OVERVIEW: The View Comp Results displays a manager’s view of compensation at the product level, with the ability to drill down to the route or DSP level. View Comp Results is available for any period that has been run, regardless if it is closed or not. The data is reference only.
Viewing a period’s compensation results provides a manager with an abundance of detail for the plant by product that includes:
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Delivery types |
Rate rules |
Draw |
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Address count |
Tips |
Complaint penalty |
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Adjustment |
Earned fee |
New earnings |
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Access to this comp result detail has many benefits for the manager:
A general check to see if what you anticipate is on target
An opportunity to check anything unusual or new put in place during the period.
Are tips and adjustments present?
Are any new products or add inserts accounted for?
Are new carriers present in the system so they can be paid?
Are there any extremes or surprises to manage with problematic carriers?
Mass printing of carrier compensation statements for all carriers in the plant.
Column headers allow data to be sorted and two layers of filters allow many different views of the data. Each column of data is totaled at the bottom and data can also be downloaded to excel for further analysis or locked down in a PDF document.
Primary Filters: Provide a view of compensation by plant and depending on your plant(s) allows further drill down to more specific data.
Comp Results Primary Data Filters:
Pay type – (PBA or PBC)
Pay Period
Pay Group
Product
Delivery Date
Delivery Type
Secondary Filters: Provide further drill down to a specific DSP, Route or WAD Route level.
Comp Results Primary Data Filters:
DSP Filter: shows comp data for the DSP for the chosen period.
Route filter: shows complete comp data for the route for the period – all deliveries, including any temporary copy reassignments
WAD Route filter: shows comp data for the original, planned route only - excluding any temporary copy reassignments that may have occurred in the period, etc. Viewing expected comp on the route is helpful for planning, communication of comp to potential carriers.
Once you select your filter criteria you must click the load button.
The data appears in the Delivery Fee tab - click on the headers to sort the data from highest to lowest and vice versa.
You may also click on any highlighted data element to view additional details.
Sorting earned fees lowest to highest allows you to quickly view products with ZERO payments to verify correctness.
In order to see the report details click on the blue hyperlink for each section that you want to view.
Tip Details: Displays DSP, product, client information and address, gross tip amount and tip fee.
Complaint Summary Details: Displays product, DSP, route, client account, date, reason code, deduction, penalty amount and more.
Adjustment Details: Displays adjustment schedule, DSP, route, frequency, type, reason code, comments, amount, and more.
Delivery Fee Details: Displays DSP, route, WAD route, product, delivery type, draw, fee, day of week, rate, rate type, and more.
Mass Printing Comp Statements – All Carriers in Plant.
For one off printing of compensation statements for specific carriers, see DSP COMP RESULT section.
To print compensation statements for ALL carriers in your plant, your secondary filters must be set to ALL. Then click the PDF Icon.
When you click on the PDF icon, a pop up will display available print options, select/deselect the options you want included on the carrier statements. When the correct options are selected, click Print.
A pop up confirming the report has been initiated and reminding you to look at the PDF tab for the report status.
Click the refresh icon to update status.
This is a lot of data and it will take a few minutes to produce the statements, hang in there and your patience will be rewarded!
When processing is complete, an orange download icon will appear. Click the download icon and the PDF document will appear at the bottom of your screen.
Click the document to open and print like any other document.
The multi-page document will print in one job and there are page breaks with individual headers separating each carrier’s multi-page statement for sorting and distribution.
SAMPLE HEADER
