Sign off

Press then

A window will open and summarise the performance of the objectives and what they equate to in terms of achieved earnings. 

There is a slider and free type box where if needed you can alter the amount to be signed off.

Add comments to the plan where required and choose or

Approve

Once a Commission Plan has been signed off if it requires approval it will stay in the status of signed off until approved. 

The approver simply needs to open the detail of the Commission Plan to be approved press   then

You will open up the view to be able to see the signed off amount vs the available amount. From here free type the approval amount. This enables you to alter the amount approved if necessary. Or reject the Commission Plan.

Add applicable notes and then