Separate plan decisions, run actions and payout follow-up.
| Role | Plan design | Calculation runs | Earning schedules | Statements and lines | Payout tracking | Review evidence |
|---|---|---|---|---|---|---|
| Sales Operations | Edit | View | Edit | View | View | View |
| Finance Leadership | Approve | View | — | View | — | View |
| Billing Operations | View | Edit | View | Edit | — | Edit |
| Collections | — | View | View | View | Edit | — |
| Revenue Accounting | — | View | Edit | View | View | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Maintains compensation plans, components and schedule context for the operating period.
Starts on: Comp Plans Awaiting Approval
Reviews plans and material exceptions before the next operating step.
Starts on: Draft Statements Pending Issue
Owns period run preparation, validation and posting actions.
Starts on: Draft Statements Pending Issue
Follows issued statements, payouts and unresolved balances.
Starts on: Open Statements
Reviews schedule dates, earning method and hold decisions.
Starts on: Active Commission Schedules
Maintains master records, access and attachment conventions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.