Assigning a Commission Rule (By Employee, Role, or Department)
The “Assign To” section in the Add Commission Rule screen defines the entities the rule applies to. You can assign the rule to specific employees, roles, departments, or branches, with the ability to combine more than one assignment type in the same rule.
Steps to Assign a Commission Rule
- From the “Add Commission Rule” screen, navigate to the “Assign To (select at least one)” section.
- Select the entities you want to assign the rule to from the following fields — they can be combined:
- Employees: Select one or more employees from the search list, or choose “All Employees” to assign the rule to every employee.
- Roles: Select one or more roles to apply the rule to all employees holding those roles.
- Departments: Select one or more departments to apply the rule to all employees in those departments.
- Branches: Select one or more branches. This field only appears if the Branch feature is enabled on the account.
- Selected entities appear as tags inside each field. You can remove any tag individually.
- Complete the remaining sections of the rule then click “Save.”
How the System Works
- Each assignment type is stored independently — the system does not expand departments, roles, or branches into a list of employee names. When viewing or editing the rule, the assignment appears exactly as you defined it (e.g., Sales Department + 2 Employees).
- When “All Employees” is selected, all individual selections in the Employees field are removed and a single “All Employees” tag is displayed. Removing this tag returns the field to normal selection mode.
- If a selected entity later becomes inactive (such as a disabled employee or department), it remains visible in the rule but is ignored in future calculations.
- Conflict validation is triggered when “Save” is clicked, and the system checks each assignment type independently.
Validation Rules
- The rule must be assigned to at least one entity, otherwise the message appears: “Please assign the commission rule to at least one employee, role, department, or branch.”
- An entity that already has an active commission rule cannot be assigned, and a conflict message appears based on the entity type:
- “One or more selected employees already have an active commission rule.”
- “One or more selected departments already have an active commission rule.”
- “One or more selected roles already have an active commission rule.”
- “One or more selected branches already have an active commission rule.”
- When “All Employees” is selected and then a role or department is added that already covers employees already selected, the message appears: “One or more employees are selected in other criteria.”