Maintain comp plan audit trails with locked plan data & required effective dates

Today’s release introduces two new features to the Plans page to support admins in maintaining the historical accuracy of their compensation plans and data.

Now, when assigning members to a plan, a start and end date must be set. By using the plan effective dates as the source of truth for filtering plan data, workflows will be simplified, and a date filter will no longer be required in new data mappings.

Plus, after closing the books on an earnings period, admins can lock plan data within a specific date range so that deals falling within this date range no longer sync with the data source. This freezes commission data and avoids unwanted discrepancies or clawbacks.