ShareWillow

Add a new incentive plan using our plan builder

Creating a plan

This guide explains how to invite employees to view and participate in a compensation plan

Send an Employee Invite to an Existing Plan

Clearing a distribution removes all data for a specific period, including award calculations and review results. This lets you start fresh or recalculate awards for that period.

How to Clear a Distribution

Learn how to review, approve, and finalize award distributions for your profit-sharing plans.

Understanding the Distribution Review Process

Learn how to view, filter, and find your profit-sharing plans.

Navigating the Plans List

Learn what each plan status means and what actions are available.

Understanding Plan Statuses

Learn how to navigate the plan details page and understand what's shown.

Viewing Plan Details

Learn how to control which employees can see a plan.

Updating Plan Visibility

Learn how to export award and participant data from your plans.

Exporting Plan Data

Ryan Shank

Guy Halperin

Plan Management

Create a custom design with text, images, and links

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