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A person is paid by a plan only while they are on it. Membership is per plan. Someone can be on several plans, with a different start date on each. Open the plan in Plan designer and go to People. The heading is Assignees, with the subtitle Edit who belongs to this plan.
People tab with assignees, plan join dates and an All good status

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Add someone

1

Choose the person

Click Add user(s) and pick them in Add user to plan. They need to exist under Users & Teams first. See Invite and enable users.
Add user to plan panel with a user selector, Cancel and Add
2

Set the Plan join date

Plan join date is the day they start participating. Deals that count before that date are left out of their calculations, including draft payouts and the builder preview. Payouts that are already approved, paid or cancelled keep the deals they were locked with.
3

Fill in variables and quotas

Enter the User variables and Quotas the plan’s compensations require.
The people table shows Assignee, Plan join date and Status. All good means nothing required is missing. Otherwise the status names the gap, for example Missing quota in compensation(s): New business. Set join date edits the date in the row. The pencil icon opens Edit join date. Changing a Plan join date does not rewrite locked payouts. It does change who is eligible from that date forward, and it changes quota windowing for monthly compensations.

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Archive someone

Archive removes them from future calculations. The confirmation explains the effect:
  • Future payouts will no longer be created for this person
  • Draft payouts will be removed
  • Paid and cancelled payouts will be kept
Approved payouts are kept as well, because they are locked. Archive is the right action when someone leaves the plan but you still need their paid history.
Archiving deletes their draft payouts. Approve anything you still intend to pay before you archive them.
Last modified on October 27, 2026