New Team Member Setup Guide

To set up and assign a New Team Member to your FrontRunner account, please follow this easy help guide! The steps themselves are an abridged version, with the actual FAQ article links right below so you can access the full knowledge base. 

• 1. Go to Agency Setup Step 2: Management Options. Now in the section Your Team, you will add New TM data in the form on the left of the screen. (Their First & Last Name, email, 12345678 - default password, Hourly/Salary - MUST SELECT Commission/Bonus if they are to receive any type of Commission/Activity Bonus)

FAQ LINK - https://frontrunner.zendesk.com/hc/en-us/articles/360057912073-How-to-Add-Team-Members- 

•  2. Now to Assign the Activity Goals, still under Step 2: Management Options scroll down to the Agency Tracking Section and assign the TM to their Goals via the Assign Goal Plans chart. (Toggle between Daily, weekly & monthly at the top)

FAQ LINK - https://frontrunner.zendesk.com/hc/en-us/articles/360061621213-How-Can-I-update-Activity-Goal-Plans- 

• 3. To Assign Sales Goals, while still under Step 2: Management Options scroll down to Agency Sales Goals and find the TM and assign their goals. 

FAQ LINK - https://frontrunner.zendesk.com/hc/en-us/articles/360061621233-How-can-I-manage-Sales-Goals-for-Agency-TMs

• 4. Now Assign the Bonus Plan/Kicker or Activity Bonus Plan, go to  Step 3: Bonus/Incentives and scroll down to the Bonus Plan Assignments chart. Ignore all the other sections, you may ruin your account by tampering with settings. Next, if you have any Additional Bonus Plan, such as Kicker or Activity Bonus Plans, you'll want to assign those. Scroll to the Kicker Bonus Plan Assignment chart and assign the TM and lastly scroll to the Activity Bonus Assignment section to assign the TM. 
  • If the TM is Grayed Out that means you left Commission/Bonus unselected and must updated under Agency SetUp - Step 2 Management Options.
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FAQ LINK -  https://frontrunner.zendesk.com/hc/en-us/articles/1500001257562-How-do-I-assign-Bonus-Plans- 

If you have any questions, please reach out to [e-mail] or submit a support ticket. If you do not wish to wait on support, please access the Community FAQs Page but scrolling to the footer of the site. Under Quick Links hit Help Articles to access the Community FAQs Page. 

New Team Member Basics:

How to Add a Team Member

How to Add or Remove Tracking Items

How to Create a New Goal Plan

How to Assign a Goal Plan to a Team Member

How to Assign a Bonus Plan to a Team Member

Common Topics:

How to Reset Team Member Password

How to Remove a Team Member

Can I Add a New Team Member to an Old Team Member's Profile?

How to Assign a Bonus Plan to a TM that is Grayed Out

How to Set Up Custom Dashboards

Videos:

Add/Edit Team Members

Zoom Workshop: Team Member Essential Training

How to Create Bonus Plans

If you have any questions that remain after reviewing our Help Articles, please send an email to [e-mail] or Submit a Support Ticket by visiting the Quick Links section at the bottom of FrontRunner. Please be as descriptive as possible and include all information that would expedite a resolution.