. Review and adjust as needed.
Review the summary of changes. Verify everything is correct.
Click "Save and Finish."
Making Multiple Changes at Once
Sometimes you need to change several things at once, like when promoting someone to a new position in a new office with a new commission structure.
Approach 1: Sequential Updates Make each change separately:
Update position first
Then transfer to the new office
Then update commissions
This gives you more control but takes more time.
Approach 2: New Contract If changes are significant, consider creating a new contract instead:
Click "New Contract" instead of "Update Employment Package"
Walk through the full agreement setup with all new details
This creates a fresh agreement with everything updated at once
Use the new contract approach when:
Multiple aspects are changing significantly
You want a clean break from the old agreement
It's time for an annual renewal anyway
Reviewing Current Employment Package
Before making changes, you may want to review the rep's current package:
Go to the rep's profile.
Click on the "Organization" tab. This shows their current position, manager, office, and team.
Click on the "Commissions" tab. This shows their current commission structure, including:
Base commission percentages
Product-specific rates
Upfront pay amounts
Override percentages
Review their agreement details. Check the agreement start date, end date, and any special terms.
This helps you understand what's currently in place before making updates.
Tips and Common Mistakes
Plan your changes before starting. Know exactly what needs to change and when before you begin the update process.
Choose the right timing option. Think carefully about whether changes should affect past accounts or only future ones. This decision can significantly impact pay calculations.
Make changes in the right order. If you're making multiple changes, consider what order makes the most sense. For example, transfer to a new office before updating commissions if the commission rates are office-specific.
Communicate with the rep. Let them know what's changing, when it takes effect, and what to expect. They should be able to see the changes reflected in their profile.
Double-check the summary before saving. The review screen shows you exactly what's changing. Take time to verify everything is correct.
Use temporary changes appropriately. If a change is truly temporary (like a summer assignment), use the temporary option so you don't have to remember to change it back later.
Document significant changes. Keep a record of why employment packages were updated, especially for promotions or unusual situations.
Consider using a new contract for major changes. If someone is being significantly promoted or their role is fundamentally changing, a new contract may be cleaner than multiple updates.
Common Questions
What's the difference between updating a package and creating a new contract? Updating a package modifies specific aspects of the existing agreement. Creating a new contract starts fresh with a complete new agreement. Use updates for smaller changes and new contracts for major changes or annual renewals.
Can I undo an employment package change? You can make another update to change things back, but there's no simple "undo" button. Be careful and review changes before saving.
Do employment package changes affect past pay stubs? No, past pay stubs remain as they were. Changes affect future calculations and, depending on your timing selection, may affect pending accounts that haven't been paid yet.
What if I make a mistake? If you notice an error after saving, make another update to correct it. If the error affected payroll, you may need to make adjusting entries in the next pay period.
Can the rep see their employment package details? Yes, reps can see their organization and commission information in their profile. They'll be able to see when changes have been made.
What to Do Next
Now that you understand how to manage employment packages, explore these related topics:
Updating Commission Rates – Focus specifically on commission changes
Transferring Reps Between Offices – Detailed guide on office transfers
Resigning a Rep – Create new contracts for existing reps
Creating Departments & Positions – Set up the structures used in employment packages
If you have questions about managing employment packages or need help with a specific situation, reach out to your admin or our support team and we'll be happy to assist!