How can we help?

May 1st Placement Policy Updates and FAQ

General

  • Q: When will these changes take effect? A: The changes will take effect in the Policy Manual on May 1, 2022, in the US and many of our international markets. Some markets may require an additional 30-60 days for the policy changes to be finalized.
  • Q: Will the Back Office be updated to support these changes? A: The “Change Sponsor” page in the Back Office will be updated to support the changes to the initial sponsor move0 and WC upgrade move policies starting May 1st. An updated Swap form and Premier Move form will also be posted on doterra.com prior to May 1st. Updates to the Request Tracking page in the Back Office to support the approval exemptions are anticipated to go live late 2022.
  • Q: What is the purpose of these changes? A: We want to provide Wellness Advocates with as much flexibility as we can in running their businesses. In a recent evaluation of our processes, we identified some opportunities to open up additional flexibility without removing important guardrails that protect the business opportunity for everyone.
  • Q: Do these changes only apply to the US? A: No, these changes will be applied globally, although the timelines may vary by market.

 

Initial Sponsor Changes

Current: New Wholesale Customers and Wellness Advocates must be moved within 14 days of enrollment.

New Policy: New Wholesale Customers and Wellness Advocates may be moved by their enroller anytime on or before the 10th of the month following their enrollment.

Commonly Asked Questions:

  • Q: How will these moves be processed? A: The Sponsor Change page in the Back Office will be updated to facilitate these moves. The Placements and Account Management teams will also be available to help with these changes.
  • Q: How does the submission timeline change if the new member enrolls at the beginning of the month? A: Regardless of when the new member enrolls, the Enroller will have until the 10th of the following month to move them.
  • Q: Why is the cut-off date set to the 10th of the following month? A: The goal was to provide as much flexibility as possible! The 10th of the month following enrollment not only provides a clean and easy date to remember for all enrollers, it also allows enough days after moves are processed to resolve any unanticipated changes in qualifications before the commission run.
  • Q: Do I have to wait until the 10th of the following month to make sponsor changes? A: Absolutely not! These moves can be made any time after enrollment, up to the 10th of the following month. To avoid unanticipated impacts on qualifications before the commission run, we actually recommend coaching your teams to complete many of these moves at or before the end of the month. However, you do have the flexibility to do them later where needed.
  • Q: What happens if I miss the sponsor change on the 10th? A: Email Placements or your Account Manager as soon as possible to see what options are available.
  • Q: How many sponsor changes can I request before the 10th? A: Only one sponsor change is available for each new enrollment. However, you can always reach out to Placements for more information if a member is accidentally moved to the wrong place.

 

Wholesale Customer Upgrade Moves

Current: Upgraded members can be moved after being enrolled for 90 days and enrolling one person with a 100 PV enrollment.

New Policy: Upgraded members can be moved after enrolling one person with a 100 PV enrollment.

Commonly Asked Questions:

  • Q: Does the upgraded member need to enroll someone to be eligible for a sponsor change? A: Yes, they will still need to enroll someone with a 100 PV enrollment order to qualify.
  • Q: What is the timeline for the enrollment requirement? A: There is no timeline for when the upgraded member needs to complete the enrollment requirement. But once this requirement is met, the sponsor change request can be submitted any time on or before the 10th of the month after the requirements were met.
  • Q: What if the upgraded member has other downline before the 100 PV enrollment requirement is met? A: To qualify for a sponsor change, the upgraded member can’t have other downline before enrolling someone with 100 PV. Reach out to placements if there is an extenuating circumstance.
  • Q: May I move an upgraded member in the same month they enrolled, even if I’ve already done a sponsor change when they enrolled as a Wholesale Customer? A: Yes, as long as they enroll a new member with 100 PV after upgrading, they are eligible to move again by the 10th of the following month.
  • Q: What if the new enrollment places an order of under 100 PV? A: Reach out to Placements. If it’s still within an open commissions period of the enrollment.
  • Q: May the enroller use their own card to place the order for the new enrollment? A: The order must be placed by the account holder.
  • Q: If a WA transfers their account to another member, is downgraded to a WC, then upgrades again, can they qualify for this move? A. Reach out to Placements to look at options. If the member was a WC for the necessary wait out time (6 months for Premier and below, 12 months for Silver and above) and they have not previously had an upgrade move, it will likely be approved.
  • Q: Will members who participate in an upgrade move still be eligible to participate in an Account Transfer? A: Yes, as long as the request is submitted by the 10th of the month following their 100 PV new member enrollment, these members will still be eligible to transfer into a position.

 

Swap Process

Current: Swaps are a placements exception and require an Exception Application with 7 upline signatures.

New Policy: Swaps are normal placements moves (like Account Transfers), do not require Exception Committee approval, and can be completed with the completed Swap form, including signatures from the swapping members and each of their Enrollers.

