When a new person joins your team, you’ll need to add them to your QuotaPath workspace, assign them to their compensation plan and team, and select them as a contributor to their manager’s roll-up.
Important: Adding someone to a team and/or adding them to a plan used in a manager roll-up does not automatically add them to a manager's roll-up. You'll need to select them in the manager's plan, too.
Below, you'll be walked through the following key steps:
Add the member to your workspace
Assign the member to their compensation plan
Add the member to the team
Add the member to the manager’s roll-up
Validate the setup
Send the invitation
For our full roll up article, click here. For how to troubleshoot roll up components, click here.
Before you begin
You’ll need workspace Admin access and an existing team and manager plan with a roll-up component.
You’ll also need to know:
The new member’s email address and compensation plan
Their plan and team assignment start dates
The manager who should receive roll-up credit
Which of the member’s plan components should roll up
1. Add the member to your workspace
Go to Members in the left-hand navigation.
Click Add members and enter the new member’s email address.
Choose whether to send their invitation now. To validate their setup before they log in, leave New workspace member email notification turned off.
Click Add members.
New users default to the Member role. You can also add details such as their name, title, employee ID, and currency before they log in. If the Member is a Manager also, they can still be assigned to a team and be a roll-up contributor.
2. Assign the member to their compensation plan
Go to Plans and open the member’s compensation plan.
In the assignees section, click Assign Members or Manage Assignees.
Find and select the new member.
Enter their base and variable pay if needed for your plan.
Set their plan assignment dates, then confirm the assignment.
Review their individual quotas, rates, and bonus amounts to make sure they’re correct.
Note: If you select the option to apply assignment dates to everyone, those dates can overwrite dates for existing plan assignees.
3. Add the member to the team
Go to Teams and open the appropriate team.
Click the add members icon in the top-right corner.
Select the new member and save.
Next to their name, open the three-dot menu and select Edit Team Assignment Dates.
Enter the dates for their time on the team and click Save.
Team assignment dates determine when the member’s activity can contribute to a manager’s roll-up. They are separate from the member’s compensation plan assignment dates.
Check the manager
On the same team page, open the Managers tab and confirm that the correct person is listed as a team manager. Check their team assignment dates as well—they should cover the period when they should receive credit for the member’s activity.
4. Add the member to the manager’s roll-up
Go to Plans and open the manager’s plan.
Scroll to the bottom where the plan assignees are. To the right of the manager's name, click the three-dot menu and select Edit Roll Up Compensation Members.
In the window that opens, you'll see each Roll Up component. Use the Select Members drop down on the right to find the right contributor from the right team to add to the existing roll up. click the checkbox.
Check the box next to their name to add them as your role-playing contributor.
Repeat for each roll-up component where the manager should receive credit for this member.
Click Save.
Also check the component’s roll-up configuration: it should point to the correct team, source plan, and source component. The member must be assigned to the source plan to be selected as a contributor.
5. Validate the setup
Before inviting the new member, check a deal or activity that should count:
Confirm it appears and calculates as expected on the member’s plan.
Confirm the member is selected as a contributor on the manager’s roll-up assignment.
Confirm the member’s and manager’s team assignment dates, as well as their individual plan assignment dates, cover the relevant deal date.
Confirm the activity appears on the manager’s plan and contributes as expected.
If the deal is missing from the member’s plan as well as the manager’s plan, first check the source mapping and data sync. If it appears for the member but not the manager, review the roll-up configuration, contributor selection, and assignment dates above.
6. Send the invitation
Once you’ve validated the setup, go back to Members, open the three-dot menu next to the new member, and select Send invite.
For more help, see Roll-Up Components or Troubleshooting Roll-Up Components.