Copyright 2011 Racing Snail, Inc. All Rights Reserved1
2 Racing Snail Bonus 101 Bonus Set-Up Bonus Set-Up Bonus Plans Bonus Plans Payroll Payroll Staff View Staff View
How to start the program Copyright 2011 Racing Snail, Inc. All Rights Reserved3
4 Racing Snail 101 Cardinal Rules
Copyright 2011 Racing Snail, Inc. All Rights Reserved5 Racing Snail Bonus 101
Copyright 2011 Racing Snail, Inc. All Rights Reserved6 Bonus Start-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved7 Bonus Agent View
Copyright 2011 Racing Snail, Inc. All Rights Reserved8 Bonus Passwords
Copyright 2011 Racing Snail, Inc. All Rights Reserved9 Bonus Plan Set-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved10 Bonus Plan Set-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved11 Bonus Set-Up A word about bonus plans A word about bonus plans –(No Comprehension = No Motivation) When payments begin When payments begin
Copyright 2011 Racing Snail, Inc. All Rights Reserved12 Bonus Plan Set-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved13 Bonus Plan Set-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved14 Bonus Start-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved15 Bonus Plan Set-Up How thresholds work How thresholds work
Copyright 2011 Racing Snail, Inc. All Rights Reserved16 Bonus Plan Set-Up
Copyright 2011 Racing Snail, Inc. All Rights Reserved17 Bonus Plan Monthly Schedule
Copyright 2011 Racing Snail, Inc. All Rights Reserved18 Bonus Set-Up Sales Mix Magic of the Sales Mix Magic of the Sales Mix
Copyright 2011 Racing Snail, Inc. All Rights Reserved19 Bonus Set-Up Consistency Bonus Consistency Bonus
Decathlon The Decathlon is meant to add a layer to your overall bonus structure. It affects all bonuses you have setup. Below is an example of what the setup could look like. The Decathlon is meant to add a layer to your overall bonus structure. It affects all bonuses you have setup. Below is an example of what the setup could look like. For each line of insurance you can set a min and max for both policies and premium. You do not need to have both a policy and a premium setup. You also do not need to have a min/max for all lines of insurance. You could use just setup one line if you would like. For each line of insurance you can set a min and max for both policies and premium. You do not need to have both a policy and a premium setup. You also do not need to have a min/max for all lines of insurance. You could use just setup one line if you would like. Copyright 2011 Racing Snail, Inc. All Rights Reserved20
Copyright 2011 Racing Snail, Inc. All Rights Reserved21 Payroll When calculations happen When calculations happen When calculations do not happen- and what that may mean When calculations do not happen- and what that may mean Validating the bonus Validating the bonus Adjustments Adjustments Message Board Message Board
Copyright 2011 Racing Snail, Inc. All Rights Reserved22 Payroll
Copyright 2011 Racing Snail, Inc. All Rights Reserved23 Payroll When calculations happen When calculations happen When calculations do not happen- and what that may mean When calculations do not happen- and what that may mean
Copyright 2011 Racing Snail, Inc. All Rights Reserved24 Payroll When calculations happen When calculations happen When calculations do not happen- and what that may mean When calculations do not happen- and what that may mean
Copyright 2011 Racing Snail, Inc. All Rights Reserved25 Payroll
Copyright 2011 Racing Snail, Inc. All Rights Reserved26 Payroll
Copyright 2011 Racing Snail, Inc. All Rights Reserved27 Payroll
Copyright 2011 Racing Snail, Inc. All Rights Reserved28 Payroll Chargeback's / Adjustments
Copyright 2011 Racing Snail, Inc. All Rights Reserved29 Payroll Staff View When staff login to their bonus document they can see all the sales they have entered and how much commission is being earned
Copyright 2011 Racing Snail, Inc. All Rights Reserved30 Please, please, please don’t ever do this…and a couple other things Excel and multiple users – saving copies Excel and multiple users – saving copies Moving data Moving data Copying and Pasting/Dragging Copying and Pasting/Dragging Rearranging Staff Entries Rearranging Staff Entries Changing custom entries mid-year Changing custom entries mid-year Recovering a corrupt file Recovering a corrupt file What’s a FixIt File? What’s a FixIt File?
Copyright 2011 Racing Snail, Inc. All Rights Reserved31 Contact Information General Information and Downloads General Information and Downloads – Product Presentations & Tech Support Product Presentations & Tech Support –Jerome Carlile Accounting & Billing Accounting & Billing –Vickie Preus