How to Update Remaining Installments After a Position Type Change
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How to Update Remaining Installments After a Position Type Change
📹 Video Tutorial — watch here
How you update the record depends on whether any installments have already been paid.
If no installments have been paid yet, simply reassign the reward tier to the correct position type directly on the referral record. This will update all scheduled installments accordingly. You can follow steps on how to "Manually Update a Referral Record"
If the first installment has already been paid, do NOT reassign the reward tier — this will create duplicate payouts. Instead:
- Navigate to Reward Tiers and check if there is an applicable one-time payout amount for the second installment. If it doesn't exist, click Add Reward Tier, set it to the last hierarchy level, and leave the mapping blank.
- On the referral record, update the reward amount to the correct one-time payout tier.
- Check Payouts to confirm the remaining installment reflects the update.
Note: One-time payout tiers are only for records where a partial payout has already been processed and you are only looking to update the subsequent installments.
If you are looking to remove the subsequent installments (ie. the candidate moved from FT/PT to Casual/Per Diem between the payout installments, then the best way to eliminate the subsequent payouts is marking the referral "Ineligible - Candidate Role Change"). Tutorial here
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