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Understanding commission calculations

Perslace calculates commission by combining transaction data, Metric Definitions, scheme assignments, qualifiers, calculation rules, and payout-cycle adjustments. Use this guide to explain a result or find the first point where the expected and actual amounts differ.

Who can use this guide

Section titled “Who can use this guide”

This guide applies to all roles, subject to their Perslace permissions. Administrators and authorised Finance users generally have the broadest access to calculation details.

Prerequisites

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Before you begin, collect:

  • The relevant transaction or safe transaction identifier
  • The employee and applicable scheme
  • The transaction and assignment dates
  • The Metric Definition used by the scheme
  • The calculation period and payout cycle
  • The expected result, if you are investigating a difference

Trace a commission result

Section titled “Trace a commission result”
  1. Open Data and locate the transaction.
  2. Confirm that the transaction is assigned to the correct employee and falls within the expected period.
  3. Open the relevant Metric Definition. Check its aggregation, value column, sign mapping, and filters.
  4. Confirm that the employee’s scheme assignment was effective on the transaction date.
  5. Review any Plan Qualifiers. A transaction that does not meet a plan-wide qualifier will not proceed to rule evaluation.
  6. Check the rule-evaluation method: Apply All, First Match, Best Match, or Lowest Match.
  7. Inspect each relevant rule. Check its scope, metric, conditions or requirement, data source, payout type, slab or progressive method, tier boundaries, and cap.
  8. Review carry forward, manager override or a separate Manager Scheme, and Campaign Mode when they apply.
  9. Open Payouts and select the relevant cycle.
  10. Confirm the cycle status and compare Total Payout, earned commission, carry, and adjustments.
  11. Find the employee and select Review. Inspect the timeline, calculation status, finance or payroll status, and Earnings Breakdown.

A sanitised payout cycle and employee earnings breakdown

  1. Before changing anything, record the cycle, employee, scheme, dates, representative transaction, metric, and rule.

Expected result

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You can explain how Perslace arrived at the result, or identify the first calculation stage where the expected and actual results diverge.

Important notes

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Important: Approved and Paid are workflow labels. A Paid status alone does not prove that money was transferred through an external payment system.

  • Awaiting finance validation or payroll sync means downstream work remains.
  • Recalculation can change employee and cycle totals. Investigate the cause and obtain the required authority before recalculating.
  • Compare results only when the employee population, period, currency, and calculation version match.

Troubleshooting

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No commission result appears

Section titled “No commission result appears”

Check the transaction, employee attribution, assignment dates, Metric Definition, plan qualifiers, and whether at least one rule matches.

The amount is unexpected

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Review aggregation, evaluation method, tier method and boundaries, cap, carry forward, and adjustments. Confirm that the same currency is used throughout.

The payout-cycle total differs from your calculation

Section titled “The payout-cycle total differs from your calculation”

Compare earned commission, carry, and adjustments for the same employee set and workflow states.

An employee row remains Pending

Section titled “An employee row remains Pending”

Select Review and inspect its status history. Pending is not the same as Approved.

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Last updated: August 2026