Create job filtersLast updated on 03/22/2022
When you set up Configurable Payroll pay rules, you can create job filters to specify which jobs pay performance pay. Filters can be based on different aspects of the job including invoice subtotal, job or technician business unit, and more.
Things to know
How job filters work
You can filter for jobs based on numerical values and item names.
You can filter for jobs based on numerical values related to the job such as discounts, invoice subtotal, splits, and more. For example:
An invoice discount of greater than 10% triggers a smaller bonus to discourage technicians from offering large discounts
Note: The discounts and fees feature requires account configuration. Contact your success or implementation manager for details.
Two rules that filter based on invoice subtotal:
One rule filters for subtotals less than $1,000
The other rule filters for subtotals $1,000 and larger
Job filters based on Invoice Business Unit,Technician Business Unit,Job Type, and Campaign search for the names of items that exist in your account. For example:
Bonus is paid for jobs booked off internet campaigns
Pay rule only applies to technicians assigned to install BUs for installation jobs
Set job filter type
You can add a job filter when you set up a pay rule after you select a pay type.
On the Configure Pay Rules screen, in the Job Filter section, click Add filter and select a job filter type.Note: Available selections vary based on pay type.
Technician Split Rate—Percent of the split assigned to the technician on the invoice
Invoice Discount—Percent discount applied to the invoice Note: Invoice discounts are items added from your pricebook. Member discounts and manual discounts applied to the item price are not included.
Invoice Item Total—If the pay type is Item Bonus, the total of the invoice item
Invoice Margin—Percent of the invoice subtotal that comes from income items. Income items are pricebook items linked to an income general ledger (GL) account. Invoice margin is calculated as: [sum of income items] / [sum of invoice items] * 100%
Invoice Business Unit—BU of the invoice
Technician Business Unit—BU of the technician listed on the invoice
Job Type—Job type listed on the invoice
Campaign—Marketing campaign assigned to the job
Set number-based filters
Set up number-based filters such as Invoice Subtotal and Invoice Margin with the following settings:
Operator—How you want to compare numbers
Data source—Where the numbers for comparison come from
Set an operator
An operator sets how to compare numbers. Select an operator from the dropdown:
Does not equal
Less than or equal to
Greater than or equal to
Set a data source
After you select an operator, set a data source for the job filter. For example, if you’re filtering by invoice subtotal, you can use a custom payroll field to compare invoice subtotals to values you set based on technician, job type, campaign, and more. Or you can enter a value manually within the job filter.
Dollar amount options
For job filters based on dollar amounts, you can set how you want to compare the dollar amount on the job:
$ (Flat amount) set here—Dollar amount set manually in the filter
Flat $ set on Invoice Business Unit—Dollar amount set in a custom payroll field for the BU of the job
Flat $ set on Technician Business Unit—Dollar amount set in a custom payroll field for the BU of the technician
Flat $ set on Technician—Dollar amount set in a custom payroll field of the technician profile
Flat $ set on Job Type—Dollar amount set in a custom payroll field of the job type
Flat $ set on Campaign—Dollar amount set in a custom payroll field of the marketing campaign
For job filters based on percentages, you can set how you want to compare the percentage value from the job:
% (Percentage Rate) set here—Percent set manually in the filter
% set on Invoice Business Unit—Percent set in a custom payroll field for the BU of the job
% set on Technician Business Unit—Percent set in a custom payroll field for the BU of the technician
% set on Technician—Percent set in a custom payroll field of the technician
% set on Job Type—Percent set in a custom payroll field of the job type
% set on Campaign—Percent set in a custom payroll field of the campaign
Set name-based filters
Job filters based on Invoice Business Unit,Technician Business Unit,Job Type, and Campaign search for the names of items that exist in your account. For example, a filter based on Job Type pays on invoices for selected job types.
Click the dropdown and select items to include in the filter. You can add multiple items to a name-based filter.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.