Important: The plan assignment dates described here apply to each individual member and are separate from the overall plan dates. A plan has one effective date range, while assignment dates let you set a different timeframe for each member on that plan. Every member's assignment dates must fall within the plan's effective date range.
End Member Plan Assignment
If a member is no longer with the company or is being unassigned from a comp plan for any reason, you will need to set their end date on the plan that they are being removed from in order to stop calculating earnings.
To end a Member's plan assignment in QuotaPath:
Navigate to the Plans page by clicking 'Plans' on the left-hand navigation bar.
Click the Plan name to open the plan details.
Scroll down to the Assignees section below the Plan Structure.
Use the three-dot menu on the right side of the member's name to Edit Member Plan Details.
In the window that opens, change the end date to the last day that the member should be eligible for earnings on this plan.
Save.
If you are moving this member to a new plan, you should set their start date on the new plan for the day after the end date that you've just set on the old plan. This will ensure a seamless transition between plans.
The plans' effective dates will also automatically filter any deals synced to a CRM. However, it is not recommended to unassign a member from a Plan if they have left the company so that historical data is maintained.
Returning to a Plan
If a member was unassigned from a plan, put onto another plan, or removed from QuotaPath, and then comes back to be assigned to the first plan again (i.e. a second stint on this plan), QuotaPath does not allow you to set up the same member with a second separate date range for assignment. E.g. Jack Smith cannot be assigned to Plan A from January through March and then separately reassigned for July through December. You would simply have to extend the original assignment dates through to the end of the second intended period.
If you are using auto-calculated rates, which depend on quotas and variables, you would need to set the quotas in between plan assignment periods to zero and ensure that you only calculate rates based on the updated variable (if it changed) for the new period. Do not use "calculate all," as it will reset your prior period rates also (again, if you changed the variable).
If these solutions do not work, you will need to build a new plan for that member for that second period of time. This could be accomplished quickly by duplicating the existing plan and then changing the plan dates and assignees.