A compliance requirement is something your organization needs on file from a team member before they can do certain things. The first one Kamo sets up for you is the Form W-9: a team member who earns commission cannot withdraw that money until a W-9 is on file.
Earning is never stopped. Commission keeps adding up, and team members always see their balance. Only taking money out waits for the form.
Where to find it
Go to Settings → Human Resources → Requirements. You need the Manage Legal & Compliance right to see this tab, and the Manage Compliance Requirements right to change anything on it.
What each requirement card shows
- From Kamo means the requirement comes from Kamo's library. Kamo keeps the form up to date for you.
- The switch on the right turns the requirement On or Off. The Form W-9 is on for every organization to start with.
- Show Details opens the settings below.
The settings
- Who It Applies To: everyone, or only certain departments or job titles. SI team members, test accounts, the system account and people who no longer work for you are always left out.
- When It Is Asked For: what makes Kamo send the form to someone. For the W-9 that is when they start setting up payouts, or when they earn their first commission — whichever happens first. Nobody gets it twice.
- What It Unlocks: what waits until it is done. For the W-9 that is Withdrawing commission money.
- How It Can Be Completed: whether team members may upload a form they already filled out, and whether HR can record one on their behalf. When a requirement unlocks money, an uploaded copy is always checked by HR first.
- How Long It Lasts: never expires, or a number of months after which the team member is asked again.
Click Save on the card when you are done. Each card saves on its own.
Turning the W-9 off
If you switch it off, team members can withdraw without a W-9 on file. Kamo asks you to confirm before it does that.
A newer version of the form
When Kamo's library has a newer version of a form, the card shows New Edition Available. Click Use New Edition to switch. Forms people already signed are not changed.
See who still needs it
Go to Human Resources → Legal & Compliance → Compliance Matrix to see where everyone stands.