Set up an hourly-plus-incentives pay structureLast updated on 03/22/2022
Use this workflow as a guide for setting up a pay structure with a base hourly pay supplemented by performance bonuses and commission pay.
Things to know
This pay structure provides a base hourly pay but also offers the opportunity for technicians to earn extra money by setting leads.
Use this pay structure to incentivize technicians to sell items and services you want to focus on.
Sales technicians receive a commission when a sold estimate leads to a completed job.
Set hourly pay
- In the side panel, go to People>Technicians.
Go to the navigation bar and click Settings
.
From the Technicians screen, click Edit for the technician you want to set payroll for.
The Edit Technician screen opens.
Click the Payroll tab.
Make sure the following fields are completed:
Pay Type—Select Both
Hourly Rate—Enter the technician’s hourly rate
Note: Commission Rate, Sold By Rate, Default Adjustment Rate, and Range Bonuses are only used if a technician is assigned the Default pay profile.
When you’re finished, click Save.
Set up sales technician pay profile
Goal: Pay a 5% sales commission for specific HVAC install items.
Note: Commission is based on the invoice item price of the HVAC install item.
Follow the steps to set up and assign a pay profile with the following pay rule:
Pay type: Sales Commission on Invoice Item
Job filter: None; applies to all jobs
Pay calculation:
Take: Flat amount based on Invoice Item Total
Multiply by: A percentage set on the invoice itemNote:Follow the steps to create a custom payroll field for invoice items. The XLSX spreadsheet you download includes your entire pricebook listed by item code. Enter the commission rate in the Value column for all HVAC install items.
Set up install technician pay profile
Goal: Pay flat performance bonus based on HVAC install jobs. Technicians also earn $25 for every sales lead they set.
Follow the steps to set up and assign a pay profile with the following pay rules:
Pay rule #1
This rule awards a 3% installation bonus for HVAC installations including technician splits.
Pay type: Performance Bonus
Job filter: HVAC Install job type
Pay calculation:
Take: Flat $ Amount based on Invoice Subtotal
Multiply by: % Percentage set here= 3%
Multiply by: % Percentage based on Technician Split Rate
Pay rule #2
This rule pays $25 for every sales lead a technician sets on a job.
Pay type: TGL/Turnover Bonus Paid when lead is set
Job filter: None; applies to all jobs
Pay calculation:
Take: Flat $ Amount based on Invoice Subtotal
Take Above and Apply To: For $ on Range set here, set an invoice subtotal range from $0-$999,999 that pays $25.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.