Define the reward before the first referral
A clear program tells a partner what qualifies, when the reward is earned and who receives it. Weave's planned rules support a flat amount or a percentage, with an earning stage selected by the company running the program.
Write down what happens if a referral is duplicated, declined or the job changes. A partner should be able to understand the program without inferring its rules from the first payment.
- The eligible referral and the job stage that earns its reward.
- A flat reward or a percentage, and the job amount that percentage refers to.
- The recipient company and any company-authorized shares for its people.
- The approval process, payout method and required recipient information.
- Any separate Warranty Bank contribution and the conditions for using it.
Separate earning, approval and payment
A reward being earned, approved and paid are different events. Your program may use job sold or job paid as its earning trigger, then route the reward through an approval queue. Weave's design also supports automated steps within the company's configured rules.
CRM-triggered steps depend on a supported integration. If a CRM does not expose the required event, do not assume the website's example can run automatically in your setup. Confirm the operating workflow and approval controls during onboarding.
Splits start with the partner company
Some programs pay the partner company. Others also share the reward with the person who made the referral and a manager. In Weave's design, the partner company consents to and chooses the split; it is not a way to pay someone secretly outside their employer's program.
Keep the recipient, agreed split, referral and approval history together. Weave plans to collect the required recipient information and retain payment reporting data. Confirm the payment provider and reporting process before making a payout commitment.
Confirm the payout method before promising it
Bank deposit, check and card workflows have different setup requirements. Payout options are subject to payment-provider approval and product availability. Card payments are not a live, universally available feature simply because a card appears in a product illustration.
Your company's program terms govern its rewards. Eligibility can vary by state, trade and relationship; have the terms reviewed for the program you actually intend to operate.