Reviewing and approving commissions

Review each employee’s breakdown and reconcile the payout-cycle totals before changing an approval or finalisation state. This process helps prevent incorrect commission results from moving into downstream finance or payroll work.

Who can use this guide

Administrators: verified role for this workflow
Finance users: only through an authorised, verified Perslace account role
Managers: approval access is not yet verified

Prerequisites

Before you begin, confirm that:

Required transaction data is complete and current.
Schemes and employee assignments are effective for the cycle period.
Known data and calculation issues have been resolved.
You have authority to approve, reject, adjust, recalculate, or finalise.
Supporting evidence is available for any adjustment.

Review and approve a payout

Open Payouts and select the required cycle.
Confirm the cycle period and status.
Review Total Payout, earned commission, carry, and adjustments.
Review the Pending and Approved states for all employees in scope.
Select Analyze Variance and investigate material changes before approval.
If calculation inputs changed, decide whether the cycle requires recalculation.

Warning: Recalculation can alter employee and cycle results. Before recalculating, confirm the corrected input, scheme version, affected population, existing approvals, and review plan.

For each Pending employee, select Review.
Inspect the employee’s timeline, calculation status, finance or payroll status, and earnings breakdown.

A sanitised payout-cycle review and employee earnings breakdown

Add a non-sensitive comment when an audit note is needed.
Use Add Adjustment only when you have authority and supporting evidence.

Verification required: The adjustment fields and whether an adjustment can be reversed have not been verified. Do not publish more detailed adjustment instructions until this behaviour is confirmed.

Recheck the employee, cycle, scheme and period, relevant transactions, carry, adjustment, and final amount.
Select Reject when correction is required, or Approve Payout after an authorised review.

High-impact action: Approval changes workflow state. Capture demonstrations with synthetic data and stop before approval unless the state change is explicitly authorised.

Confirm that the intended state appears, then repeat the review for the remaining employees.
Reconcile the cycle totals.
Use Finalize Cycle only when all reviews, approvals, and finance validation are complete.

Warning: Finalisation is high impact. Reopening or recovering a finalised cycle has not been verified. Never finalise a live cycle for documentation purposes.

Expected result

Every employee row has the intended workflow state, supporting evidence is recorded, and the cycle totals reconcile before finalisation.

Important notes

Approval does not prove that an external payment was made.
Add to Calendar behaviour was not tested.
Manager approval permissions remain unverified.
Do not bypass access controls or workflow locks when an action is unavailable.

Troubleshooting

The cycle total does not match

Compare earned commission, carry, adjustments, employee final amounts, workflow states, period, and calculation version.

You cannot approve a payout

Check your account role, Action Lock or other access controls, the current workflow state, and outstanding validation requirements.

An adjustment produces an unexpected result

Inspect the calculated amount, adjustment, carry, and final amount separately. Stop and preserve evidence if the reason remains unclear.

You cannot finalise the cycle

Check that every required review, approval, and finance validation is complete. Escalate the issue instead of attempting to bypass controls.

Last updated: August 2026