Review and publish
Click Review & Publish on a compensation that already has locked payouts. The dialog has three steps.AI Check
Driven reads the compensation for common problems, such as quotas that are turned on but empty. You can go back and fix them, or continue.Review Changes
This step only looks. Nothing is saved yet. The heading tells you how many people are affected, for example Your formula change affects 4 reps who were already paid. Summary cards are:- People affected, people whose net difference is not zero
- To recover, the sum of what people were overpaid
- To pay out, the sum of what people are still owed
Example. Q1 was approved at 8% and the person was paid €8,000. You change the rate to 10%. Should be paid is €10,000. Delta is €2,000.
Someone whose differences cancel out to zero is not listed. The underlying per-payout differences are still recorded, so a later payout can settle them.
Settle Difference
Choose recovery method per rep. Same for everyone applies one method to all.
Add to next payout will not take a payout below zero. If a clawback is larger than the next payout, the payout becomes zero and the rest stays outstanding until a later payout can absorb it.
Save & Publish saves the compensation and the corrections together. If you cancel, neither is saved.
If nothing needs a correction, the last button is Skip & Publish, or Publish anyway when the AI check found issues you chose not to fix.