Magnys User Guide. *Updated July 2017

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1 Magnys User Guide *Updated July 2017

2 Where do I find Magnys? From the Stream homepage click Tools Scroll down and click Magnys

3 How do I login? You will be signed in automatically

4 How do I see my statement? Click Commissions to see your statement

5 Pulling up your commission statement Select the month you want to review

6 Commission statement summary This section shows details about your commission plan & TI Commission earnings by component Quota, Credit, and Attainment details at the bottom. **YTD & other views are available on the Flash report

7 How do I see the details? Click Detail to see the individual sales that make up your commissions

8 This screen displays a line by line detail of Comp Plan Component Use the space at the top of a column to filter. Start typing the account number and it will auto-filter. Scroll right to view other columns and down to view totals

9 Comp Plan component breakout with Subtotals Comp Plan component breakout w/ Subtotals

10 Submitting a Commission Correction ticket To submit a correction on the commissionable transaction line item, click the InputSeq link. Commission Tickets Process: When you open a ticket on a transaction, it removes that transaction from your commissionable data. While the ticket is being worked by the commission team, it is not included in your calculations. Once the issue is resolved, that transaction is returned to your commissionable data.

11 Commission Correction Form Employee ID defaults to the ID that is on the input sequence item but can be changed by clicking the Find Employee button Enter Notes (required), in the Agent/Emplid Notes section. Explain your issue and please provide detailed information that will assist in the research of the correction. Select an Issue Reason Code (required), Select ISG for your issue, and click Save. See next slide for examples of issue reasons Note: Please do not copy and paste an in the Agent/Emplid Notes section.

12 Examples of issue reasons Issue Reason EMPLID Change Description Emplid/Sales ID on the transaction is incorrect. The Proposed ID must be completed to allow routing to both the new manager and original manager for approval. Product Migration Any questions regarding service changes or additions for an existing customer. Invalid Chargeback Chargeback is incorrect and needs to be removed from statement. Invalidate Sale ISG Agent Not Found Comp Plan Account Reassignment Sale is incorrect. ISG Transition Agent is not setup and cannot be found. Questions concerning the compensation plan calculation. Account or Sub ID has to be assigned to new Dealer/Employee. Missing Product/Rateplan Payment not received General Issue/Other Product or Rate plan is not paying or is not retiring quota. Payment not received and should have been. Does not fall in the above categories.

13 Additional Functions from the Detail screen

14 How to Submit a General Ticket:

15 Correction Request Form Issue Reason EMPLID Change Product Migration Invalid Chargeback Invalidate Sale ISG Comp Plan Account Reassignment Missing Product/Rateplan Payment not received General Issue/Other Description Emplid/Sales ID on the transaction is incorrect. The Proposed ID must be completed to allow routing to both the new manager and original manager for approval. Any questions regarding service changes or additions for an existing customer. Chargeback is incorrect and needs to be removed from statement. Sale is incorrect. ISG Transition Questions concerning the compensation plan calculation. Account or Sub ID has to be assigned to new Dealer/Employee. Product or Rate plan is not paying or is not retiring quota. Payment not received and should have been. Does not fall in the above categories.

16 To view the status of recent tickets submitted, click View My Corrections

17 Click the Correction ID link to view comment: see next slide All tickets must be approved by your manager before they are submitted to SCA to research. These will be in Pending Manager Approval status.

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19 Managers Corner How to view your Approvals Managers

20 Managers - How to view your Approvals To view items that require your approval, click View My Approvals

21 View tickets waiting on approvals This screen will display the status of a ticket assigned to a manager Click the desired Correction ID link to see remarks

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