To determine the deposit amount

To calculate monthly attainment

To aggregate a position assignment's credits

To allocate classified transaction data

Rate Table CANNOT be built with Fixed Values or Formulas.

A Rate Table can be used to calculate per-credit or aggregate commissions.

The same Rate Table can be used to calculate both step and straight commissions.

The same Rate Table CANNOT be used in multiple rules.

Determine the user name/user ID format before adding participants to the system.

With single sign-on, use the position ID used by the company's current systems.

End dating participants is always recommended.

Use a generic date to represent the end of the participant's employment and use this date in rule instead of the termination date.

Do NOT use the participant's name as a user name/user ID.