Associate Entry: Adding or Transferring an Existing Associate – KWMCAngel

Click on Enter - Associate - Create New

A web page will open and you will enter the name and SSN/SIN of the associate you are entering into WinMORE.

Click Submit

If the associate is currently or has been affiliated with a Market Center, you will add them to your Market Center by:

Clicking their name in the list shown

NOTE: You will need the associate’s transfer paperwork from the other Market Center, which contains the associate’s Anniversary Date, copy of the binding sponsorship agreement, royalty anniversary report, banking information and possibly a transfer form before you begin the procedure to add that individual to your Market Center.

Transfer Associate screen appears.

Complete the required fields.

Field Name	Description
Transfer this Associate	We apologize the text on this error is outdated, they associate will not be removed from the other market center unless done so within the market centers WiMORE.
Role	Agent: For any Licensed Associates, including licensed Market Center Staff. Administrative Staff: For any Non-Licensed Associates, including Market Center Staff. NOTE: If you are adding an OP, TL, or MCA or other Market Center Leadership roles you will select a role from the drop down and then ask your Regional Director, Regional Operations Manager, or Regional MCA to email roster@kw.com with the request that the appropriate leadership role be added to this associate.
Start Date	Must be in your current WinMORE accounting period.

Click Submit

If the associate is transferring between Market Centers, you still must complete the transfer process.

If the associate will remain active in both Market Centers, you will not send in the transfer form.

Click the Submit button

Click the Close this window link to return to WinMORE.

Complete the required fields in each of the associate record tabs. See the links below for detailed descriptions of each filed on those tabs:

Associate Tab

Commission Tab

Profit Share

Tab History Tab - unused at this time.

Carefully review your entries for the entire associate file before saving. Remember, a correct Sponsor ID is critically important because of our Profit Share system.

Click Save once all of your entries are correct.

IMPORTANT NOTE: If a new associate is a team or group member, immediately go to Enter Teams Administration and set them up on the team or group BEFORE POSTING ANY DAs for this associate! For more information on setting up a team or group, see Team and Group Documentation on myKW under Technology.

Do the dates change or returning or transferring associates?

Enroll Date changes to month they are joining the MC (this is to track how long they have been at that office)
Start Month/Year does not change (this tracks vesting with KW overall)
Company Dollar Anniversary: May or may not change. This is up to the MC, whether the Associate is receiving credit for company dollar paid to the other market center should be taken into account when making this decision, and should be a market center wide policy, not done on a person to person basis.
Royalty Anniversary Date: does NOT change (unless they are moving to a new region)

Do the dates change or returning or transferring associates?

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