Commonly Asked Questions:

  • Q: What signatures do we still need on these requests? A: We need the signatures of both swapping members and each of their Enrollers.
  • Q: What if a member didn’t understand impacts of a swap and wants to reverse it, is this possible? A: Given that the Swap form is a legal document, we would need them to complete a new Swap form, with all the approvals, to reverse it once it has been completed. If all the signatures are completed again, this may be reversed.
  • Q: Will Swaps be added to the Placements section in the Back Office? A: Eventually, yes. However, there is no estimated timeline for when this will be completed at this time.
  • Q: Is there a way that I can utilize the current tools in the Back Office to submit a Swap? A: We encourage all members who would like to participate in a swap to use the new form.
  • Q: Is a Swap still considered an exception? A: No, Swaps are now considered normal placements changes, similar to an Account Transfer.
  • Q: What if I already submitted a Swap request through the existing Back Office Exceptions Process? A: Please reach out to Placements. If we already have the approval of both enrollers through the Exception Application, we’ll likely only need the Swap form signed by the Swapping Members after May 1.
  • Q: Can multi-level swaps be submitted? A. consistent with how swaps work now, this new process does not allow for swaps that involve people who are not direct upline-downline.
  • Q: Why do the Enrollers need to approve these requests? A: Given the impact on the ongoing team support and qualifications, the Enrollers need to be aware and supportive. Enrollership stays with the position, each enroller needs to realize they will now be the enroller of a new person.
  • Q. Can the swapping members submit a Swap if one of the members does not have a downline? A. While technically this is an Account Transfer so generally we would just utilize the Account Transfer in this case, if the Swap form has already been completed, we can accept that as the documentation as well.

 

Premier Move

Current: 3 month Premier Moves are limited to Presidential Diamonds only. The 3 month countdown begins upon the initial order (enrollment date).

New Policy: 3 month Premier Moves are expanded to Diamonds and above. The 3 month countdown begins when the first member is sponsored to the prospective Premier.

Commonly Asked Questions:

  • Q: When does the 3 month window start for a new WA to qualify for a Premier Move? A: The period begins when they sponsor their first person.
  • Q: For a Diamond to be eligible to submit these moves, do they have to be a paid Diamond? A: Any Wellness Advocate who has ever reached Diamond will be able to utilize these moves.
  • Q: If a Diamond reactivates a member who hits Premier in 3 months, are they still be eligible for a Premier Move? A: Yes, as long as they start from 0 OV, like a new member, they can qualify for a Premier Move.
  • Q: Does placing people under the new member start their 3 month period? A: Yes, the countdown begins once the new member has anyone sponsored under them.
  • Q: When do these requests need to be submitted? A: The request must be submitted by the 10th of the month after the new Premier has been paid as Premier for the first time.
  • Q: If a new member transfers into an existing account can they still qualify for a Premier Move? A: This process only applies to those that qualify as Premier from zero.
  • Q: If the new member doesn’t reach Premier within the 3 month timeline, are there any exceptions? A: Since the requirements were not met, these requests would need to go through an Exceptions process for consideration and would follow normal exceptions guidelines.
  • Q: Does the new Premier have to be paid out as Premier before a Premier Move can be processed? A: Yes, although it is fine to submit the request before they’ve been paid as Premier, the request will not be processed until it has been finalized.
  • Q: Will this option be available to Silver and above leaders at any point? A: Due to the complicated nature of these requests, the plan is to keep it to Diamonds and above at this time but that is something that could be considered in the future. If there is a situation where you feel an exception to this rule would be of value, please reach out to the Placements team to see if it might be a good candidate for an Exception Application.

 

Exception Approval Exemptions

Current: All 7 upline signatures are needed for an exception to be approved.

New Policy: If a diamond or above approves the request, any Elite or Premier signatures above them will not be required, although any Elite or Premier may go in an approve.

Commonly Asked Questions:

  • Q: How does this process work? A: Once we have received all the necessary approvals (minus those that will be exempt), the leader will need to email Placements or their Account Manager, so the request can be taken to the Exceptions Committee for review.
  • Q: Why are we not requiring Elite or Premier approvals anymore when there is a Diamond between them and the moving member? A: The 7 upline signatures are typically gathered to ensure that everyone who could be impacted by an exception is aware of the change and supports it. While our process has typically been to collect all of these signatures, we have found that some of these approvals are redundant and, if the move supports the growth and wellbeing of the team, it will be for the long-term benefit of everyone in the upline. By ensuring that there is a Diamond who supports the move, it allows us to vet moves. Once that has been confirmed, not requiring Premier and below signatures is a measure to help streamline and speed up the process for all involved.
  • Q: What if one of the Elite or Premier whose signature is not required is the Enroller of the moving member? A: While we anticipate these situations will be quite rare, the request will be taken to the Exceptions Committee and all factors will be taken into consideration during the review process.
  • Q: What if one of the Elite or Premier whose signature is not required does not want the move completed? A: These details should be recorded and shared with the Exceptions Committee so all factors can be taken into consideration during the review process.
  • Q: Are these ranks based on the monthly paid rank A: No, the ranks discussed in this process refer to the max or highest hit rank.
  • Q: If there is a Premier or above upline that’s not active and won’t approve the request, can they be exempt as well? A: Please reach out to Placements. If the individual is not responsive, we have options available to support in these cases.
  • Q: Does this process apply to requests that are submitted by a Diamond themselves? A: Yes, this applies regardless of who submitted the request.

Select Your Continent

Select Your Region

Select Your Location

Select Your Language