How to Resolve Clawbacks
This article walks through how to resolve clawbacks in QuotaPath, also referred to as Overpaid payout records.
Where do Clawbacks/Overpaid Records Appear?
How clawbacks first appear depends on whether your approval workflow is turned on:
If your approval workflow is turned on, clawbacks typically present first as discrepancies on the Approvals or Deal page. Once you approve/resolve those discrepancies, they may show up on the Payouts page as Overpaid records requiring a clawback.
If the approval workflow is turned off, you will see overpaid records directly on the Payouts page.
What Causes Clawbacks/Overpaid Records?
Common reasons for an overpayment include:
A deal value going down compared to what was originally approved and paid out.
A deal no longer qualifying for a component because data and/or mappings changed.
For example, if a deal has its deal value changed due to a change of contract, that could trigger a discrepancy in earnings that have already been approved and paid out, and therefore a clawback. Or if a deal was Closed/Won but was then moved to a churned deal stage that was not part of the Closed/Won criteria in a component mapping, those earnings may now be flagged as overpaid.
Reviewing Overpaid Records on the Payouts Page
To handle clawbacks and overpayments, head to the Payouts page. Any clawback or overpayment with a negative payout or negative earnings value will show here. You can view the page By Member or By Deal/component.
Click on the pill-shaped bubble that says “Overpaid.” In this Overpaid view, you can see who the overpayment is tied to. Click into a record to see the details, including the deal it relates to, the owner, and the difference between the approved amount and the paid amount.
You can also see any related payouts for the deal so you can confirm when the original payout happened. Click on the Deal Name to open the deal details page if you need to investigate further.
Resolving Clawbacks/Overpaid Records
Option 1: Override the Earnings
If you do not have approvals turned on, the deal value changed, and you do not want to clawback the deal, go to the deal details page and override the earnings to the original amount. The overpaid amount goes away. You can also clawback deals directly from the deal details page.
Option 2: Clawback from the Payouts Page
To clawback the overpayment, head to the Payouts page. From here you can clawback an individual deal, or use the select-all option to clawback overpaid deals in bulk across one member or multiple members at once.
Click Clawback on the record.
Select the next payout date you want the clawback to land on, for example the 15th of the next month.
Leave the percentage at 100% so the full overpaid amount comes back — in this example showing as a clawback amount of -$84.30.
Click Save.
After saving, the deal has been clawed back and the overpaid record is no longer on the Payouts page.