Create Schedule Payments (Agent Commission)

Scheduling payments for agents is the method used to pay commission for their recruitment services. This helps ensure payments are accurate and made on time.

Considerations for Scheduled Agent Commission Payments

Before creating Scheduled Payments, keep the following points in mind:

Only Agent Fees that have been paid through a Receipt or a Credit Transfer are available for scheduling.
Agent Fees for cancelled enrolments are not available for scheduling, even if the fees have been received or credited.
Agent Fees that have already been scheduled will not be available for a new schedule.

Schedule Agent Commission Payments

Permissions Required

Each Schedule Payment Type has its own permission.
Users can only create Scheduled Payments for a specific schedule type if they have the corresponding Create permission.

For example:

Finances > Schedule Payments > Schedule Payments (Agents) > View Scheduled Payments (Agents)
Finances > Schedule Payments > Schedule Payments (Agents) > Create Scheduled Payments (Agents)

Step 1: Open the New Payment Page for Agent Commission

Navigate to Finances > Schedule Payments > Agent Commission, then click on New Payment in the top-right corner.

This opens the New Payment (Agent Commission) page, which consists of the following components:

A. Payable Fees Search Panel: From this panel you can search and select the payments that are available to be paid. .

B. Payment Summary Panel: This panel displays the payments you have chosen to include in the new Scheduled Payment. You can review the selected payment items here and optionally enter Provider Invoice No. and Provider Invoice Date before finalising the schedule.

C. Panel Divider: You can adjust the layout by resizing the panels or collapsing the summary section as needed while reviewing payments.

Step 2: Search and Select Due Payments

Search Payments

Use the filters to locate the payments that you want to make in this schedule. By default, the filters are set to show the payments available for all agents for enrolments starting on or before today.

The available filters include:

Agent: Select the agent that you want to filter the data for. If you filter by an agent marked as head office, the system can also include fees for all its branches.
Started Before: Show payments available for enrolments starting on or before the selected date. This helps prevent scheduling payments for enrolments that have not yet started.
Location: Show payments for enrolments belonging to the selected location only.

Scheduled Payments for Study Tours are currently not supported in eBECAS/EDMISS Next Generation. Please use the eBECAS/EDMISS Classic desktop application to manage Study Tours Scheduled Payments.

Select Payments

Once you have located the payment(s) you want to include in this schedule, you can select them in two different ways:

Using the checkbox column, select the rows to include and click on the Pay Selected button from the grid’s action panel. This will pay the full amount for the records selected and add them automatically to the summary of the schedule.
Manually enter an amount in the Amount field and click Add to Summary at the bottom of the grid.

Once a payment has been added to the Payment Summary Panel, it will no longer appear in the Due Payments Panel.

Step 3: Review the payments summary

After adding all payments for this schedule, check the records and amounts in the summary panel. These are the payments and amounts that will be included in the schedule.

If required, enter the Provider Invoice date and number for each record. You can update these fields after the schedule is created.

Once you have confirmed the payment information, click on Create Payment to generate the Scheduled Payment.

After creation, you will be redirected to the Scheduled Payment Details page.