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When you need to change a plan without surprising payroll, follow this workflow: stage edits as pending, preview impact on known deals, and approve only when you’re ready for the changes to be used in calculation.

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What you can do on this page

  • Edit plan settings and calculation content safely.
  • Review staged pending changes before they affect calculations.
  • Preview impact and discard changes when needed.
  • Approve changes to publish them for use in calculations.
  • Use batch actions from the Plans Library (reparse/approve/freeze/delete) where eligible.
  • Pending vs approved: pending edits do not affect calculation until approval.
  • Approve changes: may trigger background recalculation so future results reflect the approved version. To verify progress (or diagnose delays), check Notifications and the Commission Status page.
  • Freeze: prevents edits/batch operations until unfrozen.
  • Common failure modes: approval blocks due to validation checks, active assignments preventing deletes, and async recalculation delays.
  • How to verify: see How to verify approval took effect below.
  • If it fails: use the approval dialog or error message to identify the issue (for example validation checks), fix it, then retry approval.

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Editing a plan

  1. Open a plan at /{orgId}/commission/plans-library/{planId}.
  2. Make your changes in Basic Information and/or Commission Calculation.
  3. Click the primary action button (for example, Update Plan).

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Pending changes

When a plan has staged changes, Core8 shows a pending-changes alert that may include actions like:
  • Pending / Approved (toggle what you’re viewing)
  • Preview impact (estimate what would change)
  • Discard changes (revert)
  • Approve changes (publish)
Approvals are important because they are the boundary between “draft” changes and changes used in calculations. Until you approve, commission calculations continue using the last approved version.

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Approving changes (what to expect)

When you click Approve Changes:
  • Core8 may show an approval dialog (for example, if validation checks need review).
  • Core8 may kick off a recalculation so future commission results reflect the approved version.

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How to verify approval took effect

  • Confirm the “Pending changes” alert is gone (or the Pending view is no longer available).
  • Refresh the page and confirm the plan still shows your approved edits.
  • If you approved calculation changes, open a known deal and confirm the deal’s calculation output reflects the new approved logic (refresh if you don’t see it yet).

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Freeze and unfreeze

Frozen plans are protected from edits and batch operations. If you need to edit a frozen plan:
  1. Unfreeze the plan.
  2. Apply changes.
  3. Approve changes when ready.

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Batch actions from the Plans Library

From Commission → Plans Library, managers can run bulk actions such as:
  • Reparse document(s)
  • Approve eligible pending changes
  • Freeze / unfreeze
  • Delete (plans with active assignments may be skipped)

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Common issues

  • I do not see my changes reflected: make sure you are viewing the pending version and that it is approved before expecting calculations to update.
  • I cannot approve: you may lack permission or the plan may have validation issues; review any errors and confirm your role.
  • Approval changed results unexpectedly: validate on a small set of known deals first; plan changes can move periods and change eligibility status.