Configurable Payroll FAQLast updated on 06/07/2022

Both Configurable Payroll and legacy performance pay allow you to set commissions and bonuses based on invoice subtotals, business units, invoice items, technicians, and more. With Configurable Payroll, you can create precise pay profiles that include job filters and customizable pay calculations. You can assign separate pay profiles to each type of technician you employ.

The added flexibility of pay profiles and the ability to manage all performance pay settings from the Payroll Dashboard make Configurable Payroll a good fit for businesses with commission-based and bonus-based pay structures.

When Configurable Payroll is enabled for your account, a default pay profile is created for your account that uses your legacy performance pay settings to calculate commission and bonus pay. Technicians are initially assigned the default profile.

When you assign a new pay profile to a technician, legacy payroll settings are not affected, but only the pay rules in the technician’s pay profile are used to calculate their performance pay.

All reports that report on performance pay include payroll items calculated through Configurable Payroll.

Note: After you enable Configurable Payroll, the Payroll Detail report is no longer available.

For processing payroll, run the Master Pay File report. Configurable Payroll pay items include the pay rule ID in the Activity column.

If you configure a pay calculation and the Continue to Date to Pay On link is not clickable, there may be an error in the pay calculation. Hover over the link to see details about the error.

There’s a chance the ranges are incomplete. When setting your ranges, make sure to enter a value in each field. If the lowest range starts at 0, don’t forget to enter 0 in the first field.

If you’re still having issues, remember that when you set ranges of values, the take is no longer used as a multiplier; it’s used to determine which multiplier to apply. The section name changes from Multiply By to Take Above and Apply To. For example, you create a rule where the take is based on Invoice Subtotal and you add ranges of multipliers where:

• $0-$500 = 4%

• $500-$1,000 = 5%

• $1,000-$999,999 = 6%

If an invoice subtotal is $750, that value is applied to set the multiplier at 5%. To include the invoice subtotal in the pay calculation, click Apply more and add it as a multiplier.

This can be due to a number of reasons:

• Make sure that the technicians you’re reporting on are assigned the correct pay profile.

• Check that the Pay Type in the technician’s profile is set to Both or Performance Pay.

• When you test pay profile functionality, the report uses all historic data in pay calculations. The Master Pay File applies the new pay profile for current and future pay periods, not historic ones.