Find guides, tutorials, and answers to get the most out of Earnest.
Short step-by-step guides. Each one links to the full detail when you need it.
Set up Earnest and pay your team for the first time, in this order.
See what you've earned, read your statement and plan ahead.
Signing in, your account, and your Earnest subscription.
The complete reference: every rule, limit and edge case.
Comp plan reference
Every comp plan setting in Earnest and exactly how it changes pay, from rates and tiers to ramps, plan mixes, roll-up managers and published-period locks.
Scheduled changes and history
How plan, team and position changes take effect over time, how to schedule or cancel a future change, and how to audit which settings governed a past date.
Modeling and optimizing plans
Use the Plan Simulator to forecast and backtest a plan change before you make it, and the Optimize tab to search for tier rates that fit a commission budget.
Imports and API reference
Every upload, column, limit and refusal message in Earnest, plus the API for syncing deals and people from a CRM or data warehouse.
Multi-currency
How Earnest converts deals and pay between quota, payout and base currencies, which exchange rate it uses, and what happens when a rate is missing.
Payout pipeline reference
Every step of a payout from draft to published, with each button, pre-publish check, publish hold, email and export explained.
Corrections and clawbacks
How to fix pay that is already published, how corrections reach the rep, and what a recoverable balance on a statement means.
Review, approvals and disputes
Approve or reject adjustments that managers submit, understand the 14-day expiry, and set up and work rep disputes.
Settings, notifications and your data
Reference for every organization setting, every email Earnest sends and who controls it, data export, erasure and deleting your organization.
Analytics and the audit log
What each analytics figure means and how it's calculated, and how to use the audit log and the As-of audit to trace who changed what.
Glossary
Plain-English definitions of the commission terms used across Earnest, from OTE and attainment to kickers, plan mixes, corrections and scheduled changes.