Perslace help topics
The Perslace Help Centre has step-by-step articles for every part of Perslace. This page summarises what it covers and links to three practical guides. If you're evaluating Perslace, the guides below show how the main tasks work.
Last updated: 31 Oct 2026
Public guides
- How to create a commission scheme: set up eligibility, rules, tiers and manager overrides, then test and publish.
- Understanding target achievement: read a target card and check the data behind it.
- How to create a metric definition: turn transaction data into a reusable value for schemes and targets.
What the Help Centre covers
- Getting started: accepting your invitation, a product overview and an onboarding checklist for a new organization.
- Platform setup, organization and users: organization settings, inviting users with the right role, and managing employees, managers and teams.
- Data connections and integrations: importing transaction data from files or a connected source, mapping fields, and the integration catalog.
- Metrics and calculations: metric definitions, computed columns and tracing how a commission was calculated.
- Commission schemes: creating schemes, scheme-wide qualifiers and assigning schemes to people.
- Targets and campaigns: creating targets, reading target achievement, and running and monitoring time-limited campaigns.
- Commissions, approvals and payouts: reviewing and approving commissions, payout cycles and statuses, adjustments and finalizing a cycle.
- Reports and forecasting: choosing the right report, dashboards and forecast values.
- Perslace Intelligence: using AI-assisted insights, investigating anomalies, running a backtest and safe prompting.
- Security and administration: security and governance controls, and sharing information with support safely.
- Troubleshooting: missing transactions, commissions that weren't calculated, data sources that don't sync, unexpected tier results, totals that don't match and payouts that can't be approved.
- FAQs and release notes.
Need help now?
Customers can email [email protected]. For sales questions or a demo, email [email protected] or book a demo.